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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 %
WWA
1576
Wealth Watch Advisors
Colorado
$826K +$258K +1,153 +45%
WCM
1577
Winebrenner Capital Management
Kentucky
$825K -$46.2K -140 -5%
DEM
1578
Disciplined Equity Management
Florida
$825K -$13.2K -40 -2%
SGC
1579
Slocum, Gordon & Co
Rhode Island
$825K – – –
SCA
1580
Sippican Capital Advisors
Massachusetts
$825K – – –
FMN
1581
Financial Management Network
California
$824K +$560 +2 +0.1%
TPW
1582
Talon Private Wealth
Florida
$823K +$798K +2,421 +3,272%
MJP
1583
Michael J. Puzo
$821K -$72.6K -220 -8%
BWA
1584
Bordeaux Wealth Advisors
California
$821K +$321K +972 +64%
CIM
1585
Contravisory Investment Management
Massachusetts
$820K -$6.45M -19,545 -89%
QT
1586
Quantbot Technologies
New York
$819K -$29K -88 -3%
SAM
1587
Seelaus Asset Management
New Jersey
$809K – – –
BCM
1588
Brasada Capital Management
Texas
$808K +$808K +2,450 New
FFL
1589
Future Fund LLC
Illinois
$807K +$807K +2,446 New
T
1590
Tidemark
California
$804K +$42.5K +129 +6%
AWA
1591
Arbor Wealth Advisors
Michigan
$804K – – –
TAM
1592
Trillium Asset Management
Massachusetts
$803K -$3.3K -10 -0.4%
EW
1593
Elyxium Wealth
California
$800K +$800K +2,427 New
PHIC
1594
Pine Haven Investment Counsel
Massachusetts
$800K -$28K -85 -3%
CPIG
1595
Chicago Partners Investment Group
Illinois
$800K +$34.6K +108 +5%
BWP
1596
BSW Wealth Partners
Colorado
$800K -$138K -417 -15%
CFA
1597
Cahill Financial Advisors
Minnesota
$799K +$1.98K +6 +0.2%
AWM
1598
Accredited Wealth Management
Kentucky
$799K – – –
SAM
1599
Sompo Asset Management
Japan
$798K -$75.9K -230 -9%
RW
1600
REDW Wealth
New Mexico
$797K +$26.7K +81 +3%
62 63
64
65 66