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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 %
OFS
751
OneAscent Financial Services
Alabama
$4.34M +$292K +805 +7%
PP
752
Prudential plc
United Kingdom
$4.34M -$650K -1,793 -13%
MG
753
Mather Group
Illinois
$4.34M -$76.9K -212 -2%
SVWAG
754
Sound View Wealth Advisors Group
Georgia
$4.33M +$188K +519 +5%
AIP
755
Ameritas Investment Partners
Nebraska
$4.32M -$453K -1,249 -9%
LNWWM
756
Laird Norton Wetherby Wealth Management
California
$4.31M -$154K -425 -3%
SRA
757
Secured Retirement Advisors
Minnesota
$4.29M +$1.32M +3,643 +44%
S
758
SignatureFD
Georgia
$4.24M -$116K -319 -3%
Balyasny Asset Management
759
Balyasny Asset Management
Illinois
$4.23M +$2.56M +7,057 +153%
RCM
760
Regency Capital Management
Hawaii
$4.23M +$183K +504 +5%
FPAS
761
Focus Partners Advisor Solutions
Missouri
$4.22M +$1.29M +3,544 +44%
CFD
762
Creative Financial Designs
Indiana
$4.22M +$139K +384 +3%
ACM
763
Argyle Capital Management
Pennsylvania
$4.19M +$14.5K +40 +0.3%
SCP
764
Seizert Capital Partners
Michigan
$4.19M -$196K -540 -4%
OAM
765
Occidental Asset Management
California
$4.18M +$223K +615 +6%
TCOT
766
Trust Company of Toledo
Ohio
$4.17M +$363K +1,000 +10%
PA
767
Procyon Advisors
Connecticut
$4.16M -$68.9K -190 -2%
Members Trust
768
Members Trust
Florida
$4.13M -$27.2K -75 -0.7%
SOAMC
769
Spirit of America Management Corp
New York
$4.13M -$36.3K -100 -0.9%
WCM
770
Whitener Capital Management
North Carolina
$4.12M -$68.6K -189 -2%
PWA
771
Providence Wealth Advisors
Illinois
$4.11M -$152K -416 -4%
NHC
772
Nicholas Hoffman & Company
Georgia
$4.1M -$59.5K -164 -1%
SMC
773
Smith, Moore & Co
Missouri
$4.09M +$59.5K +164 +1%
HHAM
774
HITE Hedge Asset Management
Massachusetts
$4.05M +$4.05M +11,177 New
KWM
775
Kingsview Wealth Management
Oregon
$4.05M -$209K -577 -5%
29 30
31
32 33