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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 %
TVWM
2876
Tower View Wealth Management
Wisconsin
– -$5.44M -14,991 Closed
TI
2877
Trexquant Investment
Connecticut
– -$4.76M -13,119 Closed
LG
2878
Leuthold Group
Minnesota
– -$4.64M -12,800 Closed
FC
2879
FORA Capital
Florida
– -$4.47M -12,311 Closed
ISFAN
2880
Investor's Fiduciary Advisor Network
Washington
– -$3.7M -10,205 Closed
IWA
2881
IBEX Wealth Advisors
New Jersey
– -$3.61M -9,961 Closed
BFA
2882
Brendel Financial Advisors
New Hampshire
– -$3.41M -9,403 Closed
GIS
2883
Graphene Investments SAS
France
– -$2.97M -8,200 Closed
SW
2884
SVB Wealth
Massachusetts
– -$2.53M -6,978 Closed
PWM
2885
Pinnacle Wealth Management
California
– -$2.33M -6,425 Closed
CFGS
2886
Concourse Financial Group Securities
Alabama
– -$2.36M -5,921 Closed
PWSG
2887
Pacific Wealth Strategies Group
California
– -$2.14M -5,899 Closed
CFA
2888
Camarda Financial Advisors
Florida
– -$2.08M -5,746 Closed
MC
2889
Mirabaud & Cie
Switzerland
– -$1.71M -4,706 Closed
WP
2890
WMS Partners
Maryland
– -$1.66M -4,578 Closed
Betterment LLC
2891
Betterment LLC
New York
– -$1.64M -4,528 Closed
MAMU
2892
Myriad Asset Management US
Florida
– -$1.54M -4,243 Closed
FA
2893
Fiducient Advisors
Illinois
– -$1.53M -4,216 Closed
APC
2894
Aspire Private Capital
North Carolina
– -$1.18M -3,266 Closed
VEA
2895
Virtus ETF Advisers
New York
– -$1.07M -2,950 Closed
AIP
2896
Arrowpoint Investment Partners
Singapore
– -$1.06M -2,928 Closed
WAM
2897
WealthTrust Asset Management
Florida
– -$936K -2,581 Closed
MFS
2898
Monetta Financial Services
Illinois
– -$907K -2,500 Closed
CWP
2899
Curated Wealth Partners
California
– -$877K -2,418 Closed
OAM
2900
Oxford Asset Management
United Kingdom
– -$826K -2,277 Closed
114 115
116
117 118