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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 %
SWA
1101
Stratos Wealth Advisors
Ohio
$1.75M +$111K +337 +7%
AB
1102
Atlas Brown
Kentucky
$1.74M -$21.4K -65 -1%
HIP
1103
HUB Investment Partners
Texas
$1.73M +$576K +1,745 +50%
LFM
1104
LGT Fund Management
Liechtenstein
$1.73M – – –
EIA
1105
Eldridge Investment Advisors
New Hampshire
$1.73M -$6.6K -20 -0.4%
TNA
1106
True North Advisors
Texas
$1.72M -$75.2K -228 -4%
AFCM
1107
Applied Finance Capital Management
Puerto Rico
$1.72M +$93.3K +283 +6%
WANY
1108
Wealthspire Advisors (New York)
New York
$1.71M -$79.8K -242 -4%
CPC
1109
CFC Planning Company
Indiana
$1.71M +$118K +357 +7%
IA
1110
IFG Advisory
Georgia
$1.71M -$54.4K -165 -3%
WG
1111
Wealth Group
North Carolina
$1.71M +$24.1K +73 +1%
EWA
1112
Exencial Wealth Advisors
Oklahoma
$1.71M +$15.2K +46 +0.9%
MAM
1113
Martingale Asset Management
Massachusetts
$1.7M -$322K -976 -16%
SAM
1114
Smartleaf Asset Management
Massachusetts
$1.69M +$96.3K +292 +6%
RLH
1115
RD Lewis Holdings
Florida
$1.69M +$6.47K +20 +0.4%
NFA
1116
Northern Financial Advisors
Michigan
$1.68M -$19.8K -60 -1%
BFA
1117
Benedict Financial Advisors
Georgia
$1.68M -$34K -103 -2%
YDMI
1118
Y.D. More Investments
Israel
$1.68M -$103K -312 -6%
BIA
1119
Beacon Investment Advisors
Maryland
$1.68M +$12.5K +38 +0.8%
MNBTD
1120
Moody National Bank Trust Division
Texas
$1.67M +$57.1K +173 +4%
IA
1121
IFC Advisors
California
$1.67M -$28.4K -86 -2%
WR
1122
WD Rutherford
Oregon
$1.67M -$29.3K -100 -2%
CCA
1123
Corps Capital Advisors
Texas
$1.67M +$4.62K +14 +0.3%
AA
1124
Advisory Alpha
Michigan
$1.67M +$20.4K +62 +1%
WAAG
1125
Wealth Alliance Advisory Group
Kansas
$1.66M +$300K +910 +22%
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