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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 %
WCM
776
Whitener Capital Management
North Carolina
$3.66M -$82.8K -251 -2%
SOAMC
777
Spirit of America Management Corp
New York
$3.66M -$98.9K -300 -3%
KWM
778
Kingsview Wealth Management
Oregon
$3.65M -$28.4K -86 -0.8%
CAM
779
CPA Asset Management
Florida
$3.63M – – –
MGIA
780
Moneta Group Investment Advisors
Missouri
$3.61M -$42.2K -128 -1%
SCA
781
Stokes Capital Advisors
South Carolina
$3.61M +$3.61M +10,933 New
CFD
782
Creative Financial Designs
Indiana
$3.6M -$231K -701 -6%
FFN
783
Focus Financial Network
Minnesota
$3.58M -$22.4K -68 -0.6%
SC
784
Slow Capital
California
$3.57M +$46.8K +142 +1%
SMC
785
Smith, Moore & Co
Missouri
$3.57M -$150K -454 -4%
AMG
786
Asset Management Group
Connecticut
$3.56M +$11.5K +35 +0.3%
BWM
787
BNC Wealth Management
Oregon
$3.56M +$68.6K +208 +2%
BWAM
788
Boyd Watterson Asset Management
Ohio
$3.54M – – –
JIP
789
Jaffetilchin Investment Partners
Florida
$3.53M +$193K +584 +6%
ONB
790
Old National Bancorp
Indiana
$3.52M -$463K -1,404 -12%
TW
791
TritonPoint Wealth
Maryland
$3.52M +$29.7K +90 +0.9%
LA
792
Lifeworks Advisors
Michigan
$3.5M +$411K +1,245 +13%
MWM
793
Mission Wealth Management
California
$3.5M +$855K +2,593 +32%
MAM
794
Mystic Asset Management
Rhode Island
$3.5M – – –
HT
795
Heritage Trust
Oklahoma
$3.5M +$252K +763 +8%
AAM
796
Advisors Asset Management
Colorado
$3.49M -$2.02M -6,124 -37%
RCM
797
Rokos Capital Management
United Kingdom
$3.48M +$3.48M +10,558 New
GVAG
798
Great Valley Advisor Group
Delaware
$3.48M +$146K +444 +4%
DT
799
Diversified Trust
Tennessee
$3.48M +$961K +2,915 +38%
BBA
800
BLB&B Advisors
Pennsylvania
$3.47M +$4.95K +15 +0.1%
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