CAT icon

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 %
MCC
776
Money Concepts Capital
Florida
$4.03M +$9.07K +25 +0.2%
MGIA
777
Moneta Group Investment Advisors
Missouri
$4.02M -$62.8K -173 -2%
MAM
778
MWA Asset Management
Massachusetts
$4.01M -$71.1K -196 -2%
CAM
779
CPA Asset Management
Florida
$3.99M – – –
MCM
780
MV Capital Management
Maryland
$3.99M +$100K +277 +3%
FFN
781
Focus Financial Network
Minnesota
$3.97M -$47.9K -132 -1%
HCM
782
Hudson Capital Management
New Jersey
$3.95M +$23.9K +66 +0.6%
HCA
783
Harbor Capital Advisors
Illinois
$3.93M +$86K +237 +2%
WPP
784
Whalerock Point Partners
Rhode Island
$3.91M – – –
ATC
785
Argent Trust Co
Tennessee
$3.91M +$334K +922 +9%
AMG
786
Asset Management Group
Connecticut
$3.91M +$11.6K +32 +0.3%
VC
787
Vestor Capital
Illinois
$3.9M +$24.3K +67 +0.6%
BWAM
788
Boyd Watterson Asset Management
Ohio
$3.89M -$1.09K -3 -0%
PFA
789
Pure Financial Advisors
California
$3.88M +$160K +441 +4%
SC
790
Slow Capital
California
$3.88M -$397K -1,093 -9%
GL
791
Graypoint LLC
New York
$3.87M -$15.2K -42 -0.4%
MAM
792
Mystic Asset Management
Rhode Island
$3.85M +$105K +290 +3%
VCA
793
Verdence Capital Advisors
Maryland
$3.85M +$773K +2,131 +25%
KC
794
Kinloch Capital
Virginia
$3.84M +$95K +262 +3%
BWM
795
BNC Wealth Management
Oregon
$3.84M +$200K +550 +5%
TW
796
TritonPoint Wealth
Maryland
$3.83M -$51.5K -142 -1%
LFS
797
Legacy Financial Strategies
Kansas
$3.83M -$65.5K -182 -2%
BBA
798
BLB&B Advisors
Pennsylvania
$3.81M -$159K -438 -4%
EWM
799
Empirical Wealth Management
Washington
$3.81M +$247K +680 +7%
CICI
800
Capital Investment Counsel Inc
North Carolina
$3.8M -$200K -550 -5%
30 31
32
33 34