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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 150 funds opening new positions, 1,164 increasing their positions, 1,106 reducing their positions, and 196 closing their positions.

Holders
2,860
Holders Change
-103
Holders Change %
-3.48%
% of All Funds
38.86%
Holding in Top 10
38
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-35.59%
% of All Funds
0.52%
New
150
Increased
1,164
Reduced
1,106
Closed
196
Calls
$2.44B
Puts
$2.19B
Net Calls
+$250M
Net Calls Change
+$791M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.05B
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$466M
3
AS
3
Altshuler Shaham
Israel
$330M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.23B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.2B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.66B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$638M
3
Ameriprise
3
Ameriprise
Minnesota
$536M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.2B
5
Amundi
5
Amundi
France
$475M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$536M 1,626,204 -650,325 -29%
Amundi
27
Amundi
France
$475M 1,554,870 -611,217 -28%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$467M 1,416,464 +5,559 +0.4%
Pacer Advisors
29
Pacer Advisors
Pennsylvania
$466M 1,414,280 +1,364,183 +2,723%
Deutsche Bank
30
Deutsche Bank
Germany
$464M 1,408,016 -158,047 -10%
Primecap Management
31
Primecap Management
California
$455M 1,379,485 -44,961 -3%
Barclays
32
Barclays
United Kingdom
$450M 1,364,224 +53,461 +4%
Swiss National Bank
33
Swiss National Bank
Switzerland
$449M 1,361,600 -8,200 -0.6%
NL
34
Nuveen LLC
North Carolina
$392M 1,281,306 +1,281,306 New
Mitsubishi UFJ Asset Management
35
Mitsubishi UFJ Asset Management
Japan
$390M 1,181,849 +99,940 +9%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$367M 1,114,592 +87,515 +9%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$347M 1,051,592 -22,135 -2%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$342M 1,038,105 +15,687 +2%
AS
39
Altshuler Shaham
Israel
$330M 1,000,626 +1,000,616 +10,006,160%
National Pension Service
40
National Pension Service
South Korea
$329M 997,577 +74,981 +8%
Raymond James Financial
41
Raymond James Financial
Florida
$322M 977,456 +3,726 +0.4%
Citigroup
42
Citigroup
New York
$318M 964,428 +265,038 +38%
LPL Financial
43
LPL Financial
California
$310M 940,372 +30,450 +3%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$283M 857,910 -30,499 -3%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$270M 819,631 -34,886 -4%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$257M 779,317 -70,685 -8%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$247M 748,599 -7,821 -1%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$234M 709,785 +214,093 +43%
Diamond Hill Capital Management
49
Diamond Hill Capital Management
Ohio
$231M 700,736 -231,731 -25%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$221M 668,695 +95,561 +17%
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