CAT icon

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 %
LCM
501
Logan Capital Management
Pennsylvania
$7.8M -$88.4K -268 -1%
CPC
502
Consolidated Planning Corp
Georgia
$7.8M -$3.8M -11,528 -33%
SOS
503
Silver Oak Securities
Tennessee
$7.76M -$282K -856 -4%
BBA
504
Baader Bank Aktiengesellschaft
Germany
$7.76M +$264K +804 +4%
VIM
505
Vinva Investment Management
Australia
$7.75M +$1.47M +4,452 +23%
CC
506
Cartenna Capital
Connecticut
$7.75M +$7.75M +23,500 New
HZ
507
Hixon Zuercher
Ohio
$7.73M +$187K +567 +2%
FC
508
Fusion Capital
South Carolina
$7.69M +$3.3K +10 +0%
MIG
509
McGuire Investment Group
Rhode Island
$7.62M +$45.2K +137 +0.6%
FPGT
510
Financial Partners Group (Tennessee)
Tennessee
$7.61M -$346K -1,048 -4%
IC
511
IEQ Capital
California
$7.58M +$1.47M +4,462 +24%
KCPG
512
Kavar Capital Partners Group
Kansas
$7.54M -$26.1K -79 -0.3%
SYBT
513
Stock Yards Bank & Trust
Kentucky
$7.53M -$17.1M -51,806 -69%
CAG
514
Crestwood Advisors Group
Massachusetts
$7.48M +$245K +743 +3%
TCBWMS
515
Texas Capital Bank Wealth Management Services
Texas
$7.48M -$1.14M -3,463 -13%
JWCA
516
J.W. Cole Advisors
Florida
$7.46M +$4.27M +12,960 +134%
MSRPS
517
Maryland State Retirement & Pension System
Maryland
$7.46M -$1.25M -3,795 -14%
NMERB
518
New Mexico Educational Retirement Board
New Mexico
$7.45M -$165K -500 -2%
MMA
519
Miracle Mile Advisors
California
$7.44M -$107K -325 -1%
CICC
520
Capital Investment Counsel (Colorado)
Colorado
$7.44M -$44.9K -136 -0.6%
LS
521
Livforsakringsbolaget Skandia
Sweden
$7.44M -$1.48M -4,500 -17%
TIAA Trust, National Association
522
TIAA Trust, National Association
North Carolina
$7.34M -$202K -611 -3%
MAM
523
Madison Asset Management
Wisconsin
$7.31M -$429K -1,300 -6%
ET
524
Entropy Technologies
New York
$7.31M +$7.31M +22,173 New
HFM
525
Hartford Financial Management
Connecticut
$7.23M -$117K -356 -2%
19 20
21
22 23