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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 %
MCM
2526
Maple Capital Management
Vermont
$257K -$16K -44 -6%
GP
2527
Geneva Partners
Wisconsin
$256K – – –
OWM
2528
Orgel Wealth Management
Wisconsin
$256K – – –
EBSAM
2529
Eubel Brady & Suttman Asset Management
Ohio
$256K +$363 +1 +0.1%
JFL
2530
Jarislowsky, Fraser Ltd
Quebec, Canada
$256K – – –
AF
2531
Alerus Financial
North Dakota
$255K -$2.18K -6 -0.8%
TPA
2532
Trivium Point Advisory
Connecticut
$255K +$255K +703 New
KA
2533
Klingman & Associates
New York
$255K +$10.9K +30 +4%
SFC
2534
Strategic Financial Concepts
Texas
$255K +$27.6K +76 +12%
FFA
2535
Florida Financial Advisors
Florida
$254K +$41K +113 +19%
BCG
2536
Bravias Capital Group
New Jersey
$254K +$254K +684 New
Two Sigma Advisers
2537
Two Sigma Advisers
New York
$254K -$36.3K -100 -13%
SRC
2538
Stone Run Capital
New York
$254K – – –
CWP
2539
Core Wealth Partners
California
$254K – – –
MWM
2540
Meritas Wealth Management
California
$254K – – –
KIA
2541
Knollwood Investment Advisory
Maryland
$254K – – –
IP
2542
Integras Partners
Georgia
$254K +$254K +700 New
PFWA
2543
Paces Ferry Wealth Advisors
Georgia
$254K -$7.61K -21 -3%
SA
2544
Sylvest Advisors
Texas
$253K +$253K +698 New
CAM
2545
Claret Asset Management
Quebec, Canada
$253K +$1.45K +4 +0.6%
GAM
2546
Gemmer Asset Management
California
$253K +$2.54K +7 +1%
CCG
2547
Chatham Capital Group
Georgia
$252K – – –
CAC
2548
Certified Advisory Corp
Florida
$252K +$725 +2 +0.3%
CNWM
2549
Clay Northam Wealth Management
California
$252K +$2.18K +6 +0.9%
JF
2550
Jump Financial
Illinois
$251K -$7.62K -21 -3%
100 101
102
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