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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 %
KWM
2351
Keebeck Wealth Management
Illinois
$345K +$3.49K +9 +1%
HAS
2352
HBW Advisory Services
California
$344K +$33.4K +86 +11%
PHS
2353
Pekin Hardy Strauss
Illinois
$344K +$38.8K +100 +13%
MAG
2354
Mayfair Advisory Group
Alabama
$343K -$7.91K -19 -2%
HC
2355
Hamilton Capital
Ohio
$342K -$5.05K -13 -1%
RCM
2356
Requisite Capital Management
Texas
$342K +$1.17K +3 +0.3%
JF
2357
JSF Financial
California
$342K -$17.5K -45 -5%
EA
2358
Eclectic Associates
California
$341K -$776 -2 -0.2%
WA
2359
Waterford Advisors
New York
$340K +$305K +7,439 +848%
HAG
2360
HF Advisory Group
Maryland
$340K +$54.3K +140 +19%
BW
2361
BXM Wealth
Colorado
$339K +$16.7K +43 +5%
SWA
2362
Strategies Wealth Advisors
Michigan
$339K -$3.11K -8 -0.9%
WCM
2363
Wedge Capital Management
North Carolina
$339K -$17.1K -44 -5%
LF
2364
LifePlan Financial
Minnesota
$339K -$2.33K -6 -0.7%
CJ
2365
Caitlin John
Michigan
$339K +$339K +873 New
BA
2366
Ballew Advisors
Mississippi
$338K -$11.5K -29 -3%
BWP
2367
Burling Wealth Partners
Illinois
$338K -$38.8K -100 -10%
GHA
2368
GW Henssler & Associates
Georgia
$337K -$58.2K -150 -15%
GAM
2369
GEM Asset Management
Michigan
$336K +$81.8K +209 +32%
HAS
2370
Holland Advisory Services
Florida
$335K +$388 +1 +0.1%
MWP
2371
Madison Wealth Partners
Wisconsin
$335K – – –
HFP
2372
Holistic Financial Partners
Indiana
$334K +$34.6K +89 +12%
JWM
2373
Jupiter Wealth Management
Colorado
$334K – – –
BWP
2374
Barlow Wealth Partners
Kentucky
$333K – – –
WFAG
2375
Wescott Financial Advisory Group
Pennsylvania
$332K +$5.82K +15 +2%
93 94
95
96 97