CAT icon

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 %
APW
2426
Axim Planning & Wealth
Ohio
$311K -$6.21K -16 -2%
ME
2427
McIlrath & Eck
Washington
$310K +$57.4K +148 +23%
OCPWS
2428
One Charles Private Wealth Services
Massachusetts
$310K – – –
RWM
2429
Riverbend Wealth Management
South Carolina
$310K +$19K +49 +7%
RW
2430
Rede Wealth
Virginia
$309K -$5.82K -15 -2%
DWM
2431
DecisionMap Wealth Management
Virginia
$308K +$3.49K +9 +1%
OIS
2432
OneAscent Investment Solutions
Alabama
$308K -$111K -285 -26%
GFA
2433
Gallagher Fiduciary Advisors
Illinois
$307K +$776 +2 +0.3%
EIG
2434
Ellenbecker Investment Group
Wisconsin
$307K -$19.8K -51 -6%
CWMK
2435
Caliber Wealth Management (Kansas)
Kansas
$307K +$307K +791 New
CF
2436
Cyr Financial
Illinois
$307K -$59K -152 -16%
FEG
2437
Financial Enhancement Group
Indiana
$306K +$3.65K +9 +1%
CRWM
2438
Castle Rock Wealth Management
California
$305K +$2.48K +6 +0.8%
WIM
2439
Westside Investment Management
California
$305K +$20.7K +53 +7%
TSS
2440
Two Sigma Securities
New York
$304K +$304K +784 New
PI
2441
Pettee Investors
Connecticut
$304K – – –
DI
2442
Disciplined Investments
Oklahoma
$304K -$1.55K -4 -0.5%
R
2443
Rebalance
California
$303K -$17.5K -45 -5%
SHGA
2444
Sand Hill Global Advisors
California
$302K +$2.72K +7 +0.9%
PGWM
2445
Parisi Gray Wealth Management
New Jersey
$302K – – –
HA
2446
Helium Advisors
Washington
$301K – – –
MWM
2447
MBE Wealth Management
Wisconsin
$301K -$5.05K -13 -2%
SFPG
2448
Stonebridge Financial Planning Group
Florida
$300K -$38.4K -99 -11%
MA
2449
MBA Advisors
Pennsylvania
$300K -$3.11K -8 -1%
HCP
2450
Holt Capital Partners
Texas
$299K – – –
96 97
98
99 100