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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 %
ACM
701
Altrius Capital Management
North Carolina
$4.88M -$137K -379 -3%
TE
702
Tema ETFs
New York
$4.83M +$4.83M +13,328 New
BBHC
703
Brown Brothers Harriman & Co
New York
$4.83M +$21K +58 +0.4%
VCM
704
Viewpoint Capital Management
Washington
$4.83M +$76.2K +210 +2%
GIC
705
Generali Investments CEE
Czech Republic
$4.82M +$4.82M +13,300 New
LOIM
706
Liberty One Investment Management
Illinois
$4.81M +$174K +479 +4%
TCM
707
Traynor Capital Management
Pennsylvania
$4.81M +$722K +1,989 +18%
FFP
708
FourThought Financial Partners
Florida
$4.81M +$4.81M +13,253 New
EFS
709
Essex Financial Services
Connecticut
$4.79M +$371K +1,023 +8%
TW
710
Trajan Wealth
Arizona
$4.78M +$4.78M +13,167 New
GJWM
711
Gilliland Jeter Wealth Management
Arkansas
$4.77M -$2.18K -6 -0%
ACM
712
Alpha Capital Management
Texas
$4.76M +$51.2K +141 +1%
TI
713
Trexquant Investment
Connecticut
$4.76M -$3.27M -9,016 -41%
IPW
714
IronBridge Private Wealth
Texas
$4.75M -$227K -626 -5%
Acadian Asset Management
715
Acadian Asset Management
Massachusetts
$4.74M +$1.57M +4,327 +49%
WB
716
Webster Bank
Connecticut
$4.74M -$202K -556 -4%
SWM
717
Spire Wealth Management
Virginia
$4.69M -$1.18M -3,261 -20%
FA
718
Faithward Advisors
Pennsylvania
$4.67M -$6.53K -18 -0.1%
LG
719
Leuthold Group
Minnesota
$4.64M -$156K -429 -3%
CFO
720
Callan Family Office
Pennsylvania
$4.63M +$3.85M +10,613 +495%
SCM
721
Stonebridge Capital Management
California
$4.61M -$9.07K -25 -0.2%
LNB
722
Ledyard National Bank
$4.6M -$221K -609 -5%
JIC
723
Johnson Investment Counsel
Ohio
$4.59M +$58K +160 +1%
GWMIA
724
Global Wealth Management Investment Advisory
Florida
$4.57M +$97.2K +268 +2%
ISB
725
Iowa State Bank
Iowa
$4.57M -$39.5K -109 -0.9%
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