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Caterpillar
CAT

Overview Fund Activity

2,859 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
2,859
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
$2.05B
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$466M
3
AS
Altshuler Shaham
Israel
$330M
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.23B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.2B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.66B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$638M
3
Ameriprise
Ameriprise
Minnesota
$536M
4
Vanguard Group
Vanguard Group
Pennsylvania
$15.2B
5
Amundi
Amundi
France
$475M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
126
Squarepoint
New York
$77.1M +$12.4M +37,455 +19%
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$75.6M +$10.4M +31,601 +16%
RG
128
Rathbones Group
United Kingdom
$73.4M +$5.04M +15,288 +7%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$72.5M +$1.4M +4,260 +2%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$71.4M +$5.6M +16,986 +9%
Truist Financial
131
Truist Financial
North Carolina
$71.3M +$1.93M +5,842 +3%
Millennium Management
132
Millennium Management
New York
$70.5M -$35.7M -108,368 -34%
NA
133
NewEdge Advisors
Louisiana
$67.7M +$6.35M +19,240 +10%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$67.4M -$3.49M -10,581 -5%
SG Americas Securities
135
SG Americas Securities
New York
$67.3M +$3.14M +9,535 +5%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$67.3M -$24.7M -74,908 -27%
M&T Bank
137
M&T Bank
New York
$66.7M -$2.48M -7,508 -4%
Allianz Asset Management
138
Allianz Asset Management
Germany
$65.6M -$62.6M -189,862 -49%
BG
139
Bollard Group
Massachusetts
$64.2M +$104K +316 +0.2%
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$64M -$33.6M -101,796 -34%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$63.2M +$9.42M +28,570 +18%
Arrowstreet Capital
142
Arrowstreet Capital
Massachusetts
$61.8M +$61.8M +187,486 New
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$60.7M -$517K -1,568 -0.8%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$60.3M +$1.45M +4,387 +2%
Credit Agricole
145
Credit Agricole
France
$59.3M +$29.7M +89,934 +100%
ORIO
146
Old Republic International (ORI)
Illinois
$58.4M – – –
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$57.9M -$26.7M -81,043 -32%
Russell Investments Group
148
Russell Investments Group
United Kingdom
$57.3M +$5.1M +15,455 +10%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$57.2M +$822K +2,491 +1%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$56.5M +$2.66M +8,053 +5%
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