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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 %
JEST
2726
JTC Employer Solutions Trustee
Jersey
$188K -$145K -400 -43%
IWP
2727
IAG Wealth Partners
Wisconsin
$188K +$148K +408 +374%
HWM
2728
Hemington Wealth Management
Virginia
$185K +$14.1K +39 +8%
DCBT
2729
Dakota Community Bank & Trust
North Dakota
$184K +$5.44K +15 +3%
PAM
2730
Parvin Asset Management
South Dakota
$181K +$181K +500 New
TFIPS
2731
Towarzystwo Funduszy Inwestycyjnych PZU SA
$180K +$27.2K +75 +18%
RTC
2732
Riverview Trust Company
Washington
$179K – – –
AW
2733
Avion Wealth
Texas
$177K +$73.2K +203 +70%
CWM
2734
Centricity Wealth Management
Ohio
$175K +$175K +482 New
BFPW
2735
BOK Financial Private Wealth
Colorado
$175K -$268K -740 -61%
WBC
2736
West Branch Capital
Massachusetts
$174K – – –
IWM
2737
IMG Wealth Management
Florida
$173K +$173K +478 New
CIA
2738
Cape Investment Advisory
Georgia
$171K +$10.2K +28 +6%
CMBA
2739
C.M. Bidwell & Associates
Hawaii
$170K – – –
FFA
2740
Frazier Financial Advisors
Ohio
$170K -$3.63K -10 -2%
AT
2741
Avalon Trust
New Mexico
$169K – – –
SC
2742
Stephens Consulting
Michigan
$163K -$36.6K -101 -18%
CAS
2743
Coppell Advisory Solutions
Texas
$163K -$19.7K -54 -11%
AWM
2744
AllSquare Wealth Management
New York
$163K – – –
HFS
2745
Hopwood Financial Services
Virginia
$162K +$162K +448 New
CTWM
2746
Cherry Tree Wealth Management
Minnesota
$161K – – –
BFP
2747
Briaud Financial Planning
Texas
$161K +$4.69K +13 +3%
RP
2748
Rowlandmiller & Partners
Georgia
$156K – – –
Capstone Investment Advisors
2749
Capstone Investment Advisors
New York
$155K -$209K -575 -57%
BONH
2750
Bank of New Hampshire
New Hampshire
$155K – – –
108 109
110
111 112