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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 %
MMCM
2851
Murphy & Mullick Capital Management
New York
$59.5K +$59.5K +164 New
WAM
2852
WFA Asset Management
Wisconsin
$58.2K -$1.82K -5 -3%
TC
2853
Tacita Capital
Ontario, Canada
$57.7K -$36.3K -100 -39%
CWM
2854
Compass Wealth Management
Connecticut
$57.7K – – –
BDL
2855
Banque de Luxembourg
Luxembourg
$57.2K +$57.2K +157 New
HC
2856
Hoese & Co
Minnesota
$57K +$57K +157 New
MCA
2857
Midwest Capital Advisors
Michigan
$55.1K +$55.1K +152 New
PWMG
2858
Private Wealth Management Group
New Jersey
$54.8K -$3.27K -9 -6%
IHWM
2859
Iron Horse Wealth Management
Iowa
$53K +$3.63K +10 +7%
TCM
2860
TruNorth Capital Management
Michigan
$52.6K – – –
SVCP
2861
Silicon Valley Capital Partners
California
$52.1K +$362 +1 +0.7%
MSFP
2862
Mark Sheptoff Financial Planning
Connecticut
$51.5K +$3.63K +10 +8%
BA
2863
Bellwether Advisors
Nebraska
$50.8K +$50.8K +140 New
VWA
2864
Valued Wealth Advisors
Utah
$50.5K -$62.8K -173 -55%
SR
2865
Syntax Research
Florida
$50.1K – – –
HT
2866
Headlands Technologies
Illinois
$50.1K +$50.1K +138 New
DPW
2867
DiNuzzo Private Wealth
Pennsylvania
$49.7K – – –
MFT
2868
Moisand Fitzgerald Tamayo
Florida
$49.3K – – –
MB
2869
Mizuho Bank
Japan
$47.2K +$47.2K +130 New
LC
2870
Lavaca Capital
Texas
$46.1K +$46.1K +127 New
CFS
2871
CGC Financial Services
Oregon
$45.7K – – –
RAM
2872
Riggs Asset Management
Pennsylvania
$45.4K +$363 +1 +0.8%
TAM
2873
Tucker Asset Management
Colorado
$44.6K – – –
MEG
2874
Millstone Evans Group
Colorado
$43.5K +$43.5K +120 New
TCPG
2875
Trivant Custom Portfolio Group
California
$41.7K +$23.6K +65 +130%
113 114
115
116 117