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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 %
B
676
Bailard
California
$5.19M +$340K +937 +7%
GH
677
GAM Holding
Switzerland
$5.17M -$358K -987 -6%
MC
678
Mathes Company
New York
$5.16M -$149K -410 -3%
FAIM
679
Financial Advocates Investment Management
Washington
$5.15M -$18.1K -50 -0.4%
EB
680
Eastern Bank
Massachusetts
$5.15M -$26.5K -73 -0.5%
VF
681
Virtu Financial
New York
$5.15M +$5.15M +14,191 New
JFGIW
682
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.11M -$479K -1,285 -9%
ADL
683
Asset Dedication LLC
California
$5.11M -$1.14M -3,132 -18%
GCL
684
Gouws Capital LLC
North Carolina
$5.1M +$510K +1,405 +11%
MOS
685
MGO One Seven
Ohio
$5.08M +$1.45M +3,997 +40%
PK
686
Pflug Koory
Nebraska
$5.06M -$2.9K -8 -0.1%
BPC
687
Banque Pictet & Cie
Switzerland
$5.05M +$4.85M +13,359 +2,377%
TMAM
688
Tokio Marine Asset Management
Japan
$5.04M +$157K +434 +3%
BEC
689
Blue Edge Capital
Virginia
$5.04M +$136K +375 +3%
RIM
690
Reliant Investment Management
Tennessee
$5.03M +$187K +515 +4%
TFA
691
Teamwork Financial Advisors
Texas
$5.03M -$9.6M -26,478 -66%
AIM
692
Anchor Investment Management
South Carolina
$5.02M +$194K +535 +4%
SCM
693
Seascape Capital Management
New Hampshire
$5.01M +$68.6K +189 +1%
CIG
694
CCM Investment Group
Minnesota
$5M +$5M +13,770 New
VT
695
Vise Technologies
New York
$5M +$1.72M +4,748 +53%
FWP
696
FAS Wealth Partners
Kansas
$4.98M +$100K +276 +2%
AF
697
Arrow Financial
New York
$4.97M -$79.1K -218 -2%
JWM
698
JPL Wealth Management
Colorado
$4.91M +$4.91M +13,536 New
RWS
699
Resolute Wealth Strategies
Mississippi
$4.9M -$17.4K -48 -0.4%
TFS
700
Thoroughbred Financial Services
Tennessee
$4.88M +$174K +479 +4%
26 27
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