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Caterpillar
CAT

Overview Fund Activity

2,964 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, 1,043 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,964
Holders Change
+161
Holders Change %
+5.74%
% of All Funds
39.47%
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
1,043
Closed
158
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
$1.06B
2
Northern Trust
Northern Trust
Illinois
$2.48B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$208M
4
APG Asset Management
APG Asset Management
Netherlands
$154M
5
Amundi
Amundi
France
$782M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.96M
2
Citigroup
Citigroup
New York
$254M
3
Bank of America
Bank of America
North Carolina
$1.72B
4
Capital World Investors
Capital World Investors
California
$5.95B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
3001
Donoghue Forlines
Massachusetts
– -$1.36M -3,481 Closed
APM
3002
Advanced Portfolio Management
New York
– -$1.33M -3,411 Closed
FFO
3003
Fiduciary Family Office
Florida
– -$1.15M -2,952 Closed
QCM
3004
Qsemble Capital Management
New York
– -$1.12M -2,870 Closed
GCM
3005
Gladius Capital Management
Illinois
– -$1.09M -2,781 Closed
EIP
3006
Epoch Investment Partners
New York
– -$1.02M -2,597 Closed
VAM
3007
Verity Asset Management
North Carolina
– -$992K -2,560 Closed
CA
3008
Carson Advisory
Georgia
– -$991K -2,535 Closed
MIS
3009
Morningstar Investment Services
Illinois
– -$954K -2,439 Closed
PEA
3010
Park Edge Advisors
Ohio
– -$947K -2,421 Closed
EW
3011
Elyxium Wealth
California
– -$931K -2,381 Closed
BFWM
3012
Bright Futures Wealth Management
New York
– -$877K -2,313 Closed
LAM
3013
Lingohr Asset Management
Germany
– -$842K -2,160 Closed
DFCM
3014
Dark Forest Capital Management
Puerto Rico
– -$778K -1,988 Closed
CIM
3015
Chiron Investment Management
New York
– -$681K -1,740 Closed
SFG
3016
Sunburst Financial Group
Alabama
– -$606K -1,549 Closed
ACM
3017
AlphaStar Capital Management
North Carolina
– -$569K -1,454 Closed
HGERS
3018
Householder Group Estate & Retirement Specialist
Arizona
– -$533K -1,364 Closed
CA
3019
Calton & Associates
Florida
– -$507K -1,296 Closed
MC
3020
Machina Capital
France
– -$481K -1,231 Closed
XS
3021
XR Securities
Illinois
– -$466K -1,191 Closed
WMWM
3022
Whitaker-Myers Wealth Managers
Ohio
– -$452K -1,156 Closed
PGIM
3023
Pacific Global Investment Management
California
– -$452K -1,155 Closed
HOWA
3024
Heritage Oak Wealth Advisors
Florida
– -$437K -1,118 Closed
SPWM
3025
Schrum Private Wealth Management
Florida
– -$429K -1,096 Closed
119 120
121
122 123