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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 %
RIL
851
Rothschild Investment LLC
Illinois
$3.38M +$355K +979 +12%
FM
852
Family Management
New York
$3.37M +$110K +310 +3%
WWP
853
WR Wealth Planners
Missouri
$3.37M -$110K -304 -3%
1SB
854
1ST Source Bank
Indiana
$3.36M -$8.34K -23 -0.2%
CSC
855
Caldwell Sutter Capital
California
$3.36M -$39.5K -109 -1%
PA
856
PFG Advisors
Arizona
$3.35M -$234K -646 -7%
CWP
857
Concord Wealth Partners
Virginia
$3.35M -$21K -58 -0.6%
FNBTCON
858
First National Bank & Trust Co of Newtown
Pennsylvania
$3.35M -$130K -357 -4%
AA
859
Aire Advisors
California
$3.34M +$38.1K +105 +1%
CA
860
Cannon Advisors
North Carolina
$3.34M -$94.7K -261 -3%
PAM
861
Panagora Asset Management
Massachusetts
$3.34M -$12M -33,103 -78%
BWM
862
Buckley Wealth Management
Nevada
$3.33M -$57K -157 -2%
ZF
863
Zhang Financial
Michigan
$3.32M +$267K +736 +9%
MCWS
864
McKinley Carter Wealth Services
West Virginia
$3.32M -$65.3K -180 -2%
RBWA
865
RFG - Bristol Wealth Advisors
Massachusetts
$3.31M +$3.31M +9,125 New
LAM
866
L2 Asset Management
Massachusetts
$3.3M +$49.7K +137 +2%
GTAM
867
Global Trust Asset Management
Florida
$3.3M -$111K -307 -3%
VSQM
868
V-Square Quantitative Management
Illinois
$3.27M +$24.7K +68 +0.8%
PIM
869
Penobscot Investment Management
Massachusetts
$3.26M -$10.9K -30 -0.3%
SDIC
870
South Dakota Investment Council
South Dakota
$3.25M – – –
PH
871
Pinnacle Holdings
Oklahoma
$3.25M -$188K -517 -5%
RBI
872
Raiffeisen Bank International
Austria
$3.24M +$3.24M +8,927 New
ALAM
873
Asahi Life Asset Management
Japan
$3.23M -$155K -427 -5%
DWA
874
Douglass Winthrop Advisors
New York
$3.23M -$2.18K -6 -0.1%
WCM
875
Weaver Capital Management
Georgia
$3.2M +$1.02M +2,819 +47%
33 34
35
36 37