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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 %
WCG
3076
Weaver Consulting Group
California
– -$212K -543 Closed
AWM
3077
Ariadne Wealth Management
California
– -$222K -542 Closed
CWA
3078
Consilio Wealth Advisors
Washington
– -$212K -542 Closed
HFF
3079
Halter Ferguson Financial
Indiana
– -$210K -537 Closed
EW
3080
Element Wealth
Mississippi
– -$210K -537 Closed
BAMG
3081
Brand Asset Management Group
Missouri
– -$210K -536 Closed
AOWM
3082
Alpha Omega Wealth Management
Virginia
– -$207K -530 Closed
FWM
3083
Fonville Wealth Management
Virginia
– -$206K -527 Closed
AWA
3084
Alta Wealth Advisors
Massachusetts
– -$206K -527 Closed
VC
3085
Vicus Capital
Pennsylvania
– -$206K -527 Closed
CFG
3086
Clayton Financial Group
Missouri
– -$205K -525 Closed
LT
3087
Legacy Trust
Michigan
– -$205K -525 Closed
PWM
3088
Penobscot Wealth Management
Maine
– -$205K -524 Closed
MWA
3089
MN Wealth Advisors
Kansas
– -$205K -524 Closed
FAFN
3090
First Affirmative Financial Network
Colorado
– -$204K -522 Closed
JBA
3091
Johnson Bixby & Associates
Washington
– -$204K -521 Closed
SNBOSD
3092
Security National Bank of So Dak
Iowa
– -$203K -520 Closed
FSA
3093
Financial Security Advisor
Virginia
– -$203K -518 Closed
MAG
3094
M3 Advisory Group
Massachusetts
– -$203K -518 Closed
TW
3095
Towerpoint Wealth
California
– -$202K -517 Closed
WSFG
3096
Wall Street Financial Group
Illinois
– -$202K -517 Closed
ACC
3097
Acorn Creek Capital
Colorado
– -$201K -515 Closed
SFCL
3098
Strengthening Families & Communities LLC
Massachusetts
– -$201K -514 Closed
CIC
3099
Chilton Investment Company
Connecticut
– -$201K -513 Closed
MAC
3100
Mason & Associates (California)
California
– -$201K -513 Closed
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