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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 %
BFG
2401
Beacon Financial Group
Texas
$324K -$174K -449 -35%
GPWM
2402
Grant Private Wealth Management
California
$324K -$151K -390 -32%
DBRC
2403
D.B. Root & Company
Pennsylvania
$323K -$46.6K -120 -13%
CP
2404
Castleview Partners
Texas
$323K +$26K +67 +9%
JCM
2405
Jacobsen Capital Management
Utah
$323K +$323K +831 New
CWM
2406
ClientFirst Wealth Management
Arkansas
$321K – – –
PWM
2407
Partners Wealth Management
California
$321K – – –
EWA
2408
Encompass Wealth Advisors
Oregon
$320K -$388 -1 -0.1%
AWCI
2409
Alpine Woods Capital Investors
New York
$319K – – –
AT
2410
American Trust
Kentucky
$318K +$318K +820 New
EFG
2411
Embree Financial Group
Illinois
$317K +$66.4K +171 +26%
FFA
2412
Florida Financial Advisors
Florida
$317K +$22.9K +59 +8%
WCFA
2413
Walkner Condon Financial Advisors
Wisconsin
$316K – – –
BFA
2414
Bright Financial Advisors
Michigan
$316K – – –
CIC
2415
Chase Investment Counsel
Virginia
$316K – – –
FFP
2416
Freedom Financial Partners
Minnesota
$316K – – –
LFA
2417
Laraway Financial Advisors
Minnesota
$316K – – –
SHFP
2418
Second Half Financial Partners
Florida
$316K +$316K +813 New
HWAM
2419
Hennion & Walsh Asset Management
New Jersey
$315K -$252K -648 -44%
SWG
2420
Summit Wealth Group
Vermont
$315K +$315K +812 New
MHC
2421
May Hill Capital
Massachusetts
$314K +$50.9K +131 +19%
MAM
2422
McLean Asset Management
Virginia
$313K +$13.1K +33 +4%
MMA
2423
Mizuho Markets Americas
New York
$313K -$930K -2,396 -75%
TWD
2424
True Wealth Design
Ohio
$312K -$4.66K -12 -1%
CWMS
2425
Cannon Wealth Management Services
North Carolina
$311K +$1.17K +3 +0.4%
95 96
97
98 99