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Caterpillar

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
Name Holding Trade Value Shares
Change
Shares
Change %
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$219M +$65.1M +197,241 +42%
Principal Financial Group
52
Principal Financial Group
Iowa
$217M -$21.4M -64,809 -9%
HighTower Advisors
53
HighTower Advisors
Illinois
$213M -$2.55M -7,731 -1%
Corient Private Wealth
54
Corient Private Wealth
Florida
$209M -$23.1M -69,892 -10%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$205M -$26.1M -79,026 -11%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$204M -$2.94M -9,008 -1%
Stifel Financial
57
Stifel Financial
Missouri
$203M -$12.7M -38,437 -6%
ProShare Advisors
58
ProShare Advisors
Maryland
$199M -$32.4M -98,158 -14%
American Century Companies
59
American Century Companies
Missouri
$197M +$27.7M +83,939 +16%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$197M +$29.5M +89,432 +18%
Bank Julius Baer & Co
61
Bank Julius Baer & Co
Switzerland
$196M -$58.1M -159,645 -23%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$196M -$4.61M -13,991 -2%
Franklin Resources
63
Franklin Resources
California
$188M +$34.9M +105,749 +23%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$184M +$19.8M +59,370 +12%
AllianceBernstein
65
AllianceBernstein
Tennessee
$177M -$3.61M -10,932 -2%
US Bancorp
66
US Bancorp
Minnesota
$175M -$6M -18,185 -3%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$168M -$399K -1,210 -0.2%
Jane Street
68
Jane Street
New York
$157M +$134M +407,478 +594%
Victory Capital Management
69
Victory Capital Management
Texas
$153M -$6.11M -18,537 -4%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$153M
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$153M -$7.26M -22,025 -5%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$145M +$1.38M +4,186 +1%
APG Asset Management
73
APG Asset Management
Netherlands
$143M +$8.4M +27,519 +6%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$140M +$4.58M +13,890 +3%
ZIM
75
Zacks Investment Management
Illinois
$139M +$1.59M +4,813 +1%