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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 %
VF
1026
Virtu Financial
New York
$2.02M -$2.66M -8,070 -57%
PI
1027
PFG Investments
New York
$2.02M +$80.1K +243 +4%
OAM
1028
Oak Asset Management
California
$2.02M – – –
CIA
1029
Cascade Investment Advisors
Oregon
$2.02M +$1.65K +5 +0.1%
HWA
1030
HHM Wealth Advisors
Tennessee
$2.01M +$41.2K +125 +2%
WIM
1031
WealthPlan Investment Management
Nebraska
$2.01M – – –
OPCM
1032
Osborne Partners Capital Management
California
$2.01M +$17.5K +53 +0.9%
RWA
1033
River Wealth Advisors
Pennsylvania
$2.01M -$54.7K -166 -3%
SW
1034
Solidarity Wealth
Utah
$2M +$2M +6,074 New
CWM
1035
Cordatus Wealth Management
Pennsylvania
$2M +$1.59M +4,837 +392%
MA
1036
MONECO Advisors
Connecticut
$2M +$330 +1 +0%
BFO
1037
Biltmore Family Office
North Carolina
$1.99M – – –
WBCM
1038
Wilson & Boucher Capital Management
California
$1.99M -$41.2K -125 -2%
ESB
1039
Essex Savings Bank
Connecticut
$1.99M -$33K -100 -2%
DWM
1040
Drive Wealth Management
Utah
$1.99M +$1.04M +3,168 +111%
SA
1041
Strategic Advisors
New York
$1.98M +$94.7K +287 +5%
TSW
1042
Thompson Siegel & Walmsley
Virginia
$1.98M -$108K -326 -5%
COA
1043
Crown Oak Advisors
California
$1.98M – – –
BFA
1044
Bragg Financial Advisors
North Carolina
$1.97M -$44.5K -135 -2%
CAM
1045
Cozad Asset Management
Illinois
$1.97M -$557K -1,690 -22%
KTC
1046
Kentucky Trust Company
Kentucky
$1.97M -$29.7K -90 -1%
ACM
1047
Aljian Capital Management
Nevada
$1.96M +$3.3K +10 +0.2%
BCWM
1048
Bartlett & Co Wealth Management
Ohio
$1.95M -$55.1K -167 -3%
PCTC
1049
Perkins Coie Trust Company
Washington
$1.94M -$85.4K -259 -4%
WA
1050
Wealth Architects
California
$1.94M +$577K +1,749 +42%
40 41
42
43 44