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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 %
MCI
2176
MRP Capital Investments
Georgia
$427K -$126K -325 -23%
FSC
2177
Full Sail Capital
Oklahoma
$427K -$1.94K -5 -0.5%
CFIA
2178
Cantor Fitzgerald Investment Advisors
New York
$427K – – –
RCWM
2179
Royal Capital Wealth Management
Indiana
$427K – – –
SFB
2180
STAR Financial Bank
Indiana
$427K +$15.9K +41 +4%
OIS
2181
Okabena Investment Services
Minnesota
$425K +$29.1K +75 +7%
HCM
2182
Hengehold Capital Management
Ohio
$424K -$10.9K -28 -3%
GI
2183
Gradient Investments
Minnesota
$424K -$2.33K -6 -0.5%
FA
2184
Financial Advisors
Massachusetts
$423K – – –
AF
2185
AGP Franklin
Tennessee
$423K +$423K +1,090 New
RIS
2186
Richmond Investment Services
Wisconsin
$423K +$423K +1,089 New
CTA
2187
Chesley Taft & Associates
Illinois
$422K – – –
HIM
2188
Hanlon Investment Management
New Jersey
$422K -$39.2K -101 -9%
BWP
2189
Balboa Wealth Partners
Arizona
$421K -$135K -349 -24%
CPBTD
2190
Central Pacific Bank - Trust Division
Hawaii
$421K -$36.9K -95 -8%
CWA
2191
Consilium Wealth Advisory
Texas
$420K -$7.38K -19 -2%
WDG
2192
Wealth Dimensions Group
Ohio
$419K +$33.4K +86 +9%
JCM
2193
Jag Capital Management
Missouri
$419K +$115K +297 +38%
CWA
2194
Clarity Wealth Advisors
California
$419K -$1.94K -5 -0.5%
SCM
2195
Silvant Capital Management
Georgia
$418K – – –
AGP
2196
Aspire Growth Partners
Florida
$417K +$1.55K +4 +0.4%
GCA
2197
Greenwood Capital Associates
South Carolina
$417K – – –
EFH
2198
Eaton Financial Holdings
Florida
$417K +$417K +1,074 New
VCM
2199
Versant Capital Management
Arizona
$417K -$148K -382 -26%
DC
2200
DeDora Capital
California
$416K +$31.4K +81 +8%
86 87
88
89 90