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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 %
GI
2676
GAMCO Investors
Connecticut
$213K +$17.4K +48 +9%
PSB
2677
Piscataqua Savings Bank
New Hampshire
$213K – – –
PSFG
2678
Prairie Sky Financial Group
Illinois
$212K – – –
LCC
2679
Lincoln Capital Corp
Rhode Island
$212K +$21K +58 +11%
BWM
2680
BCO Wealth Management
New Mexico
$212K +$212K +585 New
DWM
2681
DKM Wealth Management
California
$212K +$212K +585 New
RIM
2682
RW Investment Management
Idaho
$212K -$23.2K -64 -10%
BHWM
2683
Beaird Harris Wealth Management
Texas
$211K +$19.6K +54 +10%
NRW
2684
Nova R Wealth
Kansas
$211K – – –
KAS
2685
KPP Advisory Services
Kentucky
$211K -$2.9K -8 -1%
HBWM
2686
Hollow Brook Wealth Management
New York
$211K – – –
FMTC
2687
Farmers & Merchants Trust Company
California
$211K +$211K +581 New
RH
2688
RFG Holdings
Texas
$210K -$5.8K -16 -3%
GF
2689
GGM Financials
Ohio
$210K +$210K +580 New
WI
2690
Wintrust Investments
Illinois
$210K -$150K -416 -42%
LWA
2691
Lifelong Wealth Advisors
Minnesota
$210K +$210K +579 New
CWM
2692
Cherrydale Wealth Management
New Jersey
$210K – – –
YWS
2693
Yarger Wealth Strategies
Ohio
$210K +$5.08K +14 +2%
HI
2694
Human Investing
Oregon
$209K -$1.09K -3 -0.5%
HP
2695
Hilltop Partners
Indiana
$209K -$10.9K -30 -5%
HA
2696
Helium Advisors
Washington
$209K +$209K +575 New
OIC
2697
Orion Investment Company
Missouri
$209K – – –
TAM
2698
TCP Asset Management
Ohio
$209K – – –
KA
2699
KDT Advisors
New York
$209K +$209K +575 New
BTWM
2700
Brass Tax Wealth Management
Ohio
$208K -$7.26K -20 -3%
106 107
108
109 110