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Caterpillar
CAT

Overview Fund Activity

2,964 hedge funds and large institutions have $128B invested in Caterpillar in 2025 Q2 according to their latest regulatory filings, with 276 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
2,964
Holders Change
+104
Holders Change %
+3.64%
% 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
276
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 %
ECM
2226
Elgethun Capital Management
South Dakota
$403K -$11.3K -29 -3%
JF
2227
Joule Financial
Kentucky
$403K -$46.2K -119 -10%
LIA
2228
LBMC Investment Advisors
Tennessee
$402K – – –
DDC
2229
DF Dent & Co
Maryland
$402K +$107K +276 +36%
LIA
2230
Lynx Investment Advisory
District of Columbia
$401K +$2.33K +6 +0.6%
NBWM
2231
North Berkeley Wealth Management
California
$399K -$300K -772 -43%
CWM
2232
Centric Wealth Management
Illinois
$399K +$14.6K +35 +4%
PWP
2233
Private Wealth Partners
California
$399K -$38.8K -100 -9%
NEWAS
2234
N.E.W. Advisory Services
Wisconsin
$399K -$30.3K -78 -7%
BRA
2235
Bender Robert & Associates
California
$398K -$15.5K -40 -4%
HW
2236
HORAN Wealth
Ohio
$397K +$397K +1,023 New
NRI
2237
NFP Retirement Inc
California
$397K +$4.27K +11 +1%
HCM
2238
Highview Capital Management
Illinois
$396K – – –
WAM
2239
WNY Asset Management
New York
$396K +$109K +282 +38%
AIA
2240
Arbor Investment Advisors
North Carolina
$395K -$1.17K -3 -0.3%
LWA
2241
Ledgewood Wealth Advisors
New Hampshire
$395K – – –
HCM
2242
Hutchinson Capital Management
California
$394K -$388 -1 -0.1%
AA
2243
Alesco Advisors
New York
$394K -$38.4K -99 -9%
GSWA
2244
Good Steward Wealth Advisors
Tennessee
$393K +$1.94K +5 +0.5%
SPWG
2245
Syntegra Private Wealth Group
Missouri
$393K +$14K +36 +4%
DA
2246
Dover Advisors
Virginia
$393K +$26.8K +69 +7%
DOA
2247
D'Orazio & Associates
Virginia
$393K +$10.5K +27 +3%
SFI
2248
SPC Financial Inc
Maryland
$393K – – –
ECM
2249
Exchange Capital Management
Michigan
$392K +$28.3K +73 +8%
VWM
2250
Vigilare Wealth Management
Arizona
$392K +$136K +350 +53%
88 89
90
91 92