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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 %
BCCM
601
Bridge Creek Capital Management
Massachusetts
$6.3M -$72.6K -200 -1%
RBC
602
Romano Brothers & Co
Illinois
$6.25M -$262K -722 -4%
ECM
603
EagleClaw Capital Management
Massachusetts
$6.22M +$90.7K +250 +1%
WJWM
604
Williams Jones Wealth Management
New York
$6.22M -$53.7K -148 -0.9%
GAM
605
Griffin Asset Management
New York
$6.2M +$76.2K +210 +1%
CTA
606
Colonial Trust Advisors
South Carolina
$6.19M -$645K -1,777 -9%
CCB
607
Country Club Bank
Missouri
$6.19M -$9.08K -25 -0.1%
CGIM
608
Capital Group Investment Management
Singapore
$6.18M -$479K -1,320 -7%
FM
609
Foster & Motley
Ohio
$6.15M +$105K +290 +2%
CAM
610
Columbia Asset Management
Michigan
$6.15M -$430K -1,184 -7%
JSC
611
Jackson Square Capital
California
$6.13M +$112K +308 +2%
MIOT
612
Massachusetts Institute of Technology
Massachusetts
$6.06M – – –
AAM
613
Advisors Asset Management
Colorado
$6.06M -$131K -362 -2%
MPI
614
Mairs & Power Inc
Minnesota
$6.06M +$41.7K +115 +0.7%
EA
615
Ellsworth Advisors
Ohio
$6.05M -$340K -937 -5%
CB
616
Community Bank
New York
$6.03M -$72.6K -200 -1%
HCMT
617
Highland Capital Management (Tennessee)
Tennessee
$6.02M -$156K -430 -3%
FLI
618
Family Legacy Inc
South Carolina
$6.02M -$177K -491 -3%
SCA
619
Snowden Capital Advisors
New York
$5.99M -$3M -8,278 -33%
SBIA
620
Sheaff Brock Investment Advisors
Indiana
$5.99M +$3.36M +9,262 +128%
MA
621
Montag & Associates
Georgia
$5.96M +$14.1K +39 +0.2%
GLF
622
Groupe la Francaise
France
$5.94M +$5.94M +14,922 New
FLPIM
623
F.L. Putnam Investment Management
Massachusetts
$5.92M +$218K +600 +4%
LSAG
624
Lake Street Advisors Group
New Hampshire
$5.9M +$2.83M +7,803 +92%
WTFG
625
Wells Trecaso Financial Group
Ohio
$5.88M +$53K +146 +0.9%
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