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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 150 funds opening new positions, 1,164 increasing their positions, 1,106 reducing their positions, and 196 closing their positions.

Holders
2,860
Holders Change
-103
Holders Change %
-3.48%
% of All Funds
38.86%
Holding in Top 10
38
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-35.59%
% of All Funds
0.52%
New
150
Increased
1,164
Reduced
1,106
Closed
196
Calls
$2.44B
Puts
$2.19B
Net Calls
+$250M
Net Calls Change
+$791M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.05B
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$466M
3
NL
3
Nuveen LLC
North Carolina
$392M
4
AS
4
Altshuler Shaham
Israel
$330M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.23B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.66B
2
Norges Bank
2
Norges Bank
Norway
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$638M
4
Ameriprise
4
Ameriprise
Minnesota
$536M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.2B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.2B 46,215,478 -594,062 -1%
State Street
2
State Street
Massachusetts
$11.9B 36,162,931 -468,378 -1%
BlackRock
3
BlackRock
New York
$11.7B 35,380,536 -137,161 -0.4%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$5.83B 17,669,440 -64,930 -0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.47B 10,516,618 +66,848 +0.6%
Fisher Asset Management
6
Fisher Asset Management
Washington
$3.04B 9,210,125 +128,350 +1%
Capital World Investors
7
Capital World Investors
California
$2.66B 8,074,751 -8,324,751 -51%
Gates Foundation Trust
8
Gates Foundation Trust
Washington
$2.43B 7,353,614 – –
Morgan Stanley
9
Morgan Stanley
New York
$2.36B 7,168,773 -348,691 -5%
Northern Trust
10
Northern Trust
Illinois
$2.18B 6,597,679 -249,651 -4%
Bank of America
11
Bank of America
North Carolina
$2.05B 6,204,601 +1,467,525 +31%
UBS AM
12
UBS AM
Illinois
$1.39B 4,204,445 +264,054 +7%
Capital Research Global Investors
13
Capital Research Global Investors
California
$1.23B 3,736,163 +812,109 +28%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.2B 3,648,925 +629,838 +21%
Charles Schwab
15
Charles Schwab
California
$1.09B 3,304,448 +15,347 +0.5%
Goldman Sachs
16
Goldman Sachs
New York
$1.05B 3,182,680 +36,200 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.04B 3,159,486 -82,611 -3%
Invesco
18
Invesco
Georgia
$1.04B 3,141,936 +150,533 +5%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.02B 3,087,773 -93,762 -3%
Legal & General Group
20
Legal & General Group
United Kingdom
$860M 2,608,104 +16,289 +0.6%
UBS Group
21
UBS Group
Switzerland
$671M 2,033,724 -112,204 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$645M 1,957,227 +74,413 +4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$638M 1,935,085 -2,807,415 -59%
Wells Fargo
24
Wells Fargo
California
$598M 1,814,120 +3,720 +0.2%
CWP
25
Capital Wealth Planning
Florida
$538M 1,632,473 +101,265 +7%
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