CAT icon

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 %
TF
1726
Tompkins Financial
New York
$666K – – –
TTWM
1727
TCV Trust & Wealth Management
Virginia
$666K +$15.2K +46 +2%
TAM
1728
Townsend Asset Management
North Carolina
$665K – – –
WAG
1729
Winthrop Advisory Group
Massachusetts
$665K +$660 +2 +0.1%
DA
1730
Doliver Advisors
Texas
$664K +$164K +496 +33%
OCM
1731
One Capital Management
California
$664K +$140K +425 +27%
CC
1732
Callan Capital
California
$664K +$9.89K +30 +2%
SC
1733
Saybrook Capital
North Carolina
$660K – – –
SIC
1734
Shoker Investment Counsel
Ohio
$659K +$2.31K +7 +0.4%
S
1735
SimplyRich
California
$658K – – –
CWM
1736
Centurion Wealth Management
Virginia
$656K – – –
WFAG
1737
Worth Financial Advisory Group
North Carolina
$656K -$61.3K -186 -9%
SFG
1738
Sovereign Financial Group
Connecticut
$655K +$62.3K +189 +11%
RWP
1739
Ridgecrest Wealth Partners
California
$654K – – –
DFG
1740
Delta Financial Group
New Jersey
$654K -$4.44K -13 -0.7%
JHCP
1741
Jackson Hole Capital Partners
Oklahoma
$654K +$654K +1,983 New
CAM
1742
Close Asset Management
United Kingdom
$653K -$73.6K -223 -10%
MW
1743
MBL Wealth
North Carolina
$653K +$30.3K +92 +5%
BFA
1744
Beacon Financial Advisory
Ohio
$653K +$7.26K +22 +1%
OHWA
1745
Oak Hill Wealth Advisors
Virginia
$649K +$16.5K +50 +3%
OWP
1746
Obermeyer Wealth Partners
Colorado
$649K +$430K +1,304 +196%
EM
1747
Excalibur Management
Massachusetts
$648K +$17.2K +52 +3%
RWM
1748
Revisor Wealth Management
Ohio
$648K +$362K +1,099 +127%
AWM
1749
Aprio Wealth Management
Georgia
$646K +$21.4K +65 +3%
UBG
1750
United Bank (Georgia)
Georgia
$646K +$5.28K +16 +0.8%
68 69
70
71 72