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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 %
SC
1301
Savoie Capital
Illinois
$1.26M – – –
SFG
1302
SNS Financial Group
Minnesota
$1.26M +$26.7K +81 +2%
BHA
1303
Beech Hill Advisors
New York
$1.25M – – –
SCM
1304
Spreng Capital Management
Ohio
$1.25M -$71.9K -218 -5%
CNFG
1305
Creegan & Nassoura Financial Group
New Hampshire
$1.25M – – –
CFM
1306
Catalyst Funds Management
Australia
$1.25M +$950K +2,880 +320%
GWP
1307
Gateway Wealth Partners
Wisconsin
$1.25M +$38.6K +117 +3%
HWA
1308
HCR Wealth Advisors
California
$1.25M -$5.28K -16 -0.4%
MF
1309
Montis Financial
Massachusetts
$1.25M -$13.2K -40 -1%
CFG
1310
Copley Financial Group
California
$1.25M – – –
AIA
1311
Affinity Investment Advisors
California
$1.24M -$158K -478 -11%
NRD
1312
Nebula Research & Development
New York
$1.24M +$1.24M +3,775 New
XT
1313
XTX Topco
Cayman Islands
$1.24M +$926K +2,809 +294%
PCA
1314
Prosperity Capital Advisors
Ohio
$1.24M -$28.1K -85 -2%
1WM
1315
1858 Wealth Management
Ohio
$1.24M +$137K +416 +12%
SB
1316
Strategic Blueprint
Georgia
$1.24M +$69.9K +212 +6%
CCG
1317
Cypress Capital Group
Florida
$1.23M +$19.1K +58 +2%
PMSA
1318
Patrick M. Sweeney & Associates
Illinois
$1.23M -$1.65K -5 -0.1%
FSA
1319
Fort Sheridan Advisors
Illinois
$1.23M -$54.4K -165 -4%
SFA
1320
Souders Financial Advisors
Ohio
$1.23M +$16.2K +49 +1%
RMP
1321
Richards, Merrill & Peterson
Washington
$1.22M +$28.4K +86 +2%
SWM
1322
Silverlake Wealth Management
Vermont
$1.22M +$14.8K +45 +1%
BL
1323
Balentine LLC
Georgia
$1.22M +$989K +3,000 +437%
VCM
1324
Voleon Capital Management
California
$1.22M +$1.22M +3,685 New
IP
1325
Investment Partners
Ohio
$1.22M +$85.7K +260 +8%
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