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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 %
FGC
2926
Financial Gravity Companies
Texas
$14.1K – – –
CWM
2927
Copia Wealth Management
Oregon
$13.7K +$13.7K +38 New
FGA
2928
Fortis Group Advisors
New Jersey
$13.4K – – –
LG
2929
LAM Group
Oregon
$13.4K – – –
IRAG
2930
Investment Research & Advisory Group
Georgia
$12.8K – – –
YAL
2931
Your Advocates Ltd
Texas
$12.7K -$59.9K -165 -83%
TFM
2932
TFC Financial Management
Massachusetts
$12.4K – – –
PMIM
2933
Prudent Man Investment Management
Colorado
$12K +$12K +33 New
BC
2934
Bayforest Capital
United Kingdom
$11.6K +$11.6K +32 New
ACM
2935
Aster Capital Management
United Arab Emirates
$10.9K -$1.95M -5,367 -99%
BIM
2936
Breakwater Investment Management
Washington
$10.9K – – –
SC
2937
Stance Capital
Massachusetts
$10.9K +$10.9K +30 New
FWM
2938
FLP Wealth Management
Arkansas
$10.7K +$10.7K +30 New
WAS
2939
Winch Advisory Services
Wisconsin
$9.3K – – –
IA
2940
Icon Advisers
Colorado
$9.07K +$9.07K +25 New
RWM
2941
Rialto Wealth Management
New York
$7.98K +$7.98K +22 New
NMG
2942
New Millennium Group
Utah
$7.14K – – –
RTL
2943
Red Tortoise LLC
Georgia
$6.17K – – –
PWS
2944
Peterson Wealth Services
Utah
$6.17K – – –
PWM
2945
Parkworth Wealth Management
California
$5.92K +$5.92K +16 New
DF
2946
DecisionPoint Financial
Arizona
$5.44K -$3.63K -10 -40%
PS
2947
PayPay Securities
Japan
$5.44K +$1.09K +3 +25%
JFG
2948
JDM Financial Group
Texas
$5.08K -$2.18K -6 -30%
CCA
2949
Criterion Capital Advisors
Tennessee
$5K – – –
BCM
2950
Blume Capital Management
California
$4.72K – – –
116 117
118
119 120