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 %
CWA
901
Core Wealth Advisors
Florida
$2.99M -$33.7K -93 -1%
HI
902
Horizon Investments
North Carolina
$2.99M +$52K +144 +2%
BCM
903
Boltwood Capital Management
California
$2.99M -$726 -2 -0%
TL
904
Tradewinds LLC
North Carolina
$2.98M – – –
GIS
905
Graphene Investments SAS
France
$2.97M – – –
CW
906
CreativeOne Wealth
Kansas
$2.96M -$711K -1,960 -19%
PAA
907
Peregrine Asset Advisers
Oregon
$2.95M +$2.34M +6,445 +382%
ATC
908
Adirondack Trust Company
New York
$2.93M -$53.7K -148 -2%
SIG
909
Stonegate Investment Group
Alabama
$2.93M +$541K +1,491 +23%
Verition Fund Management
910
Verition Fund Management
Connecticut
$2.91M -$1.24M -3,428 -30%
MWM
911
Mission Wealth Management
California
$2.91M -$33.7K -93 -1%
FCM
912
Fieldview Capital Management
Michigan
$2.9M +$2.9M +7,990 New
LIM
913
Loudon Investment Management
New Hampshire
$2.9M -$63.5K -175 -2%
FHA
914
First Horizon Advisors
Tennessee
$2.89M -$157K -432 -5%
AUB
915
Atlantic Union Bankshares
Virginia
$2.89M -$102K -282 -3%
BG
916
BDF Gestion
France
$2.89M -$376K -1,036 -12%
HKAM
917
Horizon Kinetics Asset Management
New York
$2.88M -$99K -273 -3%
VBCG
918
Valley Brook Capital Group
Pennsylvania
$2.88M -$1.81K -5 -0.1%
MFG
919
MidWestOne Financial Group
Iowa
$2.87M – – –
FIM
920
Fruth Investment Management
Texas
$2.87M – – –
FMB
921
Field & Main Bank
Kentucky
$2.86M +$19.2K +53 +0.7%
OPA
922
Old Port Advisors
Maine
$2.86M -$17.4K -48 -0.6%
OA
923
Oxbow Advisors
Texas
$2.85M -$81.6K -225 -3%
HCM
924
Howland Capital Management
Massachusetts
$2.84M +$332K +916 +13%
GFA
925
Gifford Fong Associates
California
$2.83M – – –
35 36
37
38 39