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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 %
MWM
301
Moran Wealth Management
Florida
$20.2M +$2.09M +6,352 +12%
MOACM
302
Mutual of America Capital Management
New York
$20.2M -$795K -2,412 -4%
SC
303
Savant Capital
Illinois
$20.1M -$58.7K -178 -0.3%
BC
304
Blackhill Capital
New Jersey
$19.8M – – –
OC
305
Oppenheimer & Co
New York
$19.4M +$1.17M +3,552 +6%
DAM
306
Delta Asset Management
Tennessee
$19.2M -$513K -1,556 -3%
AF
307
Allworth Financial
California
$19.1M +$409K +1,334 +2%
UIM
308
USS Investment Management
United Kingdom
$19.1M -$7.23M -21,900 -27%
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$19M +$212K +642 +1%
EF
310
Empowered Funds
Pennsylvania
$19M +$9.34M +28,308 +97%
Lido Advisors
311
Lido Advisors
California
$18.7M +$3.61M +10,931 +24%
HPG
312
Harvest Portfolios Group
Ontario, Canada
$18.7M +$677K +2,053 +4%
AV
313
ASR Vermogensbeheer
Netherlands
$18.7M +$18.7M +56,561 New
EI
314
Ethic Inc
New York
$18.5M -$329K -995 -2%
SAM
315
Silvercrest Asset Management
New York
$18.5M +$102K +310 +0.6%
ECM
316
Eisler Capital Management
United Kingdom
$18.5M +$16.5M +50,077 +839%
SOADOR
317
State of Alaska Department of Revenue
Alaska
$18.5M +$317K +960 +2%
BCM
318
Brookstone Capital Management
Illinois
$18.4M +$8.06M +24,435 +78%
CIA
319
CCM Investment Advisers
South Carolina
$18.3M -$444K -1,347 -2%
OAM
320
Oppenheimer Asset Management
New York
$18.2M -$769K -2,332 -4%
Kovitz Investment Group Partners
321
Kovitz Investment Group Partners
Illinois
$18.1M -$214K -650 -1%
CA
322
Callahan Advisors
Texas
$18M -$79.8K -242 -0.4%
RCYC
323
Richard C. Young & Co
Rhode Island
$18M -$392K -1,188 -2%
CAM
324
Congress Asset Management
Massachusetts
$17.9M -$410K -1,242 -2%
P
325
&Partners
Tennessee
$17.5M +$1.36M +4,128 +8%
11 12
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