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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 %
SSWM
726
Smith Salley Wealth Management
North Carolina
$4.16M +$1.35M +4,093 +48%
HKIM
727
Hayek Kallen Investment Management
Alabama
$4.15M -$1.65K -5 -0%
JIC
728
Johnson Investment Counsel
Ohio
$4.14M -$34.6K -105 -0.8%
BOC
729
Barbara Oil Co
Illinois
$4.12M – – –
MG
730
Mather Group
Illinois
$4.11M +$171K +518 +4%
LSA
731
L & S Advisors
California
$4.11M +$4.11M +12,473 New
EFS
732
Essex Financial Services
Connecticut
$4.1M -$256K -777 -6%
SCM
733
Stonebridge Capital Management
California
$4.1M -$90.7K -275 -2%
JCM
734
Jacobi Capital Management
Pennsylvania
$4.09M +$49.1K +149 +1%
KA
735
Kintegral Advisory
New York
$4.08M -$13.9K -42 -0.3%
AIMCA
736
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.06M – – –
VWM
737
Valley Wealth Managers
New Jersey
$4.05M -$16.2K -49 -0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
738
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.04M +$2.85M +8,634 +240%
ISB
739
Iowa State Bank
Iowa
$4.03M -$124K -377 -3%
MAS
740
Meeder Advisory Services
Ohio
$4.03M -$45.2K -137 -1%
SC
741
Sapient Capital
Indiana
$4.03M -$33K -100 -0.8%
NHC
742
Nicholas Hoffman & Company
Georgia
$4.03M +$302K +915 +8%
MA
743
Modus Advisors
Minnesota
$3.98M -$19.5K -59 -0.5%
VIP
744
Vista Investment Partners
Oklahoma
$3.98M -$44.5K -135 -1%
Envestnet Portfolio Solutions
745
Envestnet Portfolio Solutions
Illinois
$3.95M -$901K -2,733 -19%
NHT
746
New Hampshire Trust
New Hampshire
$3.95M -$28.4K -86 -0.7%
TCOV
747
Trust Company of Vermont
Vermont
$3.94M -$111K -338 -3%
S
748
SignatureFD
Georgia
$3.94M +$80.8K +245 +2%
ACL
749
Applied Capital LLC
Florida
$3.93M -$144K -438 -4%
FFA
750
Farther Finance Advisors
California
$3.91M +$1.15M +3,481 +42%
28 29
30
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