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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 %
FMWA
526
Forvis Mazars Wealth Advisors
Missouri
$7.97M -$251K -693 -3%
HCM
527
Hodges Capital Management
Texas
$7.97M -$237K -652 -3%
CAG
528
Crestwood Advisors Group
Massachusetts
$7.96M +$79.1K +218 +1%
PWP
529
Principle Wealth Partners
Connecticut
$7.87M -$201K -554 -2%
WF
530
Welch & Forbes
Massachusetts
$7.83M -$386K -1,065 -5%
CHC
531
City Holding Co
West Virginia
$7.82M -$232K -639 -3%
PWM
532
Perigon Wealth Management
California
$7.82M -$806K -2,119 -9%
WA
533
Waverly Advisors
Alabama
$7.81M +$2.53M +6,978 +48%
AMIM
534
Aull & Monroe Investment Management
Alabama
$7.79M -$504K -1,390 -6%
TCA
535
Trifecta Capital Advisors
Illinois
$7.74M +$114K +315 +1%
ST
536
Spinnaker Trust
Maine
$7.73M -$689K -1,900 -8%
SWP
537
Stratos Wealth Partners
Ohio
$7.71M +$243K +669 +3%
CNBTD
538
Citizens National Bank Trust Department
Mississippi
$7.7M -$135K -373 -2%
MC
539
Moors & Cabot
Massachusetts
$7.69M -$197K -543 -2%
HR
540
Howe & Rusling
New York
$7.65M -$42.8K -118 -0.6%
KC
541
Knuff & Co
California
$7.64M -$13.8K -38 -0.2%
AIM
542
ARK Investment Management
Florida
$7.57M -$274K -756 -3%
Voloridge Investment Management
543
Voloridge Investment Management
Florida
$7.55M +$7.55M +20,803 New
CLOS
544
Compagnie Lombard Odier SCmA
Switzerland
$7.53M -$320K -883 -4%
AWM
545
Axxcess Wealth Management
California
$7.51M +$199K +549 +3%
DILIC
546
Dai-ichi Life Insurance Company
Japan
$7.45M -$907K -2,500 -11%
AHC
547
Anderson Hoagland & Co
Missouri
$7.4M – – –
GAM
548
Groupama Asset Management
France
$7.4M -$417K -1,150 -5%
UBP
549
Union Bancaire Privee
Switzerland
$7.4M +$7.4M +21,460 New
SC
550
Searle & Co
Connecticut
$7.38M -$7.26K -20 -0.1%
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