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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 %
MAM
2551
Marotta Asset Management
Virginia
$250K -$360 -1 -0.1%
BFW
2552
Brady Family Wealth
Missouri
$250K – – –
BW
2553
BIP Wealth
Georgia
$249K -$16K -44 -6%
AIMA
2554
Ables Iannone Moore & Associates
Georgia
$249K – – –
BL
2555
Balentine LLC
Georgia
$249K -$970K -2,673 -80%
GFL
2556
Granite FO LLC
New Hampshire
$248K – – –
SI
2557
Seeds Investor
New York
$248K +$1.09K +3 +0.4%
AIA
2558
AssuredPartners Investment Advisors
Florida
$248K +$248K +683 New
PWA
2559
Physician Wealth Advisors
Utah
$248K – – –
PTB
2560
Pioneer Trust Bank
Oregon
$248K – – –
PCFFS
2561
Pacific Center for Financial Services
California
$248K +$1.09K +3 +0.4%
FBT
2562
First Bank & Trust
South Dakota
$247K -$9.8K -27 -4%
OFW
2563
Omnia Family Wealth
Florida
$247K +$7.26K +20 +3%
MW
2564
Maia Wealth
Colorado
$247K +$247K +625 New
VBFP
2565
Valtinson Bruner Financial Planning
Minnesota
$247K +$1.81K +5 +0.7%
PMA
2566
Prudent Man Advisors
Illinois
$246K -$266K – –
AIA
2567
Angeles Investment Advisors
California
$246K -$8.71K -24 -3%
KWM
2568
Kolinsky Wealth Management
New Jersey
$245K +$6.89K +19 +3%
WRPWM
2569
Werba Rubin Papier Wealth Management
California
$244K -$26.8K -74 -10%
BSHC
2570
Breed's Hill Capital
Massachusetts
$243K +$243K +671 New
KW
2571
KWB Wealth
California
$242K – – –
WWM
2572
Wagner Wealth Management
South Carolina
$242K +$9.43K +26 +4%
RWP
2573
Revolve Wealth Partners
New Jersey
$241K +$10.2K +28 +4%
OWP
2574
Obermeyer Wealth Partners
Colorado
$241K -$1.51M -4,156 -86%
KOMWMG
2575
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$241K +$363 +1 +0.2%
101 102
103
104 105