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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 %
SIA
1426
Schechter Investment Advisors
Michigan
$1.03M -$545K -1,653 -35%
FCB
1427
First County Bank
Connecticut
$1.03M +$28.4K +86 +3%
MC
1428
Machina Capital
France
$1.02M +$1.02M +3,104 New
PCG
1429
Prosperity Consulting Group
Maryland
$1.02M -$76.5K -232 -7%
BWS
1430
Buck Wealth Strategies
Colorado
$1.02M +$321K +973 +46%
SFS
1431
Stiles Financial Services
Minnesota
$1.02M +$71.2K +216 +8%
MFG
1432
Menard Financial Group
Texas
$1.02M +$10.3K +32 +1%
TIA
1433
Traphagen Investment Advisors
New Jersey
$1.02M -$7.26K -22 -0.7%
AM
1434
AGF Management
Ontario, Canada
$1.01M – – –
UCI
1435
Uncommon Cents Investing
Wisconsin
$1.01M +$14.2K +43 +1%
SMA
1436
Sage Mountain Advisors
Georgia
$1.01M +$139K +421 +16%
WLIM
1437
White Lighthouse Investment Management
Massachusetts
$1M +$162K +490 +19%
GCM
1438
Graham Capital Management
Connecticut
$1,000K +$1,000K +3,032 New
FC
1439
Forte Capital
New York
$998K +$426K +1,292 +75%
IIC
1440
Ironwood Investment Counsel
Arizona
$996K +$31.7K +96 +3%
VWM
1441
Vermillion Wealth Management
Minnesota
$996K +$2.64K +8 +0.3%
TPCW
1442
TD Private Client Wealth
New York
$996K +$22.8K +69 +2%
EPIM
1443
Evelyn Partners Investment Management
$991K +$991K +5,986 New
AC
1444
Apella Capital
Connecticut
$991K +$739K +2,455 +293%
MWA
1445
Martel Wealth Advisors
Washington
$989K – – –
SACTSONJ
1446
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$989K – – –
BA
1447
Birinyi Associates
Connecticut
$989K – – –
FFO
1448
Fiduciary Family Office
Florida
$986K +$986K +2,989 New
HCM
1449
Howard Capital Management
Georgia
$985K -$122K -369 -11%
HNWAG
1450
High Net Worth Advisory Group
Florida
$982K -$53.5K -162 -5%
56 57
58
59 60