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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 %
CIA
526
Concurrent Investment Advisors
Florida
$7.19M -$1.3M -3,948 -15%
CHC
527
City Holding Co
West Virginia
$7.15M +$40.6K +123 +0.6%
GAM
528
Groupama Asset Management
France
$7.15M +$424K +1,287 +6%
TCA
529
Trifecta Capital Advisors
Illinois
$7.14M +$104K +314 +1%
FWCM
530
Ferguson Wellman Capital Management
Oregon
$7.12M -$173K -526 -2%
PWP
531
Principle Wealth Partners
Connecticut
$7.11M -$49.1K -149 -0.7%
WB
532
WesBanco Bank
West Virginia
$7.08M -$194K -587 -3%
CBT
533
Central Bank & Trust
Kentucky
$7.07M -$693K -2,100 -9%
MFG
534
Merit Financial Group
Georgia
$7.05M +$394K +1,195 +6%
CNBTD
535
Citizens National Bank Trust Department
Mississippi
$7.01M +$5.94K +18 +0.1%
PS
536
Principal Securities
Iowa
$7M +$24.7K +68 +0.4%
AMIM
537
Aull & Monroe Investment Management
Alabama
$6.96M -$115K -349 -2%
KC
538
Knuff & Co
California
$6.95M – – –
AAF
539
Andra AP-fonden
Sweden
$6.89M -$15.1M -45,800 -69%
AIM
540
ARK Investment Management
Florida
$6.88M +$330 +1 +0%
GS
541
GWN Securities
Florida
$6.87M +$5.88M +16,999 +595%
FMWA
542
Forvis Mazars Wealth Advisors
Missouri
$6.83M -$414K -1,255 -6%
WF
543
Welch & Forbes
Massachusetts
$6.83M -$286K -868 -4%
DILIC
544
Dai-ichi Life Insurance Company
Japan
$6.77M – – –
SWP
545
Sagespring Wealth Partners
Tennessee
$6.76M +$315K +956 +5%
NAAA
546
New Age Alpha Advisors
New York
$6.75M -$2.4M -7,279 -26%
HR
547
Howe & Rusling
New York
$6.75M -$202K -614 -3%
SC
548
Searle & Co
Connecticut
$6.71M – – –
KWA
549
Kingswood Wealth Advisors
California
$6.69M -$866K -2,626 -11%
IA
550
Integrity Alliance
Iowa
$6.66M +$6.15M +18,658 +1,225%
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