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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 %
BG
901
BDF Gestion
France
$2.63M – – –
FWM
902
Focused Wealth Management
New York
$2.63M +$73.9K +224 +3%
ATC
903
Adirondack Trust Company
New York
$2.62M -$44.2K -134 -2%
FHA
904
First Horizon Advisors
Tennessee
$2.61M -$15.2K -46 -0.6%
HKAM
905
Horizon Kinetics Asset Management
New York
$2.61M -$8.25K -25 -0.3%
FIM
906
Fruth Investment Management
Texas
$2.6M -$1.65K -5 -0.1%
LIM
907
Loudon Investment Management
New Hampshire
$2.6M -$33K -100 -1%
PIA
908
Petredis Investment Advisors
Pennsylvania
$2.59M +$2.59M +7,868 New
FMB
909
Field & Main Bank
Kentucky
$2.59M -$7.92K -24 -0.3%
AUB
910
Atlantic Union Bankshares
Virginia
$2.58M -$44.9K -136 -2%
HCM
911
Howland Capital Management
Massachusetts
$2.58M – – –
LBC
912
Lowe Brockenbrough & Co
Virginia
$2.57M +$1.32K +4 +0.1%
VBCG
913
Valley Brook Capital Group
Pennsylvania
$2.57M -$42.5K -129 -2%
GFA
914
Gifford Fong Associates
California
$2.57M – – –
OA
915
Oxbow Advisors
Texas
$2.56M -$25.1K -76 -1%
PTC
916
Private Trust Company
Ohio
$2.56M -$228K -691 -8%
HCA
917
Harbor Capital Advisors
Illinois
$2.55M -$1.02M -3,106 -29%
DJSG
918
D.J. St. Germain
Massachusetts
$2.55M -$203K -614 -7%
LHC
919
Little House Capital
Massachusetts
$2.55M +$142K +432 +6%
OPA
920
Old Port Advisors
Maine
$2.55M -$49.5K -150 -2%
MLA
921
MB, Levis & Associates
Pennsylvania
$2.55M +$3.3K +10 +0.1%
LSPW
922
Lake Street Private Wealth
Illinois
$2.54M +$175K +532 +7%
MS
923
Maven Securities
Jersey
$2.54M +$2.23M +6,776 +730%
CIA
924
Choate Investment Advisors
Massachusetts
$2.53M +$80.5K +244 +3%
OCM
925
Orleans Capital Management
Louisiana
$2.53M +$14.8K +45 +0.6%
35 36
37
38 39