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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 %
TA
1001
TKG Advisors
Indiana
$2.1M +$132K +400 +7%
WPC
1002
Wedmont Private Capital
Pennsylvania
$2.1M -$53.7K -183 -2%
4WM
1003
44 Wealth Management
Oregon
$2.1M -$49.8K -151 -2%
IP
1004
Ignite Planners
California
$2.09M +$169K +538 +9%
AP
1005
Advisors Preferred
Maryland
$2.08M +$2.08M +6,300 New
FPCP
1006
Fort Point Capital Partners
California
$2.08M -$79.8K -242 -4%
GLA
1007
Good Life Advisors
Pennsylvania
$2.08M +$8.57K +26 +0.4%
EIP
1008
Ellis Investment Partners
Pennsylvania
$2.08M -$249K -756 -11%
CCA
1009
Checchi Capital Advisers
California
$2.07M +$37.9K +115 +2%
CB
1010
CNB Bank
Pennsylvania
$2.07M +$115K +350 +6%
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$2.07M +$97.3K +295 +5%
GMFG
1012
Greater Midwest Financial Group
Minnesota
$2.07M +$108K +327 +6%
RMC
1013
Resources Management Corp
Connecticut
$2.06M -$31.3K -95 -2%
EFM
1014
E Fund Management
China
$2.05M +$313K +950 +18%
WAM
1015
Weatherly Asset Management
California
$2.05M -$1.65K -5 -0.1%
EHWM
1016
Eads & Heald Wealth Management
Georgia
$2.05M -$77.2K -234 -4%
DLCIG
1017
D.L. Carlson Investment Group
New Hampshire
$2.05M -$261K -792 -11%
WCM
1018
Weaver Capital Management
Georgia
$2.05M -$867K -2,630 -30%
VPF
1019
Vantage Point Financial
Illinois
$2.03M +$30.3K +92 +2%
KMWM
1020
Keudell/Morrison Wealth Management
Oregon
$2.03M +$59K +179 +3%
MWM
1021
Massachusetts Wealth Management
Massachusetts
$2.03M -$102K -310 -5%
ATWA
1022
Arbor Trust Wealth Advisors
Michigan
$2.02M -$128K -387 -6%
FCA
1023
FLC Capital Advisors
California
$2.02M -$43.2K -131 -2%
PWMAG
1024
Pinnacle Wealth Management Advisory Group
New Jersey
$2.02M +$158K +480 +8%
NW
1025
NewEdge Wealth
Pennsylvania
$2.02M -$93.7K -284 -4%
39 40
41
42 43