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Caterpillar
CAT

Overview Fund Activity

2,859 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
2,859
Holders Change
-105
Holders Change %
-3.54%
% of All Funds
38.84%
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 %
URS
251
Utah Retirement Systems
Utah
$26.4M -$392K -1,190 -1%
RFC
252
Regions Financial Corp
Alabama
$26.3M -$735K -2,229 -3%
LCS
253
Levin Capital Strategies
New York
$26.2M -$800K -2,427 -3%
VDI
254
Vaughan David Investments
Illinois
$26M -$2.97K -9 -0%
Mirae Asset Global ETFs Holdings
255
Mirae Asset Global ETFs Holdings
Hong Kong
$26M +$2.35M +7,125 +10%
CII
256
Capital International Inc
California
$25.5M -$17.2M -52,195 -40%
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$25.1M +$2.46M +7,459 +11%
NAM
258
NorthCrest Asset Manangement
Minnesota
$25.1M +$373K +1,130 +2%
CWM
259
Congress Wealth Management
Massachusetts
$24.6M +$4.63M +14,027 +23%
PGFC
260
Peapack-Gladstone Financial Corp
New Jersey
$24.4M -$2.4M -7,289 -9%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$24.4M -$667K -2,023 -3%
WIC
262
Willis Investment Counsel
Georgia
$24.3M +$1.32K +4 +0%
SC
263
Scotia Capital
Ontario, Canada
$23.9M -$1.55M -4,712 -6%
ACM
264
Advisors Capital Management
New Jersey
$23.8M +$540K +1,636 +2%
FP
265
Foundry Partners
Minnesota
$23.7M -$4.6M -13,953 -16%
MIM
266
Marco Investment Management
Georgia
$23.6M -$65.3K -198 -0.3%
X
267
Xponance
Pennsylvania
$23.3M +$179K +544 +0.8%
AFP
268
Ausdal Financial Partners
Iowa
$23.3M +$503K +1,524 +2%
Jones Financial Companies
269
Jones Financial Companies
Missouri
$23.3M +$5.65M +17,123 +32%
SI
270
Stephens Inc
Arkansas
$23.2M -$6.88M -20,869 -23%
PFSRSONJ
271
Police & Firemen's Retirement System of New Jersey
New Jersey
$23.2M -$302K -917 -1%
NPA
272
Nichols & Pratt Advisers
Massachusetts
$23.1M -$825K -2,500 -3%
GAM
273
Gotham Asset Management
New York
$22.9M -$1.89M -5,721 -8%
GT
274
Glenview Trust
Kentucky
$22.6M -$639K -1,938 -3%
BMSSC
275
B. Metzler seel. Sohn & Co
Germany
$22.5M -$18.5M -55,961 -45%
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