CAT icon

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 %
JPLA
2701
Joseph P. Lucia & Associates
New York
$208K +$7.99K +22 +4%
BDFN
2702
Bond & Devick Financial Network
Minnesota
$207K – – –
RB
2703
Renasant Bank
Mississippi
$206K +$363 +1 +0.2%
MWA
2704
Motive Wealth Advisors
Michigan
$206K +$206K +568 New
PP
2705
PrairieView Partners
Minnesota
$206K +$362 +1 +0.2%
EWM
2706
EPG Wealth Management
Georgia
$205K +$726 +2 +0.4%
PMG
2707
ProVise Management Group
Florida
$205K -$246K -679 -55%
AWM
2708
Ameliora Wealth Management
Switzerland
$205K +$23.6K +65 +13%
TS
2709
TradeWell Securities
Indiana
$205K +$205K +564 New
RIG
2710
Renaissance Investment Group
Massachusetts
$204K – – –
CCWM
2711
Correct Capital Wealth Management
Missouri
$204K – – –
FMP
2712
Financial Management Professionals
Texas
$204K +$52.2K +144 +34%
WIM
2713
Waverton Investment Management
United Kingdom
$204K +$204K +562 New
GDP
2714
Great Diamond Partners
Maine
$204K +$12K +33 +6%
C1AG
2715
Client 1st Advisory Group
Florida
$203K – – –
UW
2716
Unique Wealth
Florida
$202K +$2.18K +6 +1%
WF
2717
WoodTrust Financial
Wisconsin
$202K -$3.27K -9 -2%
PAS
2718
PKS Advisory Services
New York
$202K +$202K +556 New
PGAM
2719
Princeton Global Asset Management
New Jersey
$201K – – –
BDA
2720
Borer Denton & Associates
Pennsylvania
$201K – – –
BWM
2721
BlackDiamond Wealth Management
New York
$200K +$200K +553 New
JCM
2722
Jacobsen Capital Management
Utah
$200K +$363 +1 +0.2%
PWP
2723
Prasad Wealth Partners
Ohio
$200K +$200K +552 New
WWA
2724
Wingate Wealth Advisors
Massachusetts
$198K +$198K +546 New
MSG
2725
Main Street Group
Virginia
$193K +$362 +1 +0.2%
107 108
109
110 111