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Caterpillar
CAT

Overview Fund Activity

2,963 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, 1,132 increasing their positions, 1,107 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,963
Holders Change
+103
Holders Change %
+3.6%
% of All Funds
39.72%
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
1,132
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 %
KLWA
2276
Kelly Lawrence W & Associates
California
$380K – – –
HIIFS
2277
Harel Insurance Investments & Financial Services
Israel
$380K +$62.8K +162 +20%
PMFA
2278
Plante Moran Financial Advisors
Michigan
$379K -$4.66K -12 -1%
CCM
2279
Chiron Capital Management
Florida
$379K +$379K +977 New
CVA
2280
Central Valley Advisors
California
$379K – – –
RIM
2281
RW Investment Management
Idaho
$379K +$136K +351 +56%
WMN
2282
Wealth Management Nebraska
Nebraska
$379K – – –
WTB
2283
Washington Trust Bank
Washington
$378K -$36.5K -94 -9%
MA
2284
MJP Associates
Connecticut
$377K -$24.9K -64 -6%
CAG
2285
Centerpoint Advisory Group
Kansas
$377K -$19.4K -50 -5%
VCM
2286
Vision Capital Management
Oregon
$377K +$58.2K +150 +18%
UWP
2287
Uniting Wealth Partners
Kansas
$376K – – –
AF
2288
Apexium Financial
Texas
$375K +$8.54K +22 +2%
SFG
2289
Seamount Financial Group
Colorado
$374K +$374K +962 New
FIB
2290
First Interstate Bank
Montana
$373K – – –
SOW
2291
State of Wyoming
Wyoming
$371K -$345K -889 -48%
ONST
2292
Old North State Trust
North Carolina
$371K +$28K +72 +8%
WFA
2293
WMG Financial Advisors
Tennessee
$371K +$41.2K +106 +12%
CNC
2294
Citizens & Northern Corp
Pennsylvania
$369K +$7.38K +19 +2%
MVA
2295
Mount Vernon Associates
Maryland
$369K – – –
AFM
2296
Abbot Financial Management
Massachusetts
$369K – – –
MCA
2297
Magnolia Capital Advisors
Mississippi
$368K +$23.3K +60 +7%
VFP
2298
Verus Financial Partners
Virginia
$368K – – –
SCP
2299
Sivia Capital Partners
California
$368K -$79.2K -204 -18%
ORC
2300
O'Rourke & Company
Massachusetts
$367K +$776 +2 +0.2%
90 91
92
93 94