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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 %
AA
851
Aire Advisors
California
$2.97M -$66K -200 -2%
MCM
852
Mill Capital Management
North Carolina
$2.97M -$243K -738 -8%
BIM
853
Baldwin Investment Management
Pennsylvania
$2.96M +$394K +1,195 +15%
SDIC
854
South Dakota Investment Council
South Dakota
$2.96M – – –
FFA
855
Fairfield Financial Advisors
Massachusetts
$2.95M +$556K +1,686 +23%
CA
856
Cannon Advisors
North Carolina
$2.95M -$93.3K -283 -3%
PIM
857
Penobscot Investment Management
Massachusetts
$2.94M -$19.8K -60 -0.7%
DWA
858
Douglass Winthrop Advisors
New York
$2.93M -$5.61K -17 -0.2%
KFP
859
KMG Fiduciary Partners
Ohio
$2.93M +$1.58M +4,794 +117%
ALAM
860
Asahi Life Asset Management
Japan
$2.93M -$12.5K -38 -0.4%
A
861
AlphaQuest
New York
$2.92M +$2.35M +7,126 +411%
FIA
862
Foundations Investment Advisors
Arizona
$2.92M +$382K +1,157 +15%
HHAM
863
HITE Hedge Asset Management
Massachusetts
$2.91M -$778K -2,360 -21%
SCM
864
Schnieders Capital Management
California
$2.9M -$330K -1,000 -10%
WBC
865
Westpac Banking Corp
Australia
$2.89M – – –
AG
866
AlTi Global
New York
$2.89M -$134K -406 -4%
CIG
867
Cullen Investment Group
Louisiana
$2.87M -$24.1K -73 -0.8%
WorldQuant Millennium Advisors
868
WorldQuant Millennium Advisors
New York
$2.86M +$1.45M +4,404 +103%
PP
869
Prudential plc
United Kingdom
$2.85M -$1.1M -3,329 -28%
NW
870
Naviter Wealth
Arkansas
$2.83M +$13.2K +40 +0.5%
AAIS
871
ABN AMRO Investment Solutions
$2.82M +$21.8K +66 +0.8%
PH
872
Pinnacle Holdings
Oklahoma
$2.82M -$137K -415 -5%
RSA
873
River Street Advisors
Illinois
$2.81M – – –
CA
874
Clune & Associates
Illinois
$2.81M +$2.97K +9 +0.1%
DCM
875
Davidson Capital Management
Texas
$2.8M -$385K -1,167 -12%
33 34
35
36 37