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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 %
MPW
2501
Monterey Private Wealth
California
$264K – – –
PCM
2502
Piedmont Capital Management
Montana
$264K – – –
GFPC
2503
Global Financial Private Client
Florida
$263K +$3.63K +10 +1%
FIBT
2504
First International Bank & Trust
North Dakota
$263K -$7.26K -20 -3%
FWA
2505
FSM Wealth Advisors
Ohio
$262K +$9.51K +25 +4%
HWP
2506
Heritage Wealth Partners
Ohio
$261K -$335K -923 -56%
HCA
2507
Hyperion Capital Advisors
New York
$261K – – –
MWM
2508
MBE Wealth Management
Wisconsin
$260K +$69.3K +191 +36%
CRWM
2509
Castle Rock Wealth Management
California
$260K – – –
BBNA
2510
Bremer Bank National Association
Minnesota
$260K -$97.2K -268 -27%
RWM
2511
Riverbend Wealth Management
South Carolina
$260K +$260K +711 New
GFA
2512
Gallagher Fiduciary Advisors
Illinois
$260K +$46.8K +129 +22%
HAS
2513
HBW Advisory Services
California
$260K +$2.54K +7 +1%
TC
2514
Trilogy Capital
California
$259K -$6.53K -18 -2%
FCM
2515
Family Capital Management
Michigan
$259K +$61K +168 +31%
PCA
2516
Purkiss Capital Advisors
Connecticut
$259K +$259K +714 New
RGC
2517
Roberts, Glore & Co
Illinois
$259K – – –
UIA
2518
Ulland Investment Advisors
Minnesota
$259K – – –
CMTU
2519
Capital Markets Trading (UK)
United Kingdom
$259K +$34.1K +94 +15%
IAG
2520
Ipsen Advisor Group
Arkansas
$259K +$259K +713 New
DA
2521
Dover Advisors
Virginia
$258K – – –
EA
2522
Enclave Advisors
Texas
$258K – – –
TFP
2523
Tilia Fiduciary Partners
North Carolina
$258K – – –
ST
2524
Sageworth Trust
Pennsylvania
$258K – – –
LA
2525
Lynch & Associates
Indiana
$258K +$726 +2 +0.3%
99 100
101
102 103