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Caterpillar
CAT

Overview Fund Activity

2,965 hedge funds and large institutions have $128B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 1,133 increasing their positions, 1,107 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,965
Holders Change
+105
Holders Change %
+3.67%
% of All Funds
39.73%
Holding in Top 10
63
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+65.79%
% of All Funds
0.84%
New
277
Increased
1,133
Reduced
1,107
Closed
122
Calls
$2.74B
Puts
$2.9B
Net Calls
-$160M
Net Calls Change
-$410M

Top Buyers

1
NL
Nuveen LLC
North Carolina
+$421M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$387M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$317M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$277M
5
Marshall Wace
Marshall Wace
United Kingdom
+$239M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.35B
2
BlackRock
BlackRock
New York
-$603M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$534M
4
Bank of America
Bank of America
North Carolina
-$424M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOK
2126
Trust Company of Kansas
Kansas
$460K – – –
AFM
2127
Armstrong Fleming & Moore
District of Columbia
$460K +$460K +1,184 New
EFM
2128
E Fund Management
China
$459K -$1.95M -5,027 -81%
MWP
2129
Meredith Wealth Planning
Illinois
$458K – – –
KAM
2130
KEB Asset Management
Illinois
$458K – – –
FWA
2131
FSM Wealth Advisors
Ohio
$458K +$119K +303 +35%
CBT
2132
Crews Bank & Trust
Florida
$457K +$62.9K +162 +16%
OL
2133
Optas LLC
Texas
$456K +$35.7K +92 +9%
AMM
2134
American Money Management
California
$455K -$24.9K -64 -5%
CWA
2135
Canvas Wealth Advisors
Kansas
$455K +$53.7K +124 +13%
MSWM
2136
Mowery & Schoenfeld Wealth Management
Illinois
$455K -$78K -201 -15%
EA
2137
Ergawealth Advisors
Illinois
$455K +$455K +1,171 New
ACM
2138
AUA Capital Management
Pennsylvania
$454K – – –
ACS
2139
Archford Capital Strategies
Illinois
$454K +$12.8K +33 +3%
VIPI
2140
Vista Investment Partners II
Indiana
$454K -$2.5M -6,453 -85%
FPL
2141
Fortress Private Ledger
North Carolina
$453K +$31.5K +81 +7%
EWS
2142
Eagle Wealth Strategies
New Jersey
$453K – – –
MQWP
2143
Morey & Quinn Wealth Partners
Nebraska
$453K +$25.2K +65 +6%
KTM
2144
Keeler Thomas Management
Utah
$452K -$2.78M -7,158 -86%
BF
2145
Brogan Financial
Tennessee
$450K -$77.3K -199 -15%
TWM
2146
TCFG Wealth Management
California
$449K -$1.94K -5 -0.4%
Legacy Financial Group (Iowa)
2147
Legacy Financial Group (Iowa)
Iowa
$448K -$11.3K -29 -2%
WIM
2148
Warwick Investment Management
Texas
$448K -$5.05K -13 -1%
NAMNJ
2149
NorthStar Asset Management (New Jersey)
New Jersey
$447K +$69.9K +180 +19%
ABLA
2150
Alan B. Lancz & Associates
Ohio
$446K – – –
84 85
86
87 88