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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 %
AFA
1376
AA Financial Advisors
Ohio
$1.14M -$91.7K -278 -7%
BCA
1377
Bay Colony Advisors
Massachusetts
$1.14M +$73.2K +222 +7%
SFS
1378
Security Financial Services
Indiana
$1.13M +$9.89K +30 +0.9%
CFS
1379
CRA Financial Services
New Jersey
$1.13M -$166K -503 -13%
LA
1380
Legacy Advisors
Pennsylvania
$1.13M +$103K +311 +10%
QPBE
1381
Quintet Private Bank (Europe)
Luxembourg
$1.13M -$21.1K -64 -2%
VA
1382
Valmark Advisers
Ohio
$1.13M +$28.4K +86 +3%
NAS
1383
Nicolet Advisory Services
Wisconsin
$1.12M +$5.49K +19 +0.5%
BST
1384
Bath Savings Trust
Maine
$1.12M -$1.65K -5 -0.1%
MFG
1385
Magnus Financial Group
New York
$1.12M -$85.7K -260 -7%
PWP
1386
Perfromance Wealth Partners
Illinois
$1.12M -$44.5K -135 -4%
RAM
1387
Ramirez Asset Management
New York
$1.12M -$939K -2,848 -46%
TIM
1388
Total Investment Management
Arizona
$1.12M -$1.65K -5 -0.1%
JWCA
1389
J.W. Coons Advisors
Ohio
$1.11M -$33K -100 -3%
GC
1390
Grimes & Company
Massachusetts
$1.11M -$989 -3 -0.1%
MMM
1391
Mendel Money Management
Illinois
$1.1M +$2.31K +7 +0.2%
Fidelity International
1392
Fidelity International
Bermuda
$1.1M +$735K +2,230 +200%
APG
1393
Abacus Planning Group
South Carolina
$1.1M +$147K +446 +15%
AO
1394
Advisor OS
Illinois
$1.1M -$207K -628 -16%
Hudson Bay Capital Management
1395
Hudson Bay Capital Management
Connecticut
$1.09M +$1.09M +3,312 New
BFO
1396
Boston Family Office
Massachusetts
$1.09M +$330 +1 +0%
AAB
1397
ABN AMRO Bank
Netherlands
$1.09M – – –
CG
1398
Corundum Group
Colorado
$1.08M -$762K -2,310 -41%
OWM
1399
Orca Wealth Management
Florida
$1.08M -$660 -2 -0.1%
VCP
1400
Verus Capital Partners
Arizona
$1.08M -$23.7K -72 -2%
54 55
56
57 58