CAT icon

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 %
TIA
976
Trust Investment Advisors
Indiana
$2.23M -$150K -454 -6%
AIM
977
Aigen Investment Management
New York
$2.21M +$2.21M +6,710 New
AAM
978
AR Asset Management
California
$2.21M – – –
ERIC
979
Eagle Rock Investment Company
Georgia
$2.21M +$256K +775 +13%
GLR
980
Great Lakes Retirement
Ohio
$2.21M +$109K +330 +5%
RAM
981
Redmond Asset Management
Virginia
$2.2M – – –
SCP
982
Stamos Capital Partners
California
$2.19M -$316K -959 -13%
GSB
983
Greenfield Savings Bank
Massachusetts
$2.19M +$51.8K +157 +2%
HWMO
984
Heritage Wealth Management (Ohio)
Ohio
$2.19M -$144K -437 -6%
CPA
985
Court Place Advisors
Maryland
$2.19M -$91K -276 -4%
SAA
986
Southeast Asset Advisors
Georgia
$2.19M +$991K +3,004 +83%
NRG
987
Nemes Rush Group
Michigan
$2.18M -$41.6K -126 -2%
MWM
988
MFG Wealth Management
Indiana
$2.17M +$74.5K +226 +4%
CA
989
CGN Advisors
Kansas
$2.17M +$57.1K +173 +3%
SC
990
Syon Capital
California
$2.17M +$169K +513 +8%
ANTB
991
AMG National Trust Bank
Colorado
$2.16M -$19.8K -60 -0.9%
CT
992
Coastline Trust
Rhode Island
$2.15M +$77.2K +234 +4%
SFP
993
Shepherd Financial Partners
Massachusetts
$2.13M +$191K +579 +10%
PSC
994
Portman Square Capital
United Kingdom
$2.13M +$2.13M +6,464 New
HI
995
Harbour Investments
Wisconsin
$2.12M -$38.6K -117 -2%
IWS
996
Insight Wealth Strategies
California
$2.12M +$9.56K +29 +0.5%
CWAG
997
Compton Wealth Advisory Group
Virginia
$2.12M -$292K -886 -12%
APP
998
Avantax Planning Partners
Iowa
$2.11M +$45.8K +139 +2%
GWP
999
Gen-Wealth Partners
Michigan
$2.11M +$103K +311 +5%
IAIM
1000
International Assets Investment Management
Florida
$2.11M +$311K +944 +17%
38 39
40
41 42