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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 %
TCM
2751
Tradewinds Capital Management
Washington
$155K – – –
CIAM
2752
Caitong International Asset Management
Hong Kong
$155K +$155K +427 New
NA
2753
Nordwand Advisors
Pennsylvania
$152K – – –
TC
2754
Trust Company
Kansas
$152K – – –
FFL
2755
Financial Freedom LLC
Ohio
$149K – – –
B
2756
Birchbrook
Maine
$145K – – –
NRWA
2757
North Ridge Wealth Advisors
Oregon
$145K +$145K +400 New
PFT
2758
Providence First Trust
Arizona
$141K +$141K +390 New
BMC
2759
Bear Mountain Capital
Washington
$140K – – –
GC
2760
Globeflex Capital
California
$140K – – –
RWM
2761
Ruedi Wealth Management
Illinois
$139K – – –
DSC
2762
Duncker Streett & Co
Missouri
$139K +$9.79K +27 +8%
M
2763
MOTCO
Texas
$139K -$9.07K -25 -6%
BGAI
2764
Bruce G. Allen Investments
Colorado
$136K -$32.6K -90 -19%
BIA
2765
Bell Investment Advisors
California
$135K +$1.45K +4 +1%
MS
2766
Mizuho Securities
Japan
$134K -$566K -1,560 -81%
SCA
2767
Stuart Chaussee & Associates
California
$134K +$134K +370 New
C
2768
Covestor
United Kingdom
$134K -$6.55K -18 -5%
CCA
2769
Catalyst Capital Advisors
New York
$132K +$114K +313 +626%
CTC
2770
Cetera Trust Company
Minnesota
$130K – – –
HWM
2771
HighMark Wealth Management
Minnesota
$128K – – –
FWM
2772
FSA Wealth Management
Massachusetts
$127K -$50.5K -139 -28%
VIA
2773
Virtus Investment Advisers
Connecticut
$127K -$94.3K -260 -43%
CFFP
2774
Center for Financial Planning
Michigan
$127K – – –
Kayne Anderson Rudnick Investment Management
2775
Kayne Anderson Rudnick Investment Management
California
$126K +$68K +187 +118%
109 110
111
112 113