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Caterpillar

2,860 hedge funds and large institutions have $107B invested in Caterpillar in 2025 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,164 increasing their positions, 1,106 reducing their positions, and 196 closing their positions.

Holders
2,860
Holders Change
-103
Holders Change %
-3.48%
% of All Funds
38.86%
Holding in Top 10
38
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-35.59%
% of All Funds
0.52%
New
150
Increased
1,164
Reduced
1,106
Closed
196
Calls
$2.44B
Puts
$2.19B
Net Calls
+$250M
Net Calls Change
+$791M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
101
First Trust Advisors
Illinois
$97.7M 296,129 +3,192 +1%
Cerity Partners
102
Cerity Partners
New York
$97.2M 294,869 +64,654 +28%
GLA
103
Great Lakes Advisors
Illinois
$96.8M 293,456 -7,450 -2%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$96M 291,012 +20,754 +8%
SMDAM
105
Sumitomo Mitsui DS Asset Management
Japan
$95.9M 290,830 +17,163 +6%
Canada Life
106
Canada Life
Manitoba, Canada
$95.4M 288,923 +1,434 +0.5%
Voloridge Investment Management
107
Voloridge Investment Management
Florida
$93.9M 284,837 +264,034 +1,269%
Royal London Asset Management
108
Royal London Asset Management
United Kingdom
$92M 278,955 +22,844 +9%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$91.9M 278,648 +3,237 +1%
Universal-Beteiligungs- und Servicegesellschaft
110
Universal-Beteiligungs- und Servicegesellschaft
Germany
$91.3M 276,946 -23,413 -8%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$90.8M 275,378 +12,352 +5%
Prudential Financial
112
Prudential Financial
New Jersey
$90.6M 274,565 -26,758 -9%
Creative Planning
113
Creative Planning
Kansas
$86.6M 262,465 +20,807 +9%
Osaic Holdings
114
Osaic Holdings
Arizona
$84.7M 256,499 -2,724 -1%
Connor, Clark & Lunn Investment Management (CC&L)
115
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$84.6M 256,656 +200,458 +357%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$84.6M 256,490 -3,417 -1%
Empower Advisory Group
117
Empower Advisory Group
Colorado
$84.6M 256,441 +1,053 +0.4%
Jennison Associates
118
Jennison Associates
New York
$84.5M 256,131 +5,372 +2%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$84.3M 255,575 +2,038 +0.8%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$80.9M 245,394 +16,099 +7%
Mariner
121
Mariner
Kansas
$79.4M 240,807 +9,593 +4%
TD Asset Management
122
TD Asset Management
Ontario, Canada
$78.9M 239,292 -9,708 -4%
Retirement Systems of Alabama
123
Retirement Systems of Alabama
Alabama
$78.9M 239,204 -3,389 -1%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$77.6M 235,195 +1,671 +0.7%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$77.2M 234,021 -14,527 -6%