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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 %
NS
1201
NBC Securities
Alabama
$1.44M +$1.44M +4,370 +72,833%
XF
1202
XML Financial
Maryland
$1.44M +$24.4K +74 +2%
SFFS
1203
Stonehage Fleming Financial Services
Jersey
$1.44M – – –
FHA
1204
Flagship Harbor Advisors
Massachusetts
$1.44M +$1.98K +6 +0.1%
RT
1205
Rockland Trust
Massachusetts
$1.44M -$197K -598 -12%
FAM
1206
Flaharty Asset Management
Florida
$1.43M -$84.1K -255 -6%
ANB
1207
Amarillo National Bank
Texas
$1.43M – – –
CWP
1208
Cyndeo Wealth Partners
Florida
$1.43M -$276K -837 -16%
NFSG
1209
Newbridge Financial Services Group
Florida
$1.43M -$20.1K -61 -1%
DI
1210
Diligent Investors
California
$1.43M -$157K -475 -10%
RIG
1211
RiverFront Investment Group
Virginia
$1.43M +$460K +1,395 +48%
SRA
1212
Secured Retirement Advisors
Minnesota
$1.43M -$2.48M -7,512 -63%
OHIS
1213
Oak Harvest Investment Services
Texas
$1.42M -$11.9K -36 -0.8%
GWSG
1214
GPS Wealth Strategies Group
Colorado
$1.42M -$139K -420 -9%
SIA
1215
Sit Investment Associates
Minnesota
$1.42M – – –
TFA
1216
Transamerica Financial Advisors
Florida
$1.42M +$44.5K +135 +3%
BPAMU
1217
BTG Pactual Asset Management US
New York
$1.42M -$1.87M -5,668 -57%
RBFC
1218
Roman Butler Fullerton & Co
Missouri
$1.42M -$25.5K -87 -2%
TBA
1219
Tower Bridge Advisors
Pennsylvania
$1.42M +$66K +200 +5%
RCM
1220
RNC Capital Management
California
$1.41M +$642K +1,948 +84%
SAI
1221
Savvy Advisors Inc
New York
$1.41M +$74.9K +227 +6%
FIM
1222
Freedom Investment Management
Connecticut
$1.41M -$15.2K -46 -1%
MI
1223
Motiv8 Investments
Florida
$1.41M – – –
CC
1224
Courier Capital
New York
$1.41M -$23.7K -72 -2%
UF
1225
Univest Financial
Pennsylvania
$1.4M -$46.5K -141 -3%
47 48
49
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