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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 %
ZP
276
Zimmer Partners
New York
$22.4M +$12.5M +37,830 +126%
BPWM
277
Badgley Phelps Wealth Managers
Washington
$22.3M +$120K +365 +0.5%
JSSH
278
J. Safra Sarasin Holding
$22.1M -$433K -1,312 -2%
ATN
279
AMF Tjänstepension
Sweden
$22.1M – – –
GIM
280
Grassi Investment Management
California
$22.1M -$16.5K -50 -0.1%
Pathstone Holdings
281
Pathstone Holdings
New Jersey
$21.8M +$302K +917 +1%
PAG
282
Private Advisor Group
New Jersey
$21.6M -$806K -2,443 -4%
FT
283
Fiduciary Trust
Massachusetts
$21.5M +$284K +862 +1%
Public Employees Retirement Association of Colorado
284
Public Employees Retirement Association of Colorado
Colorado
$21.4M -$59.4K -180 -0.3%
Public Sector Pension Investment Board (PSP Investments)
285
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.3M +$1.42M +4,300 +7%
FMI
286
Factory Mutual Insurance
Massachusetts
$21.1M – – –
NYLIM
287
New York Life Investment Management
New York
$21.1M -$291K -881 -1%
USAA
288
United Services Automobile Association
Texas
$21.1M – – –
Wealthfront Advisers
289
Wealthfront Advisers
California
$20.9M +$785K +2,380 +4%
WCMN
290
Westchester Capital Management (Nebraska)
Nebraska
$20.9M +$154K +468 +0.7%
Renaissance Technologies
291
Renaissance Technologies
New York
$20.9M -$32.5M -98,481 -61%
AAMU
292
AEGON Asset Management (UK)
United Kingdom
$20.8M -$6.98M -21,147 -25%
Janus Henderson Group
293
Janus Henderson Group
United Kingdom
$20.6M -$131K -398 -0.6%
Lazard Asset Management
294
Lazard Asset Management
New York
$20.6M +$2.39M +7,250 +13%
TWC
295
TD Waterhouse Canada
Ontario, Canada
$20.5M -$3.39M -10,276 -14%
Fayez Sarofim & Co
296
Fayez Sarofim & Co
Texas
$20.4M +$417K +1,265 +2%
CIC
297
Cutler Investment Counsel
Oregon
$20.3M -$607K -1,840 -3%
CIS
298
Capital International Sarl
California
$20.3M -$18.3M -55,541 -47%
NAM
299
Nissay Asset Management
Japan
$20.2M +$186K +565 +0.9%
VPIM
300
Vanguard Personalized Indexing Management
California
$20.2M +$1.1M +3,328 +6%
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