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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 %
SGI
2901
Summit Global Investments
Utah
– -$805K -2,220 Closed
HIS
2902
Harvest Investment Services
Illinois
– -$767K -2,114 Closed
BCM
2903
Bienville Capital Management
New York
– -$728K -2,007 Closed
FTUS
2904
Flow Traders U.S.
New York
– -$704K -1,942 Closed
BAG
2905
Bridgewealth Advisory Group
California
– -$671K -1,896 Closed
EP
2906
Essential Planning
New Hampshire
– -$655K -1,690 Closed
TCG
2907
Transcendent Capital Group
Oklahoma
– -$598K -1,648 Closed
BOTPPF
2908
Board of the Pension Protection Fund
United Kingdom
– -$580K -1,600 Closed
OCM
2909
Objective Capital Management
Ohio
– -$545K -1,501 Closed
MCB
2910
Morton Community Bank
Illinois
– -$542K -1,493 Closed
ACM
2911
Andina Capital Management
Utah
– -$532K -1,466 Closed
MIM
2912
Morningstar Investment Management
Illinois
– -$489K -1,348 Closed
BIP
2913
Blueprint Investment Partners
North Carolina
– -$483K -1,332 Closed
LWL
2914
Leo Wealth LLC
Texas
– -$469K -1,293 Closed
AI
2915
AdvisorShares Investments
Maryland
– -$461K -1,270 Closed
WHCI
2916
W.H. Cornerstone Investments
Massachusetts
– -$458K -1,262 Closed
WFC
2917
Western Financial Corp
California
– -$433K -1,194 Closed
AFM
2918
Armstrong Fleming & Moore
District of Columbia
– -$429K -1,184 Closed
SPI
2919
Sutton Place Investors
New York
– -$428K -1,181 Closed
SPA
2920
Sherbrooke Park Advisers
New York
– -$410K -1,131 Closed
DCM
2921
Driehaus Capital Management
Illinois
– -$404K -1,114 Closed
NWWA
2922
New Wave Wealth Advisors
Arkansas
– -$401K -1,106 Closed
GSWM
2923
Greenup Street Wealth Management
Michigan
– -$399K -1,099 Closed
SAM
2924
Secure Asset Management
Michigan
– -$377K -1,040 Closed
SRL
2925
Scientech Research LLC
New Jersey
– -$355K -978 Closed
115 116
117
118 119