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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 %
SW
351
SlateStone Wealth
Florida
$14.9M +$1.58M +4,782 +12%
AAIM
352
American Assets Investment Management
California
$14.8M – – –
GAM
353
Generali Asset Management
Italy
$14.8M -$2.99M -9,071 -17%
IAN
354
Integrated Advisors Network
Texas
$14.8M -$4.7M -14,239 -24%
HWM
355
HB Wealth Management
Georgia
$14.5M +$2.08M +6,311 +17%
RIM
356
Rakuten Investment Management
Japan
$14.4M +$14.4M +43,818 New
AIA
357
Allied Investment Advisors
Montana
$14.2M +$401K +1,217 +3%
GT
358
Glenmede Trust
Pennsylvania
$14.1M -$7.68M -23,282 -35%
AM
359
Atwater Malick
Pennsylvania
$14.1M +$170K +514 +1%
SIC
360
Salem Investment Counselors
North Carolina
$14M +$100K +304 +0.7%
Dodge & Cox
361
Dodge & Cox
California
$13.8M -$8.25K -25 -0.1%
SWM
362
Segment Wealth Management
Texas
$13.8M +$405K +1,227 +3%
CANC
363
Culbertson A N & Co
Virginia
$13.8M -$2.97K -9 -0%
Acadian Asset Management
364
Acadian Asset Management
Massachusetts
$13.8M +$9.45M +28,650 +219%
SCTC
365
Sanibel Captiva Trust Company
Florida
$13.7M -$1.53M -4,650 -10%
SCA
366
Stillwater Capital Advisors
Pennsylvania
$13.7M +$105K +318 +0.8%
BCM
367
Birmingham Capital Management
Alabama
$13.7M -$894K -2,710 -6%
NCM
368
Noesis Capital Mangement
Florida
$13.7M +$254K +769 +2%
OPERF
369
Oregon Public Employees Retirement Fund
Oregon
$13.5M -$120K -364 -0.9%
WP
370
Woodline Partners
California
$13.3M +$3.75M +11,384 +39%
CS
371
Candriam SCA
Luxembourg
$13.3M +$115K +350 +0.9%
QP
372
Quilter Plc
United Kingdom
$13.2M -$52.8K -160 -0.4%
CHAM
373
Clear Harbor Asset Management
Connecticut
$13.2M -$667K -2,021 -5%
PCM
374
Parsons Capital Management
Rhode Island
$13.1M -$139K -420 -1%
ETC
375
Exchange Traded Concepts
Oklahoma
$13.1M -$3.1M -9,405 -19%
13 14
15
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