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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 %
PS
2576
Planned Solutions
California
$241K +$1.45K +4 +0.6%
PP
2577
Patron Partners
Texas
$241K +$15.2K +42 +7%
BWG
2578
Boomfish Wealth Group
Georgia
$241K +$33K +91 +16%
I
2579
INVST
Indiana
$240K +$4.35K +12 +2%
ATS
2580
Ashton Thomas Securities
New York
$240K +$34.1K +93 +17%
VWM
2581
Vigilare Wealth Management
Arizona
$240K – – –
BCI
2582
Blue Capital Inc
Nebraska
$240K +$240K +661 New
CMS
2583
Capital Market Strategies
Florida
$240K +$3.26K +9 +1%
ATC
2584
Advantage Trust Company
Kansas
$239K – – –
LJAC
2585
L.J. Altfest & Co
New York
$239K +$726 +2 +0.3%
OFS
2586
OMC Financial Services
New York
$238K – – –
UPS
2587
UHLMANN PRICE SECURITIES
Illinois
$238K – – –
CFGA
2588
Cambridge Financial Group (Arizona)
Arizona
$237K -$53.7K -148 -18%
USWIA
2589
UP Strategic Wealth Investment Advisors
Pennsylvania
$237K +$237K +653 New
DFA
2590
Delta Financial Advisors
Louisiana
$237K – – –
GJIA
2591
Glass Jacobson Investment Advisors
Maryland
$236K – – –
NIA
2592
NIA Impact Advisors
California
$236K – – –
AWG
2593
Altus Wealth Group
Colorado
$236K +$363 +1 +0.2%
BPFA
2594
Barnes Pettey Financial Advisors
Mississippi
$236K – – –
AFM
2595
Aspetuck Financial Management
Connecticut
$236K +$236K +650 New
SCA
2596
Sulzberger Capital Advisors
Florida
$236K +$236K +650 New
PCM
2597
Prelude Capital Management
New York
$236K +$236K +650 New
KCP
2598
Kera Capital Partners
California
$236K +$236K +650 New
GAM
2599
GEM Asset Management
Michigan
$235K – – –
BMWS
2600
Brady Martz Wealth Solutions
North Dakota
$235K +$235K +633 New
102 103
104
105 106