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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 %
Luther King Capital Management (LKCM)
576
Luther King Capital Management (LKCM)
Texas
$6.77M -$18.1K -50 -0.3%
OIA
577
OneDigital Investment Advisors
Kansas
$6.73M -$244K -672 -3%
IC
578
IEQ Capital
California
$6.72M -$3.57M -9,830 -35%
MA
579
Mutual Advisors
Nebraska
$6.7M -$495K -1,301 -7%
KJWM
580
Kiley Juergens Wealth Management
Washington
$6.68M -$70K -193 -1%
PFS
581
Physicians Financial Services
North Carolina
$6.67M +$145K +399 +2%
NRS
582
Neville Rodie & Shaw
New York
$6.65M -$1.81K -5 -0%
SL
583
Sentry LLC
Tennessee
$6.63M -$903K -2,490 -12%
IWC
584
Integrated Wealth Concepts
Massachusetts
$6.61M +$1.01M +2,784 +18%
AAS
585
Ameritas Advisory Services
Nebraska
$6.6M +$626K +1,727 +10%
FCM
586
Fourpath Capital Management
Oklahoma
$6.57M -$191K -527 -3%
TLP
587
Trinity Legacy Partners
Texas
$6.53M +$203K +560 +3%
AWM
588
Aries Wealth Management
Maine
$6.53M – – –
FTA
589
Financial & Tax Architects
Missouri
$6.5M +$39.5K +109 +0.6%
VI
590
Vestcor Inc
New Brunswick, Canada
$6.45M -$341K -940 -5%
GT
591
Greenleaf Trust
Michigan
$6.44M +$158K +436 +3%
OHWP
592
Oak Harbor Wealth Partners
North Carolina
$6.43M -$7.98K -22 -0.1%
IIM
593
Ipswich Investment Management
Massachusetts
$6.42M -$5.44K -15 -0.1%
NC
594
NewSquare Capital
Pennsylvania
$6.39M +$329K +906 +5%
EWA
595
EP Wealth Advisors
California
$6.39M -$152K -419 -2%
WIS
596
Wright Investors Service
Connecticut
$6.37M +$1.25M +3,454 +24%
RSWM
597
Robertson Stephens Wealth Management
California
$6.36M +$1.27M +3,513 +25%
SL
598
Summitry LLC
California
$6.34M +$182K +502 +3%
EF
599
Empirical Finance
Pennsylvania
$6.34M -$87.8K -242 -1%
AG
600
Advocate Group
Minnesota
$6.33M -$173K -478 -3%
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