CAT icon

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 %
PCIA
476
Prime Capital Investment Advisors
Kansas
$9.34M -$1.21M -3,333 -11%
CBTWT
477
Community Bank & Trust (Waco, Texas)
Texas
$9.33M -$66.4K -183 -0.7%
AWM
478
Apollon Wealth Management
South Carolina
$9.29M +$1M +2,763 +12%
SIC
479
Sigma Investment Counselors
Michigan
$9.27M -$345K -951 -4%
TCM
480
Tufton Capital Management
Maryland
$9.24M -$49.3K -136 -0.5%
CI
481
CX Institutional
Indiana
$9.21M -$505K -1,393 -5%
IWM
482
Integris Wealth Management
California
$9.19M -$279K -770 -3%
SGA
483
Strategic Global Advisors
California
$9.16M +$363K +1,001 +4%
AWM
484
AE Wealth Management
Kansas
$9.13M +$140K +385 +2%
GPTE
485
Generali Powszechne Towarzystwo Emerytalne
Poland
$9.11M – – –
NCM
486
Narwhal Capital Management
Georgia
$9M +$811K +2,235 +10%
ANBT
487
American National Bank & Trust
Texas
$8.99M +$48.2K +133 +0.5%
RDIA
488
RE Dickinson Investment Advisors
Iowa
$8.95M – – –
JFG
489
Jefferies Financial Group
New York
$8.93M +$73.3K +202 +0.8%
SOS
490
Silver Oak Securities
Tennessee
$8.86M +$682K +1,880 +8%
MCM
491
MAI Capital Management
Ohio
$8.81M +$2.6M +7,163 +42%
FPGT
492
Financial Partners Group (Tennessee)
Tennessee
$8.76M -$841K -2,319 -9%
SFM
493
Signet Financial Management
New Jersey
$8.69M +$10.5K +29 +0.1%
LCM
494
Logan Capital Management
Pennsylvania
$8.68M -$521K -1,437 -6%
AP
495
Americana Partners
Texas
$8.64M +$2.42M +6,667 +39%
IMC Chicago
496
IMC Chicago
Illinois
$8.58M +$8.58M +23,644 New
MGP
497
Metis Global Partners
California
$8.56M +$117K +323 +1%
CBT
498
Central Bank & Trust
Kentucky
$8.54M -$603K -1,663 -7%
DAS
499
Dynamic Advisor Solutions
Arizona
$8.53M -$86K -237 -1%
MAM
500
Madison Asset Management
Wisconsin
$8.52M -$468K -1,290 -5%
18 19
20
21 22