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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 %
TWA
2626
Talisman Wealth Advisors
New Jersey
$228K -$6.89K -19 -3%
BW
2627
BXM Wealth
Colorado
$228K +$228K +629 New
SWTS
2628
Stonehaven Wealth & Tax Solutions
Wisconsin
$228K +$228K +629 New
ACP
2629
Aveo Capital Partners
Colorado
$227K -$10.9K -30 -5%
BMM
2630
Buffington Mohr McNeal
Idaho
$227K – – –
SIC
2631
Sterling Investment Counsel
New York
$227K -$151K -415 -40%
OF
2632
Optimize Financial
California
$226K +$226K +624 New
NBT
2633
Northwest Bank & Trust
Iowa
$226K – – –
IWS
2634
Integrity Wealth Solutions
Colorado
$225K – – –
RWI
2635
Red Wave Investments
Pennsylvania
$225K – – –
DAM
2636
Doheny Asset Management
California
$225K – – –
BLAM
2637
Bourne Lent Asset Management
New York
$224K – – –
SFS
2638
Strategic Financial Services
New York
$223K – – –
PPC
2639
Pennington Partners & Co
Maryland
$223K +$223K +614 New
WCP
2640
Wealthcare Capital Partners
Pennsylvania
$223K +$223K +614 New
SL
2641
Salomon & Ludwin
Virginia
$223K – – –
CC
2642
Capital Counsel
New York
$222K – – –
MFWP
2643
Mosaic Family Wealth Partners
Missouri
$222K +$222K +611 New
SA
2644
Strategic Advocates
Utah
$222K +$222K +611 New
SP
2645
Symmetry Partners
Connecticut
$221K -$67.5K -186 -23%
BWFA
2646
Baltimore-Washington Financial Advisors
Maryland
$221K – – –
CCT
2647
Capital City Trust
Florida
$221K +$221K +610 New
SWP
2648
Significant Wealth Partners
Illinois
$221K +$221K +609 New
PCH
2649
PGIM Custom Harvest
New Jersey
$221K +$14.5K +40 +7%
UAM
2650
Unison Asset Management
Florida
$220K – – –
104 105
106
107 108