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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 %
SSW
951
Stone Summit Wealth
Florida
$2.33M +$107K +325 +5%
CSI
952
Cross Staff Investments
New York
$2.33M -$12.5K -38 -0.5%
VWM
953
Vivid Wealth Management
Iowa
$2.32M +$138K +419 +6%
FWM
954
Forefront Wealth Management
Pennsylvania
$2.31M +$10.2K +31 +0.4%
SLI
955
Sumitomo Life Insurance
Japan
$2.31M -$35.6K -108 -2%
HAI
956
Hennessy Advisors Inc
California
$2.31M -$528K -1,600 -19%
OAM
957
Ostrum Asset Management
France
$2.31M +$577K +1,751 +33%
SIA
958
Schear Investment Advisers
Ohio
$2.3M +$38.6K +117 +2%
LB
959
Legacy Bridge
Iowa
$2.3M -$58K -176 -2%
QIM
960
Quest Investment Management
Oregon
$2.3M – – –
FSA
961
Franklin Street Advisors
North Carolina
$2.3M -$14.2K -43 -0.6%
MWM
962
Modera Wealth Management
New Jersey
$2.29M -$56.4K -171 -2%
GIA
963
Gladstone Institutional Advisory
Florida
$2.29M -$799K -2,424 -26%
ClearBridge Investments
964
ClearBridge Investments
New York
$2.29M +$446K +1,351 +24%
VNA
965
Valley National Advisers
Pennsylvania
$2.28M +$91K +276 +4%
C
966
Certuity
Florida
$2.28M +$290K +878 +15%
SIG
967
Sargent Investment Group
Maryland
$2.28M +$130K +394 +6%
BA
968
BCM Advisors
Louisiana
$2.27M -$13.6K -42 -0.6%
TSWM
969
Triangle Securities Wealth Management
North Carolina
$2.27M +$66.3K +201 +3%
RA
970
RFG Advisory
Alabama
$2.26M +$40.9K +124 +2%
SF
971
Slagle Financial
Illinois
$2.25M -$9.89K -30 -0.4%
DAS
972
DMKC Advisory Services
Iowa
$2.25M -$4.95K -15 -0.2%
SCA
973
STALEY CAPITAL ADVISERS
Pennsylvania
$2.24M – – –
CD
974
Chapin Davis
Maryland
$2.24M -$127K -384 -5%
TWM
975
Trueblood Wealth Management
Ohio
$2.24M +$10.9K +33 +0.5%
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