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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 %
VBWMG
3101
Von Berge Wealth Management Group
California
– -$208K -500 Closed
MFA
3102
McClarren Financial Advisors
Pennsylvania
– -$92 -393 Closed
MRC
3103
Millburn Ridgefield Corp
New York
– -$139K -356 Closed
RWM
3104
Reston Wealth Management
Virginia
– -$123K -313 Closed
HGA
3105
Hobbs Group Advisors
South Carolina
– -$110K -280 Closed
PCA
3106
Providence Capital Advisors
North Carolina
– -$101K -258 Closed
WPWM
3107
Western Pacific Wealth Management
Illinois
– -$82.5K -211 Closed
IAS
3108
IMA Advisory Services
Colorado
– -$56.7K -145 Closed
AWA
3109
Authentikos Wealth Advisory
California
– -$52.8K -135 Closed
RWA
3110
Redmont Wealth Advisors
Illinois
– -$50.5K -129 Closed
IUHSA
3111
Itau Unibanco Holding S.A.
Brazil
– -$36.4K -93 Closed
CPA
3112
Capital Performance Advisors
California
– -$35.6K -91 Closed
PWM
3113
Partnership Wealth Management
Maryland
– -$34.4K -88 Closed
MIM
3114
Macroview Investment Management
Maryland
– -$15.3K -39 Closed
CPA
3115
Clear Point Advisors
New York
– -$10.1K -26 Closed
SHIM
3116
Stone House Investment Management
Pennsylvania
– -$7.82K -20 Closed
VAMG
3117
Voisard Asset Management Group
Michigan
– -$4.3K -11 Closed
MAM
3118
Marquette Asset Management
Minnesota
– -$3.91K -10 Closed
SWM
3119
Scissortail Wealth Management
Oklahoma
– -$209K -7 Closed
SFA
3120
Semmax Financial Advisors
North Carolina
– -$2.81K -7 Closed
KIG
3121
Kessler Investment Group
Indiana
– -$2.74K -7 Closed
WCM
3122
Westend Capital Management
California
– -$2.35K -6 Closed
MFG
3123
Mendota Financial Group
Wisconsin
– -$392 -1 Closed
GCS
3124
Gordian Capital (Singapore)
Singapore
– -$391 -1 Closed
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