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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 %
IWA
1226
IVC Wealth Advisors
Pennsylvania
$1.4M +$88.4K +268 +7%
SAW
1227
Signal Advisors Wealth
Michigan
$1.4M -$28K -85 -2%
ST
1228
Smithfield Trust
Pennsylvania
$1.4M +$46.1K +140 +3%
TLP
1229
Trinity Legacy Partners
Texas
$1.4M -$4.95M -14,031 -78%
BFM
1230
Boothbay Fund Management
New York
$1.4M +$1.4M +4,240 New
PWG
1231
Portside Wealth Group
Utah
$1.4M -$104K -315 -7%
CPA
1232
Cardiff Park Advisors
California
$1.4M -$5.61K -17 -0.4%
WP
1233
Wealthspan Partners
Iowa
$1.39M -$3.3K -10 -0.2%
WAM
1234
Werlinich Asset Management
Connecticut
$1.39M – – –
SC
1235
Solstein Capital
California
$1.39M – – –
RIM
1236
Redwood Investment Management
Arizona
$1.38M +$1.38M +4,198 New
CAG
1237
Csenge Advisory Group
Florida
$1.38M -$120K -407 -8%
AAM
1238
Aureus Asset Management
Massachusetts
$1.38M – – –
ACG
1239
Allen Capital Group
Nebraska
$1.38M -$24.4K -74 -2%
MWA
1240
Midland Wealth Advisors
Illinois
$1.38M -$22.1K -67 -2%
WIC
1241
Wilkins Investment Counsel
Massachusetts
$1.38M -$33K -100 -2%
AWA
1242
Acorn Wealth Advisors
Michigan
$1.37M – – –
WT
1243
Washington Trust
Rhode Island
$1.37M -$42.9K -130 -3%
HR
1244
Hardy Reed
Mississippi
$1.37M +$19.1K +58 +1%
DP
1245
Denver PWM
Colorado
$1.37M +$1.37M +4,150 New
PTC
1246
Philadelphia Trust Company
Pennsylvania
$1.37M -$7.56M -22,926 -85%
BP
1247
BBR Partners
New York
$1.37M -$4.95K -15 -0.4%
IC
1248
Inscription Capital
Texas
$1.37M +$1.37M +3,732 New
LF
1249
Lantz Financial
Illinois
$1.36M +$3.3K +10 +0.2%
KJHP
1250
K.J. Harrison & Partners
Ontario, Canada
$1.36M +$41.2K +125 +3%
48 49
50
51 52