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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 %
HT
826
Heritage Trust
Oklahoma
$3.57M +$3.57M +9,836 New
SCM
827
Schnieders Capital Management
California
$3.56M -$38.1K -105 -1%
NP
828
Nilsine Partners
Colorado
$3.55M +$126K +346 +4%
WPW
829
Waldron Private Wealth
Pennsylvania
$3.55M +$1.8M +4,965 +103%
RCM
830
RB Capital Management
Nevada
$3.54M +$66.4K +183 +2%
MCM
831
Mill Capital Management
North Carolina
$3.53M – – –
DCM
832
Davidson Capital Management
Texas
$3.51M +$128K +354 +4%
JWCA
833
J.W. Cole Advisors
Florida
$3.5M +$30.5K +84 +0.9%
SWM
834
SeaCrest Wealth Management
New York
$3.49M +$10.9K +30 +0.3%
CCM
835
Consolidated Capital Management
California
$3.49M -$68.2K -188 -2%
WSC
836
Wellington Shields & Co
New York
$3.49M – – –
RWM
837
Ritholtz Wealth Management
New York
$3.48M +$704K +1,940 +25%
ATPW
838
Ashton Thomas Private Wealth
Arizona
$3.47M +$731K +2,014 +27%
AWM
839
Avitas Wealth Management
California
$3.46M +$27.2K +75 +0.8%
MWM
840
Mattern Wealth Management
Kansas
$3.44M +$1.21M +3,349 +55%
MMPW
841
Mitchell McLeod Pugh & Williams
Alabama
$3.44M -$287K -792 -8%
FWM
842
Finer Wealth Management
Massachusetts
$3.42M +$31.2K +86 +0.9%
BFA
843
Brendel Financial Advisors
New Hampshire
$3.41M -$178K -491 -5%
PAM
844
Palisade Asset Management
Minnesota
$3.4M -$35.6K -98 -1%
LA
845
Lifeworks Advisors
Michigan
$3.4M +$406K +1,120 +14%
GIA
846
Gladstone Institutional Advisory
Florida
$3.4M -$752K -2,073 -18%
AG
847
AlTi Global
New York
$3.4M +$115K +310 +4%
CA
848
Cambridge Advisors
Nebraska
$3.4M -$21.8K -60 -0.6%
HSA
849
HBK Sorce Advisory
Pennsylvania
$3.38M +$31.9K +88 +1%
HI
850
Hudock Inc
Pennsylvania
$3.38M -$76.2K -210 -2%
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