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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 %
FFA
1401
Founders Financial Alliance
North Carolina
$1.08M +$86.7K +263 +9%
KFS
1402
Keynote Financial Services
Connecticut
$1.08M +$13.5K +41 +1%
LA
1403
LexAurum Advisors
Kansas
$1.07M +$1.32K +4 +0.1%
TNBTD
1404
Trustmark National Bank Trust Department
Mississippi
$1.07M -$22.8K -69 -2%
RFN
1405
RDA Financial Network
Iowa
$1.07M +$98.3K +298 +10%
MBT
1406
Montecito Bank & Trust
California
$1.07M +$2.97K +9 +0.3%
ALC
1407
Alexander Labrunerie & Co
Missouri
$1.07M -$44.9K -136 -4%
CCA
1408
Cadent Capital Advisors
Oklahoma
$1.07M +$173K +524 +19%
GCM
1409
GKV Capital Management
California
$1.07M -$33K -100 -3%
AAM
1410
Auxier Asset Management
Oregon
$1.07M – – –
WDL
1411
Well Done LLC
Michigan
$1.06M +$4.72K +13 +0.4%
CC
1412
Constitution Capital
Connecticut
$1.06M +$297K +900 +39%
RIA
1413
Richwood Investment Advisors
Ohio
$1.06M +$179K +543 +20%
TCM
1414
Telos Capital Management
California
$1.06M +$13.2K +40 +1%
MMA
1415
Mizuho Markets Americas
New York
$1.06M -$1.24M -3,756 -54%
PWA
1416
Provenance Wealth Advisors
Florida
$1.05M – – –
CIM
1417
Corda Investment Management
Texas
$1.05M -$35.6K -108 -3%
BDPWM
1418
Barnes Dennig Private Wealth Management
Ohio
$1.05M +$1.05M +3,174 New
BMC
1419
Benin Management Corp
Connecticut
$1.04M +$22.4K +68 +2%
FHWM
1420
Fox Hill Wealth Management
Massachusetts
$1.04M +$629K +1,907 +152%
TAM
1421
Taurus Asset Management
New York
$1.04M – – –
RF
1422
Rossby Financial
Florida
$1.04M +$678K +2,214 +187%
EW
1423
Evoke Wealth
California
$1.04M -$29.4K -89 -3%
TIA
1424
Tiemann Investment Advisors
California
$1.04M -$36.3K -110 -3%
CCM
1425
Chilton Capital Management
Texas
$1.04M -$271K -823 -21%
55 56
57
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