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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 %
MWPCG
2376
Measured Wealth Private Client Group
New Hampshire
$331K -$180K -464 -35%
PG
2377
Prostatis Group
Maryland
$331K -$68.3K -176 -17%
PCS
2378
Personal CFO Solutions
New Jersey
$331K +$3.1K +8 +0.9%
WWC
2379
Waypoint Wealth Counsel
Georgia
$331K +$3.88K +10 +1%
AWM
2380
Arista Wealth Management
Nevada
$330K +$330K +851 New
FC
2381
Financial Council
Maryland
$330K – – –
OFW
2382
Omnia Family Wealth
Florida
$330K +$32.6K +84 +11%
PWA
2383
Peterson Wealth Advisors
Utah
$330K +$34.6K +89 +12%
QFW
2384
QTR Family Wealth
Florida
$329K +$12K +31 +4%
AC
2385
Allstate Corporation
Illinois
$329K -$4.6M -11,852 -93%
BSSFA
2386
Baron Silver Stevens Financial Advisors
Florida
$328K +$24.5K +63 +8%
KFGK
2387
Keystone Financial Group (Kentucky)
Kentucky
$328K -$15.5K -40 -5%
MEAC
2388
M.E. Allison & Co
Texas
$328K +$388 +1 +0.1%
DO
2389
denkapparat Operations
Germany
$328K – – –
LPAM
2390
Lodestar Private Asset Management
California
$327K – – –
AGWCA
2391
Annis Gardner Whiting Capital Advisors
Florida
$327K +$42.7K +110 +15%
CWG
2392
Crown Wealth Group
North Carolina
$326K -$10.1K -26 -3%
SSA
2393
South Street Advisors
New York
$326K – – –
NFA
2394
Northwest Financial Advisors
Virginia
$326K -$3.88K -10 -1%
SSC
2395
Syverson Strege & Co
Iowa
$326K +$326K +839 New
TIM
2396
Tortoise Investment Management
New York
$326K +$4.66K +12 +1%
WCM
2397
WealthBridge Capital Management
Ohio
$326K -$114K -294 -26%
CPL
2398
CAP Partners LLC
Tennessee
$326K +$10.9K +28 +3%
OP
2399
ORG Partners
Indiana
$325K +$21.8K +41 +7%
SBWIC
2400
Schaper Benz & Wise Investment Counsel
Wisconsin
$324K – – –
94 95
96
97 98