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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 %
CCM
476
Coldstream Capital Management
Washington
$8.37M -$195K -590 -2%
IWM
477
Integris Wealth Management
California
$8.35M – – –
SAM
478
Securian Asset Management
Minnesota
$8.35M -$208K -631 -2%
AWM
479
Axxcess Wealth Management
California
$8.3M +$1.47M +4,470 +22%
AP
480
Americana Partners
Texas
$8.3M +$449K +1,362 +6%
Temasek Holdings
481
Temasek Holdings
Singapore
$8.29M -$4.72M -14,325 -36%
GPTE
482
Generali Powszechne Towarzystwo Emerytalne
Poland
$8.28M – – –
SPC
483
Sigma Planning Corp
Michigan
$8.22M -$474K -1,438 -5%
CBTWT
484
Community Bank & Trust (Waco, Texas)
Texas
$8.2M -$282K -854 -3%
FAT
485
First American Trust
California
$8.17M -$2.12M -6,432 -21%
MCM
486
MAI Capital Management
Ohio
$8.13M +$117K +354 +1%
Balyasny Asset Management
487
Balyasny Asset Management
Illinois
$8.13M +$4.28M +12,974 +111%
NCM
488
Narwhal Capital Management
Georgia
$8.11M -$68.3K -207 -0.8%
BIAS
489
Beacon Investment Advisory Services
New Jersey
$8.08M +$651K +1,973 +9%
PAS
490
Park Avenue Securities
New York
$8.08M +$648K +1,964 +9%
GIM
491
Goelzer Investment Management
Indiana
$8.08M +$2.92M +8,846 +57%
BTI
492
Blue Trust Inc
Georgia
$8.03M +$2.83M +8,574 +54%
TA
493
TruWealth Advisors
Louisiana
$7.96M +$301K +914 +4%
IMCOOI
494
Investment Management Corp of Ontario (IMCO)
Canada
$7.94M +$7.94M +24,075 New
SFM
495
Signet Financial Management
New Jersey
$7.93M +$36.6K +111 +0.5%
SIC
496
Sigma Investment Counselors
Michigan
$7.93M -$493K -1,496 -6%
SG
497
StoneX Group
New York
$7.89M +$207K +627 +3%
DAS
498
Dynamic Advisor Solutions
Arizona
$7.87M +$116K +352 +1%
AAS
499
Ameritas Advisory Services
Nebraska
$7.87M +$1.62M +4,722 +26%
WA
500
Waverly Advisors
Alabama
$7.85M +$748K +2,269 +11%
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