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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 %
TM
2651
TigerOak Management
New Mexico
$220K +$220K +606 New
EMAM
2652
Encompass More Asset Management
California
$220K +$10.5K +29 +5%
CCM
2653
Carlson Capital Management
Minnesota
$219K +$219K +604 New
VAS
2654
Vestmark Advisory Solutions
Massachusetts
$219K +$219K +604 New
LWM
2655
LongView Wealth Management
Georgia
$218K -$18.1K -50 -8%
WRM
2656
Weybosset Research & Management
Rhode Island
$218K – – –
TWM
2657
Tolleson Wealth Management
Texas
$218K – – –
SGAM
2658
Smith Group Asset Management
Texas
$218K – – –
BRWM
2659
Blue Rock Wealth Management
North Carolina
$218K +$218K +600 New
NLWP
2660
Next Level Wealth Planning
Idaho
$218K +$218K +600 New
GWM
2661
GK Wealth Management
Nevada
$217K +$217K +598 New
PFG
2662
PAX Financial Group
Texas
$217K -$145K -400 -40%
XC
2663
XY Capital
Hong Kong
$217K +$217K +598 New
PPH
2664
Pure Portfolios Holdings
Oregon
$216K -$18.1K -50 -8%
CFO
2665
Collective Family Office
Pennsylvania
$216K -$1.09K -3 -0.5%
PHAM
2666
Palisades Hudson Asset Management
Florida
$216K – – –
IIA
2667
Integral Investment Advisors
California
$216K -$26.8K -74 -11%
MPM
2668
Meritage Portfolio Management
Kansas
$216K -$8.71K -24 -4%
Fiera Capital (Canada)
2669
Fiera Capital (Canada)
Quebec, Canada
$216K +$216K +595 New
HCM
2670
Hall Capital Management
Rhode Island
$216K +$216K +595 New
EE
2671
EWG Elevate
California
$216K +$216K +594 New
WSWA
2672
Warren Street Wealth Advisors
California
$215K +$2.18K +6 +1%
NFC
2673
Northeast Financial Consultants
Connecticut
$215K – – –
CCP
2674
Cushing Capital Partners
Wisconsin
$214K +$214K +591 New
AHL
2675
Abel Hall LLC
Louisiana
$214K +$5.44K +15 +3%
105 106
107
108 109