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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 %
LC
1276
Lindbrook Capital
California
$1.3M -$189K -573 -13%
IG
1277
ING Group
Netherlands
$1.3M -$33.3M -100,829 -96%
GIP
1278
Granite Investment Partners
California
$1.3M – – –
EHC
1279
Everett Harris & Co
California
$1.3M -$9.89K -30 -0.8%
BTC
1280
Bank & Trust Company
Illinois
$1.29M +$7.92K +24 +0.6%
EFA
1281
Evernest Financial Advisors
Indiana
$1.29M -$37.3K -113 -3%
EWM
1282
EPG Wealth Management
Georgia
$1.29M +$1.11M +3,355 +593%
MFA
1283
Mayflower Financial Advisors
Massachusetts
$1.29M -$9.24K -28 -0.7%
DLA
1284
Douglas Lane & Associates
New York
$1.29M -$259K -785 -17%
PP
1285
Patten & Patten
Tennessee
$1.29M -$8.24K -25 -0.6%
BB
1286
Burford Brothers
Texas
$1.29M +$61K +185 +5%
RPC
1287
Rossmore Private Capital
Connecticut
$1.29M +$27K +82 +2%
SC
1288
SouthState Corp
Florida
$1.29M +$326K +987 +34%
LFS
1289
Legacy Financial Strategies
Kansas
$1.28M -$2.23M -6,760 -63%
CG
1290
Cynosure Group
Utah
$1.28M +$171K +520 +16%
TNB
1291
Thomasville National Bank
Georgia
$1.27M +$90.7K +275 +8%
RMDI
1292
R.M. Davis Inc
Maine
$1.27M +$6.6K +20 +0.5%
CC
1293
Centiva Capital
New York
$1.27M -$431K -1,308 -25%
BAM
1294
Byrne Asset Management
New Jersey
$1.27M -$93.3K -283 -7%
BAM
1295
Berkshire Asset Management
Pennsylvania
$1.27M +$130K +402 +11%
NQWM
1296
Northwest Quadrant Wealth Management
Oregon
$1.27M -$6.6K -20 -0.5%
LI
1297
LRI Investments
Florida
$1.27M – – –
CIM
1298
CIM Investment Management
Pennsylvania
$1.27M -$1.32K -4 -0.1%
TCA
1299
Transcend Capital Advisors
New Jersey
$1.26M +$65K +197 +5%
PA
1300
Promethium Advisors
Maryland
$1.26M +$70.9K +215 +6%
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