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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 %
CA
2826
Centerpoint Advisors
Massachusetts
$78K -$45.3K -125 -37%
MSWA
2827
Marshall & Sterling Wealth Advisors
New York
$77.7K +$77.7K +215 New
APW
2828
Atlantic Private Wealth
North Carolina
$77.3K +$363 +1 +0.5%
OLVIG
2829
Oliver Lagore Vanvalin Investment Group
Michigan
$76.8K -$1.09K -3 -1%
HWP
2830
Highline Wealth Partners
California
$76.6K +$67.9K +187 +779%
RFG
2831
REAP Financial Group
Texas
$76.3K -$9.08K -25 -11%
DF
2832
Dunhill Financial
United Kingdom
$74.5K +$13.1K +36 +21%
RPA
2833
Redwood Park Advisors
California
$74K +$74K +204 New
CAL
2834
Capital Advisors Ltd
Ohio
$73K +$365 +1 +0.5%
ECM
2835
Estabrook Capital Management
New York
$72.6K – – –
CCC
2836
Chelsea Counsel Company
California
$72.6K – – –
MDCM
2837
Morgan Dempsey Capital Management
Wisconsin
$72.6K – – –
KG
2838
Kieckhefer Group
Wisconsin
$72.6K +$72.6K +200 New
TH
2839
TCTC Holdings
Texas
$71.1K +$34.8K +96 +96%
GGI
2840
Godsey & Gibb Inc
Virginia
$70K -$149K -412 -68%
WWM
2841
Wolff Wiese Magana
California
$69.3K – – –
WA
2842
WPG Advisers
Maryland
$69.3K +$69.3K +191 New
NECFA
2843
New England Capital Financial Advisors
Connecticut
$68.6K – – –
CM
2844
Capula Management
Cayman Islands
$68.6K +$28.7K +79 +72%
CAWM
2845
Capital A Wealth Management
Pennsylvania
$67.6K +$67.6K +186 New
RS
2846
Rakuten Securities
Japan
$66.7K +$11.2K +31 +20%
Q1WB
2847
Quest 10 Wealth Builders
Virginia
$65.7K +$65.7K +181 New
HFS
2848
HBC Financial Services
Washington
$61K – – –
PA
2849
Pineridge Advisors
Missouri
$60.9K +$18.5K +51 +44%
MMCM
2850
Murphy & Mullick Capital Management
New York
$59.5K +$59.5K +164 New
112 113
114
115 116