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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 %
MAWA
2326
Moss Adams Wealth Advisors
Washington
$354K -$111K -285 -24%
SRCM
2327
Signature Resources Capital Management
California
$354K – – –
KCFA
2328
Key Client Fiduciary Advisors
New Jersey
$354K -$12.8K -33 -3%
WWG
2329
West Wealth Group
California
$353K +$72.7K +170 +26%
NCM
2330
Novare Capital Management
North Carolina
$353K – – –
A
2331
AlphaQuest
New York
$353K -$3.09M -7,950 -90%
HFS
2332
Heritage Financial Services
Massachusetts
$353K -$27.2K -70 -7%
UAG
2333
United Advisor Group
Ohio
$352K +$27.6K +71 +8%
SW
2334
SMART Wealth
Nebraska
$352K -$630K -1,623 -64%
BPW
2335
Bingham Private Wealth
California
$352K -$8.93K -23 -2%
CCA
2336
Catalyst Capital Advisors
New York
$352K +$148K +380 +72%
AFW
2337
Avantra Family Wealth
Pennsylvania
$351K – – –
CPW
2338
Crestmont Private Wealth
Texas
$351K +$1.17K +3 +0.3%
IWA
2339
Inspirion Wealth Advisors
Illinois
$351K -$18.6K -48 -5%
WAM
2340
Winslow Asset Management
Ohio
$351K -$3.88K -10 -1%
FVWA
2341
Foster Victor Wealth Advisors
South Carolina
$350K +$4.83K +12 +1%
HIA
2342
HTG Investment Advisors
Connecticut
$349K – – –
1IA
2343
1834 Investment Advisors
Wisconsin
$349K – – –
Cohen & Steers
2344
Cohen & Steers
New York
$349K +$89.2K +230 +34%
STA
2345
Smith Thornton Advisors
Alabama
$348K – – –
OSNBOA
2346
Old Second National Bank of Aurora
Illinois
$347K -$87.3K -225 -20%
SPWM
2347
Spartan Planning & Wealth Management
North Carolina
$346K +$346K +892 New
CWM
2348
Chemistry Wealth Management
New York
$346K – – –
MWM
2349
MinichMacGregor Wealth Management
New York
$346K -$8.15K -21 -2%
CAM
2350
Costello Asset Management
Pennsylvania
$346K – – –
92 93
94
95 96