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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 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,964
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
1,043
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 %
BA
3051
Baugh & Associates
Georgia
– -$235K -600 Closed
CM
3052
Crestline Management
Texas
– -$235K -600 Closed
AFG
3053
Altiora Financial Group
Ohio
– -$234K -598 Closed
CF
3054
Clarity Financial
Texas
– -$234K -597 Closed
IDA
3055
Intelligence Driven Advisers
California
– -$232K -593 Closed
FWM
3056
ForthRight Wealth Management
Georgia
– -$228K -584 Closed
ZIMP
3057
Zimmermann Investment Management & Planning
Pennsylvania
– -$224K -573 Closed
RIS
3058
Retirement Income Solutions
Michigan
– -$221K -566 Closed
SDH
3059
Sloy Dahl & Holst
Washington
– -$221K -566 Closed
PAM
3060
Peak Asset Management
Colorado
– -$221K -564 Closed
W
3061
WPWealth
Texas
– -$219K -560 Closed
AWA
3062
Amplius Wealth Advisors
Pennsylvania
– -$219K -559 Closed
OPWM
3063
Oxinas Partners Wealth Management
Indiana
– -$217K -555 Closed
SRC
3064
Sage Rhino Capital
California
– -$217K -554 Closed
SLC
3065
Second Line Capital
Louisiana
– -$216K -551 Closed
PCMH
3066
Polymer Capital Management (HK)
Hong Kong
– -$215K -550 Closed
FNBOO
3067
First National Bank of Omaha
Nebraska
– -$215K -550 Closed
SSI
3068
Scott & Selber Inc
Texas
– -$215K -550 Closed
HWP
3069
Hibernia Wealth Partners
Louisiana
– -$215K -549 Closed
SF
3070
Safeguard Financial
Wisconsin
– -$215K -549 Closed
SP
3071
Successful Portfolios
Florida
– -$215K -549 Closed
SWM
3072
Sagace Wealth Management
Florida
– -$215K -545 Closed
GWA
3073
Gibson Wealth Advisors
Texas
– -$213K -545 Closed
FCG
3074
Fielder Capital Group
Tennessee
– -$213K -544 Closed
BWA
3075
Burt Wealth Advisors
Maryland
– -$213K -544 Closed
121 122
123
124 125