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Caterpillar
CAT

Overview Fund Activity

2,860 hedge funds and large institutions have $107B invested in Caterpillar in 2025 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 1,165 increasing their positions, 1,106 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,860
Holders Change
-105
Holders Change %
-3.54%
% of All Funds
38.85%
Holding in Top 10
38
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-35.59%
% of All Funds
0.52%
New
148
Increased
1,165
Reduced
1,106
Closed
196
Calls
$2.44B
Puts
$2.19B
Net Calls
+$250M
Net Calls Change
+$791M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$484M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$450M
3
AS
Altshuler Shaham
Israel
+$330M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$268M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.75B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$926M
3
Ameriprise
Ameriprise
Minnesota
-$214M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$196M
5
Amundi
Amundi
France
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
2576
ORBA Wealth Advisors
Illinois
$211K – – –
OC
2577
Optima Capital
Oregon
$211K -$1.65K -5 -0.8%
CWI
2578
Conscious Wealth Investments
Florida
$211K +$211K +647 New
PCA
2579
Peddock Capital Advisors
Massachusetts
$210K +$2.31K +7 +1%
OC
2580
Opinicus Capital
Florida
$209K -$4.62K -14 -2%
BMWS
2581
Brady Martz Wealth Solutions
North Dakota
$209K – – –
TWA
2582
Talisman Wealth Advisors
New Jersey
$208K +$330 +1 +0.2%
BIG
2583
Bush Investment Group
Georgia
$208K – – –
LCC
2584
Lincoln Capital Corp
Rhode Island
$208K +$14.8K +45 +8%
RB
2585
Renasant Bank
Mississippi
$207K +$19.5K +59 +10%
MAM
2586
McLean Asset Management
Virginia
$207K -$12.9K -47 -6%
CVM
2587
Cheviot Value Management
California
$206K -$30.7K -95 -13%
SC
2588
Stephens Consulting
Michigan
$206K +$57.7K +175 +39%
FBT
2589
First Bank & Trust
South Dakota
$206K -$18.8K -57 -8%
BMM
2590
Buffington Mohr McNeal
Idaho
$206K – – –
RIM
2591
RW Investment Management
Idaho
$206K +$13.5K +41 +7%
COFSG
2592
Carbahal Olsen Financial Services Group
California
$205K +$205K +621 New
MCM
2593
Morton Capital Management
California
$205K -$6.27K -19 -3%
SGI
2594
Swan Global Investments
Colorado
$205K +$205K +621 New
AOWM
2595
Alpha Omega Wealth Management
Virginia
$205K +$205K +621 New
RWI
2596
Red Wave Investments
Pennsylvania
$205K +$330 +1 +0.2%
IWS
2597
Integrity Wealth Solutions
Colorado
$205K – – –
BLAM
2598
Bourne Lent Asset Management
New York
$204K – – –
WCP
2599
Wealthcare Capital Partners
Pennsylvania
$203K +$660 +2 +0.3%
SL
2600
Salomon & Ludwin
Virginia
$203K +$659 +2 +0.3%
102 103
104
105 106