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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 %
PPC
2876
Park Place Capital
Alabama
$41K – – –
MFS
2877
Mattson Financial Services
Michigan
$39.1K +$39.1K +100 New
BAM
2878
Bellevue Asset Management
Washington
$38.6K – – –
WFA
2879
West Financial Advisors
Iowa
$37.4K – – –
EWP
2880
Elevation Wealth Partners
California
$37K – – –
NCM
2881
Northwest Capital Management
Oregon
$36.8K – – –
FNWA
2882
Financial Network Wealth Advisors
Utah
$36.3K -$192K -529 -84%
KB
2883
Kimelman & Baird
New York
$36.3K – – –
TLCM
2884
Twin Lakes Capital Management
California
$36.3K – – –
AFG
2885
Albion Financial Group
Utah
$36.3K +$27.9K +77 +335%
FC
2886
Fairscale Capital
New Hampshire
$35.9K – – –
WA
2887
Whipplewood Advisors
Colorado
$35.9K +$35.9K +99 New
MAS
2888
MPWM Advisory Solutions
Georgia
$35.9K +$35.9K +99 New
QL
2889
Quarry LP
New York
$35.2K +$35.2K +97 New
CMA
2890
Cedar Mountain Advisors
Oregon
$34.6K -$4.73K -13 -12%
RWS
2891
Retirement Wealth Solutions
Wisconsin
$33.8K +$33.8K +96 New
LWA
2892
Lowe Wealth Advisors
Maryland
$33.4K +$5.8K +16 +21%
ACA
2893
Atlas Capital Advisors
Wyoming
$33K -$25.8K -71 -44%
IMC
2894
Investment Management Corporation
Virginia
$32.9K +$32.9K +91 New
DFC
2895
DB Fitzpatrick & Co
Idaho
$31.9K – – –
NWMP
2896
Noble Wealth Management PBC
Colorado
$31.2K +$31.2K +86 New
EPW
2897
Evergreen Private Wealth
Colorado
$29K – – –
TIM
2898
Thompson Investment Management
Wisconsin
$27.2K – – –
MWM
2899
Mascoma Wealth Management
New Hampshire
$27.2K – – –
CJL
2900
Cyrus J. Lawrence
New York
$27K +$27K +75 New
114 115
116
117 118