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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 %
WBC
876
Westpac Banking Corp
Australia
$3.18M +$70K +193 +2%
CIG
877
Cullen Investment Group
Louisiana
$3.18M +$19.2K +53 +0.6%
DWP
878
Daymark Wealth Partners
Ohio
$3.17M +$1.43K +58 +0%
HAI
879
Hennessy Advisors Inc
California
$3.12M -$181K -500 -5%
QI
880
Qtron Investments
Massachusetts
$3.12M – – –
GI
881
GAMMA Investing
California
$3.11M +$213K +586 +7%
NW
882
Naviter Wealth
Arkansas
$3.1M +$1.01M +2,787 +48%
TT
883
TI-Trust
Illinois
$3.1M -$56.6K -156 -2%
SSWM
884
Smith Salley Wealth Management
North Carolina
$3.09M -$7.26K -20 -0.2%
RSA
885
River Street Advisors
Illinois
$3.09M -$207K -570 -6%
GC
886
Gould Capital
Washington
$3.09M -$56.6K -156 -2%
AAIS
887
ABN AMRO Investment Solutions
$3.08M -$4.35K -12 -0.1%
CA
888
Clune & Associates
Illinois
$3.08M +$3.08M +8,497 New
BP
889
Ballentine Partners
Massachusetts
$3.08M +$45.3K +125 +1%
SAM
890
Shell Asset Management
Netherlands
$3.07M +$1.48M +4,089 +93%
PTC
891
Private Trust Company
Ohio
$3.07M +$153K +422 +5%
CPIA
892
Cornell Pochily Investment Advisors
New York
$3.05M +$2.18K +6 +0.1%
BT
893
Banque Transatlantique
France
$3.05M +$3.05M +8,436 New
HDIM
894
Hanson & Doremus Investment Management
Vermont
$3.04M -$118K -326 -4%
YIH
895
Y-Intercept (HK)
Hong Kong
$3.03M -$62.4K -172 -2%
FFA
896
Farther Finance Advisors
California
$3.03M +$115K +318 +4%
DJSG
897
D.J. St. Germain
Massachusetts
$3.03M +$693K +1,910 +30%
BWM
898
Bernard Wealth Management
Michigan
$3.02M +$3.02M +8,336 New
RCM
899
Radnor Capital Management
Pennsylvania
$3.02M -$18.1K -50 -0.6%
PNC
900
Park National Corp
Ohio
$3.01M -$17.1K -47 -0.6%
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