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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 %
BFAG
651
Blackston Financial Advisory Group
Florida
$5.44M -$35.2K -97 -0.6%
RC
652
RBF Capital
California
$5.44M – – –
TVWM
653
Tower View Wealth Management
Wisconsin
$5.44M +$47.2K +130 +0.9%
GWM
654
Geneos Wealth Management
Colorado
$5.43M -$99.4K -274 -2%
MCM
655
Monument Capital Management
Virginia
$5.41M +$15.2K +42 +0.3%
CG
656
Caprock Group
Idaho
$5.41M +$717K +1,977 +15%
SW
657
SteelPeak Wealth
California
$5.41M -$1.02M -2,824 -16%
BC
658
Burney Company
Virginia
$5.39M -$149K -410 -3%
WAP
659
Wealthcare Advisory Partners
Pennsylvania
$5.38M +$77.6K +214 +1%
SIM
660
Studio Investment Management
Illinois
$5.37M -$168K -464 -3%
CIA
661
Covington Investment Advisors
Pennsylvania
$5.35M -$47.4M -13,070 -90%
Envestnet Portfolio Solutions
662
Envestnet Portfolio Solutions
Illinois
$5.34M -$848K -2,339 -14%
MCC
663
Malaga Cove Capital
California
$5.32M -$53.3K -147 -1%
FBFS
664
First Business Financial Services
Wisconsin
$5.32M +$5.08M +14,000 +2,099%
FMC
665
First Merchants Corp
Indiana
$5.32M +$254K +700 +5%
PIM
666
Plato Investment Management
Australia
$5.31M – – –
MCCP
667
Mission Creek Capital Partners
California
$5.28M +$107K +295 +2%
RF
668
Robbins Farley
New Hampshire
$5.28M +$67.5K +186 +1%
BOH
669
Bank of Hawaii
Hawaii
$5.26M -$74K -204 -1%
SSB
670
Sandy Spring Bank
Maryland
$5.26M -$70.7K -195 -1%
EAM
671
Eukles Asset Management
Ohio
$5.22M -$426K -1,175 -8%
AC
672
Allstate Corporation
Illinois
$5.22M +$5.22M +14,393 New
MIM
673
Montgomery Investment Management
Maryland
$5.21M -$402K -1,107 -7%
LIM
674
Leavell Investment Management
Alabama
$5.21M +$65.3K +180 +1%
FFWA
675
FRG Family Wealth Advisors
Washington
$5.2M – – –
25 26
27
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