Caterpillar

CAT

Market cap $198B

1,057 hedge funds and large institutions have $25.9B invested in Caterpillar in 2015 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 399 increasing their positions, 440 reducing their positions, and 126 closing their positions.

New

Increased

Maintained

Reduced

Closed

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

1,057

Holders Change

-70

Holders Change %

-6.21%

% of All Funds

29.54%

Holding in Top 10

Holding in Top 10 Change

-8

Holding in Top 10 Change %

-66.67%

% of All Funds

0.11%

New

Increased

399

Reduced

440

Closed

126

Calls

$931M

Puts

$1.73B

Net Calls

-$803M

Net Calls Change

-$202M

Top Buyers

1	Capital Research Global Investors Los Angeles, California	$628M
2	Harris Associates Chicago, Illinois	$1.06B
3	Invesco Atlanta, Georgia	$413M
4	Wellington Management Group Boston, Massachusetts	$911M
5	Massachusetts Financial Services Boston, Massachusetts	$115M

Top Sellers

1	WRF Waddell & Reed Financial Overland Park, Kansas	$25.1M
2	Lord, Abbett & Co Jersey City, New Jersey	$17M
3	Bank of New York Mellon New York	$576M
4	American Century Companies Kansas City, Missouri	$172M
5	Westfield Capital Management Boston, Massachusetts	$46.4M

#	Name	Holding	Trade Value	Shares Change	Shares Change %
726	CPA 726 Court Place Advisors Ellicott City, Maryland	$443K	+$36.6K	+560	+9%
727	MMG 727 Monetary Management Group St Louis, Missouri	$442K	-$175K	-2,675	-28%
728	ACI 728 Alpha Cubed Investments Irvine, California	$442K	–	–	–
729	IP 729 Investment Partners New Philadelphia, Ohio	$440K	-$26.1K	-402	-6%
730	SAM 730 SignalPoint Asset Management Springfield, Missouri	$438K	+$9.29K	+142	+2%
731	WFG 731 Wills Financial Group Richmond, Virginia	$437K	-$60.3K	-923	-12%
732	TSW 732 Thompson Siegel & Walmsley Richmond, Virginia	$435K	–	–	–
733	AFWA 733 Ancora Family Wealth Advisors Cleveland, Ohio	$430K	+$430K	+6,575	New
734	OC 734 Oarsman Capital Milwaukee, Wisconsin	$426K	+$17.3K	+265	+4%
735	735 Los Angeles Capital Management Los Angeles, California	$421K	–	–	–
736	SCM 736 SOL Capital Management Rockville, Maryland	$418K	–	–	–
737	LNWWM 737 Laird Norton Wetherby Wealth Management San Francisco, California	$414K	-$26.5K	-406	-6%
738	MHS 738 M Holdings Securities Portland, Oregon	$414K	+$44.1K	+675	+12%
739	HVIA 739 Hudson Valley Investment Advisors Goshen, New York	$411K	-$400K	-6,128	-49%
740	CTA 740 Colonial Trust Advisors Spartanburg, South Carolina	$410K	-$106K	-1,625	-21%
741	ANB 741 Amarillo National Bank Amarillo, Texas	$405K	+$33.4K	+511	+9%
742	742 Fuller & Thaler Asset Management San Mateo, California	$405K	+$320K	+4,900	+377%
743	AHC 743 Adell Harriman & Carpenter Houston, Texas	$405K	-$368K	-5,625	-48%
744	MAM 744 Mizuho Asset Management Tokyo, Japan	$399K	+$46.9K	+717	+13%
745	CCFCSB 745 Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$395K	+$3.66K	+56	+0.9%
746	DIA 746 Denver Investment Advisors Denver, Colorado	$393K	-$421K	-6,455	-52%
747	JAFL 747 Jay A. Fishman Ltd Troy, Michigan	$392K	-$9.87K	-151	-2%
748	FFC 748 First Financial Corp Terre Haute, Indiana	$392K	-$48.8K	-746	-11%
749	OA 749 Oxbow Advisors Austin, Texas	$391K	-$138K	-2,122	-26%
750	JIM 750 Jensen Investment Management Lake Oswego, Oregon	$384K	+$5.23K	+80	+1%

Caterpillar CAT Market cap $198B

Top Buyers

Top Sellers

Caterpillar

CAT

Market cap $198B