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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 %
RC
651
RBF Capital
California
$4.95M – – –
GCL
652
Gouws Capital LLC
North Carolina
$4.94M +$306K +928 +7%
BAM
653
Bell Asset Management
Australia
$4.94M +$4.94M +14,981 New
BFAG
654
Blackston Financial Advisory Group
Florida
$4.94M -$7.26K -22 -0.1%
SFS
655
Sowell Financial Services
Arkansas
$4.93M +$833K +2,525 +20%
SWM
656
Spire Wealth Management
Virginia
$4.92M +$659K +1,999 +15%
ET
657
Equitable Trust
Tennessee
$4.89M -$141K -429 -3%
GH
658
GAM Holding
Switzerland
$4.89M +$194K +589 +4%
Verition Fund Management
659
Verition Fund Management
Connecticut
$4.86M +$2.21M +6,697 +83%
LIM
660
Leavell Investment Management
Alabama
$4.85M +$115K +350 +2%
SSB
661
Sandy Spring Bank
Maryland
$4.84M +$62.3K +189 +1%
FBFS
662
First Business Financial Services
Wisconsin
$4.84M – – –
RF
663
Robbins Farley
New Hampshire
$4.84M +$40.9K +124 +0.9%
CNBT
664
Canandaigua National Bank & Trust
New York
$4.83M -$160K -486 -3%
PAA
665
Peregrine Asset Advisers
Oregon
$4.83M +$2.15M +6,525 +80%
WAP
666
Wealthcare Advisory Partners
Pennsylvania
$4.81M -$80.8K -245 -2%
MCC
667
Malaga Cove Capital
California
$4.8M -$37.6K -114 -0.8%
EAM
668
Eukles Asset Management
Ohio
$4.8M +$50.5K +153 +1%
TMAM
669
Tokio Marine Asset Management
Japan
$4.79M +$202K +614 +4%
BC
670
Burney Company
Virginia
$4.78M -$118K -358 -2%
RBA
671
Richard Bernstein Advisors
New York
$4.78M -$194K -588 -4%
B
672
Bailard
California
$4.76M +$47.2K +143 +1%
MIM
673
Montgomery Investment Management
Maryland
$4.74M – – –
MCCP
674
Mission Creek Capital Partners
California
$4.74M -$61.3K -186 -1%
FFWA
675
FRG Family Wealth Advisors
Washington
$4.72M – – –
25 26
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