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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 %
CFB
801
Cullen/Frost Bankers
Texas
$3.75M +$205K +566 +6%
IA
802
IFP Advisors
Florida
$3.75M +$807K +2,225 +27%
WIA
803
World Investment Advisors
California
$3.75M +$2.29M +6,315 +157%
MMG
804
Monetary Management Group
Missouri
$3.71M – – –
ISFAN
805
Investor's Fiduciary Advisor Network
Washington
$3.7M +$3.7M +10,205 New
TC
806
Truvestments Capital
Florida
$3.7M +$133K +366 +4%
EWM
807
Evercore Wealth Management
New York
$3.69M +$70.4K +194 +2%
PA
808
Profund Advisors
Maryland
$3.68M +$73.6K +203 +2%
OCAM
809
Onex Canada Asset Management
Ontario, Canada
$3.68M -$62.4K -172 -2%
JIP
810
Jaffetilchin Investment Partners
Florida
$3.68M +$254K +701 +7%
GVAG
811
Great Valley Advisor Group
Delaware
$3.67M -$67.8K -187 -2%
PA
812
Parallel Advisors
California
$3.66M +$287K +791 +9%
NP
813
NorthRock Partners
Minnesota
$3.65M -$70K -193 -2%
N
814
Natixis
France
$3.65M -$34.5M -95,010 -90%
FFM
815
Fisher Funds Management
New Zealand
$3.64M +$3.64M +10,023 New
OBAM
816
ODDO BHF Asset Management
France
$3.63M +$721K +1,987 +25%
FCP
817
Fidelis Capital Partners
Florida
$3.62M +$478K +1,321 +15%
BPAMU
818
BTG Pactual Asset Management US
New York
$3.62M +$2.38M +6,571 +194%
IWA
819
IBEX Wealth Advisors
New Jersey
$3.61M +$3.25M +8,959 +894%
IWM
820
IHT Wealth Management
Illinois
$3.6M -$1.3M -3,595 -27%
MWM
821
Modern Wealth Management
Kansas
$3.59M +$385K +1,060 +12%
LWP
822
LMG Wealth Partners
Louisiana
$3.59M +$24.7K +68 +0.7%
FDS
823
First Dallas Securities
Texas
$3.58M +$7.62K +21 +0.2%
CA
824
Cumberland Advisors
Florida
$3.57M – – –
NGA
825
Naples Global Advisors
Florida
$3.57M -$74K -204 -2%
31 32
33
34 35