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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 %
BFIM
626
Beese Fulmer Investment Management
Ohio
$5.88M +$19.2K +53 +0.3%
RC
627
Roundview Capital
New Jersey
$5.87M +$99.4K +274 +2%
GIA
628
Guyasuta Investment Advisors
Pennsylvania
$5.87M +$628K +1,731 +12%
HIC
629
Holderness Investments Company
North Carolina
$5.86M +$33.4K +92 +0.6%
AWP
630
Ascent Wealth Partners
New York
$5.85M -$67.8K -187 -1%
LFAS
631
Level Four Advisory Services
Texas
$5.83M -$87.8K -242 -1%
TCM
632
Twin Capital Management
Pennsylvania
$5.81M +$29.4K +81 +0.5%
SCP
633
Sandhill Capital Partners
New York
$5.8M -$28.7K -79 -0.5%
SFI
634
Siemens Fonds Invest
Germany
$5.78M +$92.2K +254 +2%
PCA
635
Pallas Capital Advisors
Massachusetts
$5.78M -$142K -391 -2%
SIMG
636
Sonora Investment Management Group
Arizona
$5.73M +$4.77M +13,158 +499%
BTI
637
Blue Trust Inc
Georgia
$5.73M -$833K -2,297 -13%
FTWA
638
Fifth Third Wealth Advisors
Ohio
$5.7M +$274K +755 +5%
CSP
639
Cary Street Partners
Virginia
$5.68M +$5.68M +15,663 New
GIM
640
Goelzer Investment Management
Indiana
$5.67M +$143K +395 +3%
AA
641
ALPS Advisors
Colorado
$5.67M -$30.1K -83 -0.5%
LC
642
Legacy CG
Texas
$5.61M -$323K -890 -5%
KTM
643
Keeler Thomas Management
Utah
$5.6M -$99K -273 -2%
NMIMC
644
Northwestern Mutual Investment Management Company
Wisconsin
$5.56M -$14.1K -39 -0.3%
EH
645
Equitable Holdings
New York
$5.55M +$213K +587 +4%
ET
646
Equitable Trust
Tennessee
$5.54M – – –
CNBT
647
Canandaigua National Bank & Trust
New York
$5.49M -$29K -80 -0.5%
CC
648
Chicago Capital
Illinois
$5.49M +$139K +383 +3%
TWA
649
TCI Wealth Advisors
Arizona
$5.48M -$173K -476 -3%
RBA
650
Richard Bernstein Advisors
New York
$5.47M – – –
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