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 %
EBA
2776
Eagle Bay Advisors
New York
$125K -$45.3K -125 -27%
FW
2777
Fairway Wealth
Ohio
$124K +$124K +342 New
SO
2778
Sierra Ocean
California
$117K +$117K +323 New
CWC
2779
Carolinas Wealth Consulting
North Carolina
$116K -$2.17K -6 -2%
FFWM
2780
Future Financial Wealth Management
Ohio
$116K – – –
PFA
2781
Pathway Financial Advisers
Indiana
$116K -$45M -124,051 -100%
SIS
2782
Strategic Investment Solutions
Illinois
$115K +$14.6K +48 +15%
KI
2783
Kapitalo Investimentos
Brazil
$115K -$98.7K -272 -46%
GK
2784
Graney & King
New York
$112K +$112K +308 New
AWM
2785
Atticus Wealth Management
Florida
$111K -$1.45K -4 -1%
CMP
2786
Coston McIsaac & Partners
Maine
$111K -$10.5K -29 -9%
WCM
2787
Winthrop Capital Management
Indiana
$110K +$110K +304 New
BL
2788
BFSG LLC
California
$110K -$5.08K -14 -4%
SIM
2789
Synergy Investment Management
Florida
$109K +$109K +300 New
GWSA
2790
Global Wealth Strategies & Associates
Colorado
$108K +$48.6K +134 +82%
MBFW
2791
Morton Brown Family Wealth
Pennsylvania
$105K – – –
DWM
2792
Darwin Wealth Management
Florida
$105K -$58.5K -161 -36%
PFG
2793
Putney Financial Group
California
$101K +$101K +278 New
CJ
2794
Caitlin John
Michigan
$99.9K -$6.9K -19 -6%
WTFG
2795
Wood Tarver Financial Group
Idaho
$99K +$99K +273 New
CSWM
2796
Cassady Schiller Wealth Management
Ohio
$98.9K +$9.05K +25 +10%
CB
2797
Centennial Bank
Arkansas
$94.7K – – –
BHWM
2798
Bay Harbor Wealth Management
Maryland
$94.3K +$3.27K +9 +4%
HC
2799
Hurley Capital
New York
$93.9K +$93.9K +256 New
DWA
2800
Delos Wealth Advisors
Texas
$93.2K – – –
110 111
112
113 114