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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 %
TFA
751
Teamwork Financial Advisors
Texas
$3.9M -$674K -2,045 -15%
ACIM
752
Azimuth Capital Investment Management
Michigan
$3.89M -$170K -515 -4%
ACM
753
Argyle Capital Management
Pennsylvania
$3.88M +$69.3K +210 +2%
NSIM
754
North Star Investment Management
Illinois
$3.88M -$180K -547 -4%
RCM
755
Regency Capital Management
Hawaii
$3.88M +$33.3K +101 +0.9%
QCG
756
Quadrant Capital Group
Ohio
$3.87M +$1.67M +5,065 +76%
JPMIA
757
J.P. Marvel Investment Advisors
Massachusetts
$3.87M -$202K -613 -5%
RBI
758
Raiffeisen Bank International
Austria
$3.87M +$926K +2,808 +31%
SVWAG
759
Sound View Wealth Advisors Group
Georgia
$3.86M -$69.9K -212 -2%
MCM
760
MV Capital Management
Maryland
$3.86M +$235K +713 +6%
PA
761
Procyon Advisors
Connecticut
$3.84M +$55.1K +167 +1%
IWM
762
IHT Wealth Management
Illinois
$3.84M +$560K +1,699 +17%
PT
763
Plimoth Trust
Massachusetts
$3.82M -$308K -934 -7%
HCM
764
Hudson Capital Management
New Jersey
$3.81M +$215K +652 +6%
NAMA
765
Nikko Asset Management Americas
New York
$3.81M -$263K -796 -6%
TCOT
766
Trust Company of Toledo
Ohio
$3.79M – – –
SCP
767
Seizert Capital Partners
Michigan
$3.76M -$47.2K -143 -1%
JSC
768
Jackson Square Capital
California
$3.75M -$1.82M -5,528 -33%
AIP
769
Ameritas Investment Partners
Nebraska
$3.75M -$184K -558 -5%
Members Trust
770
Members Trust
Florida
$3.74M -$17.5K -53 -0.5%
GI
771
GAMMA Investing
California
$3.73M +$905K +2,745 +32%
MAM
772
MWA Asset Management
Massachusetts
$3.72M +$73.2K +222 +2%
PFA
773
Pure Financial Advisors
California
$3.69M +$161K +488 +5%
PWA
774
Providence Wealth Advisors
Illinois
$3.68M -$36.6K -111 -1%
MCC
775
Money Concepts Capital
Florida
$3.68M +$12.9K +39 +0.4%
29 30
31
32 33