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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 %
CPC
2251
Cookson Peirce & Co
Pennsylvania
$392K -$45.4K -117 -10%
AWM
2252
Angeles Wealth Management
California
$392K +$5.05K +13 +1%
CSPIA
2253
Cary Street Partners Investment Advisory
Virginia
$392K +$15.1K +39 +4%
FCM
2254
Family Capital Management
Michigan
$391K +$74.6K +192 +24%
FAN
2255
Financial Advisors Network
California
$391K -$37.7K -97 -9%
VPWA
2256
Vestia Personal Wealth Advisors
Indiana
$390K +$12K +31 +3%
LBC
2257
Leigh Baldwin & Co
New York
$390K +$91.7K +236 +31%
CFA
2258
CWS Financial Advisors
Michigan
$390K -$116K -300 -23%
DQRIM
2259
Dale Q Rice Investment Management
Washington
$390K -$390K -944 -50%
BBNB
2260
Baker Boyer National Bank
Washington
$389K – – –
MIM
2261
Merrion Investment Management
New Jersey
$388K – – –
PAM
2262
Prodigy Asset Management
Nebraska
$388K – – –
IIM
2263
Intact Investment Management
Quebec, Canada
$388K +$388K +1,000 New
SP
2264
Stonebrook Private
Michigan
$387K -$36.9K -95 -9%
MSAM
2265
Moloney Securities Asset Management
Missouri
$387K +$33.8K +87 +10%
CCG
2266
Catalina Capital Group
California
$384K -$96.3K -248 -20%
ACP
2267
Arcus Capital Partners
Georgia
$384K +$12.8K +33 +3%
FFA
2268
Fragasso Financial Advisors
Pennsylvania
$384K +$32.6K +84 +9%
MCM
2269
Manchester Capital Management
Vermont
$384K -$88.5K -228 -19%
NA
2270
Nautilus Advisors
California
$383K – – –
PWM
2271
Prentice Wealth Management
New York
$383K -$118K -304 -24%
HFBOT
2272
Home Federal Bank of Tennessee
Tennessee
$382K -$466K -1,200 -55%
FDCP
2273
Foster Dykema Cabot & Partners
Massachusetts
$382K – – –
CFS
2274
Commonwealth Financial Services
West Virginia
$382K +$5.82K +15 +2%
PAM
2275
PCG Asset Management
New Jersey
$380K +$23.3K +60 +7%
89 90
91
92 93