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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 %
SPWM
3026
Schrum Private Wealth Management
Florida
– -$429K -1,096 Closed
SWM
3027
Selective Wealth Management
Virginia
– -$419K -1,079 Closed
PBO
3028
Peoples Bank (Ohio)
Ohio
– -$418K -1,068 Closed
TPW
3029
Tiller Private Wealth
Pennsylvania
– -$412K -1,054 Closed
MPM
3030
MBB Public Markets
Illinois
– -$352K -900 Closed
GWA
3031
GGM Wealth Advisors
Maryland
– -$346K -885 Closed
PSCM
3032
Per Stirling Capital Management
Texas
– -$341K -871 Closed
SEEDPG
3033
S.E.E.D. Planning Group
New York
– -$336K -860 Closed
SFP
3034
Sterling Financial Planning
New Jersey
– -$329K -841 Closed
MC
3035
Middleton & Co
Massachusetts
– -$329K -840 Closed
CAM
3036
Clark Asset Management
New Hampshire
– -$317K -811 Closed
VI
3037
Versor Investments
New York
– -$313K -800 Closed
KOC
3038
Koss-Olinger Consulting
Florida
– -$304K -778 Closed
BIM
3039
Barton Investment Management
Pennsylvania
– -$295K -753 Closed
EI
3040
EDMP Inc
Florida
– -$289K -738 Closed
BSTWA
3041
Blake Schutter Theil Wealth Advisors
Ohio
– -$282K -720 Closed
KCM
3042
Kendall Capital Management
Maryland
– -$279K -714 Closed
WC
3043
Whitney & Co
New York
– -$269K -687 Closed
WJA
3044
Willis Johnson & Associates
Texas
– -$260K -665 Closed
OAS
3045
Optivise Advisory Services
Tennessee
– -$254K -651 Closed
LIG
3046
Lokken Investment Group
Delaware
– -$253K -647 Closed
SFC
3047
Swisher Financial Concepts
Ohio
– -$251K -643 Closed
LFRG
3048
Lazard Frères Gestion
France
– -$246K -630 Closed
GWWM
3049
Great Waters Wealth Management
Minnesota
– -$236K -604 Closed
CAS
3050
CTC Alternative Strategies
Illinois
– -$235K -601 Closed
120 121
122
123 124