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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 %
SNBOSCI
2351
Security National Bank of Sioux City Iowa
Iowa
$285K -$13.2K -40 -4%
JWM
2352
Jupiter Wealth Management
Colorado
$285K -$159K -450 -36%
HAS
2353
Holland Advisory Services
Florida
$285K – – –
MWP
2354
Madison Wealth Partners
Wisconsin
$285K -$8.25K -25 -3%
BDF
2355
Black Diamond Financial
Maryland
$283K +$330 +1 +0.1%
GW
2356
Griffith & Werner
Georgia
$282K – – –
BCM
2357
BluePointe Capital Management
California
$281K +$281K +853 New
1L
2358
10Elms LLP
Oklahoma
$281K – – –
NFA
2359
Northwest Financial Advisors
Virginia
$280K – – –
FC
2360
Financial Council
Maryland
$280K – – –
WFA
2361
WMG Financial Advisors
Tennessee
$280K +$1.65K +5 +0.6%
PCS
2362
Personal CFO Solutions
New Jersey
$278K +$65.7K +199 +31%
MEAC
2363
M.E. Allison & Co
Texas
$278K +$330 +1 +0.1%
MAG
2364
Mayfair Advisory Group
Alabama
$278K +$330 +1 +0.1%
DO
2365
denkapparat Operations
Germany
$278K -$75.9K -230 -21%
LPAM
2366
Lodestar Private Asset Management
California
$278K -$8.25K -25 -3%
EIG
2367
Ellenbecker Investment Group
Wisconsin
$278K +$660 +2 +0.2%
WWC
2368
Waypoint Wealth Counsel
Georgia
$277K -$20.8K -63 -7%
WFAG
2369
Wescott Financial Advisory Group
Pennsylvania
$277K -$11.2K -34 -4%
SSA
2370
South Street Advisors
New York
$277K – – –
CPWA
2371
Cerro Pacific Wealth Advisors
California
$276K +$726 +2 +0.3%
UAG
2372
United Advisor Group
Ohio
$276K -$112K -340 -29%
SBWIC
2373
Schaper Benz & Wise Investment Counsel
Wisconsin
$275K -$5.61K -17 -2%
Walleye Capital
2374
Walleye Capital
New York
$275K -$1.92M -5,830 -87%
LGG
2375
Luts & Greenleigh Group
Maryland
$274K -$12.9K -39 -4%
93 94
95
96 97