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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 %
TCWA
551
Turtle Creek Wealth Advisors
Texas
$7.36M +$65.7K +181 +0.9%
GRP
552
Global Retirement Partners
California
$7.35M -$982K -2,706 -12%
MFG
553
Merit Financial Group
Georgia
$7.32M +$1.72M +4,737 +31%
CAM
554
Creekmur Asset Management
Illinois
$7.32M +$22.5K +62 +0.3%
NIM
555
Northeast Investment Management
Massachusetts
$7.31M +$325K +896 +5%
LCM
556
Laurion Capital Management
New York
$7.29M +$7.29M +20,098 New
CM
557
Churchill Management
California
$7.26M -$62K -171 -0.8%
VFA
558
Valeo Financial Advisors
Indiana
$7.23M +$78K +215 +1%
PPW
559
Parcion Private Wealth
Washington
$7.13M -$16.3K -45 -0.2%
SWP
560
Sagespring Wealth Partners
Tennessee
$7.09M +$7.09M +19,539 New
BCFD
561
Boit C.F. David
$7.07M -$689K -1,900 -9%
BFG
562
Bleakley Financial Group
New Jersey
$7.02M +$49.3K +136 +0.7%
WS
563
Wedbush Securities
California
$7.01M +$1.01M +2,793 +17%
PFP
564
Pinnacle Financial Partners
Tennessee
$7.01M +$21.9K +58 +0.3%
PS
565
Principal Securities
Iowa
$6.98M +$338K +932 +5%
CS
566
Cannell & Spears
New York
$6.97M +$39.5K +109 +0.6%
CBOR
567
Community Bank of Raymore
Missouri
$6.93M -$1.54M -4,242 -18%
CFG
568
Citizens Financial Group
Rhode Island
$6.93M +$1.88M +5,195 +37%
VIM
569
Vinva Investment Management
Australia
$6.92M -$392K -1,079 -5%
VCM
570
Vivaldi Capital Management
Illinois
$6.84M +$6.59M +16,714 +2,687%
IGAM
571
iA Global Asset Management
Quebec, Canada
$6.83M +$347K +956 +5%
AssetMark Inc
572
AssetMark Inc
California
$6.82M +$736K +2,029 +12%
ORAM
573
One River Asset Management
Connecticut
$6.81M +$6.81M +18,768 New
TW
574
Transform Wealth
Colorado
$6.8M +$2.08M +5,737 +44%
CTC (Chicago Trading Company)
575
CTC (Chicago Trading Company)
Illinois
$6.78M -$978K -2,695 -13%
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