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Caterpillar
CAT

Overview Fund Activity

2,965 hedge funds and large institutions have $130B invested in Caterpillar in 2024 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 1,084 increasing their positions, 1,044 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,965
Holders Change
+161
Holders Change %
+5.74%
% of All Funds
39.46%
Holding in Top 10
59
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-26.25%
% of All Funds
0.79%
New
372
Increased
1,084
Reduced
1,044
Closed
159
Calls
$2.16B
Puts
$2.7B
Net Calls
-$541M
Net Calls Change
-$75.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$434M
2
Northern Trust
Northern Trust
Illinois
+$263M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$162M
4
APG Asset Management
APG Asset Management
Netherlands
+$143M
5
Amundi
Amundi
France
+$115M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$767M
2
Citigroup
Citigroup
New York
-$706M
3
Bank of America
Bank of America
North Carolina
-$446M
4
Capital World Investors
Capital World Investors
California
-$394M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
2476
Westside Investment Management
California
$272K – – –
CWR
2477
Chico Wealth RIA
California
$272K -$60.2K -166 -18%
MHC
2478
May Hill Capital
Massachusetts
$272K +$272K +749 New
HWMG
2479
Hurlow Wealth Management Group
Indiana
$271K – – –
AGWCA
2480
Annis Gardner Whiting Capital Advisors
Florida
$271K +$6.17K +17 +2%
FEG
2481
Financial Enhancement Group
Indiana
$270K +$270K +745 New
FDDB
2482
Fidelity D&D Bancorp
Pennsylvania
$270K +$60.6K +167 +29%
IFS
2483
Ifrah Financial Services
Arkansas
$269K -$12K -33 -4%
DWM
2484
Destination Wealth Management
California
$269K -$41K -113 -13%
FAG
2485
Fortitude Advisory Group
Washington
$269K +$15.6K +43 +6%
BP
2486
Broadleaf Partners
Ohio
$268K -$7.26K -20 -3%
WAM
2487
WNY Asset Management
New York
$268K -$3.63K -10 -1%
FWM
2488
Forza Wealth Management
Florida
$268K +$9.07K +25 +4%
DWA
2489
Dorsey Wright & Associates
California
$267K -$2.54K -7 -0.9%
CRI
2490
Colonial River Investments
Virginia
$267K +$363 +1 +0.1%
CVM
2491
Cheviot Value Management
California
$266K -$20K -55 -7%
DC
2492
Dahring Cusmano
Michigan
$266K +$266K +733 New
FPL
2493
Fortress Private Ledger
North Carolina
$266K +$266K +732 New
HAG
2494
HF Advisory Group
Maryland
$265K -$4.35K -12 -2%
CFP
2495
Cascade Financial Partners
California
$265K – – –
WFA
2496
Websterrogers Financial Advisors
South Carolina
$265K – – –
MA
2497
MKT Advisors
California
$264K +$386 +1 +0.1%
HBS
2498
Howard Bailey Securities
Indiana
$264K +$264K +728 New
CMI
2499
Clare Market Investments
Texas
$264K -$65.7K -181 -20%
DWM
2500
Daner Wealth Management
Georgia
$264K +$264K +703 New
98 99
100
101 102