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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 %
LBC
926
Lowe Brockenbrough & Co
Virginia
$2.83M -$106K -293 -4%
BCM
927
Becker Capital Management
Oregon
$2.83M -$141K -389 -5%
BIM
928
Baldwin Investment Management
Pennsylvania
$2.83M -$710K -1,956 -20%
FWM
929
Focused Wealth Management
New York
$2.81M +$25.4K +70 +0.9%
CD
930
Chapin Davis
Maryland
$2.8M – – –
MLA
931
MB, Levis & Associates
Pennsylvania
$2.8M -$115K -316 -4%
FIA
932
Foundations Investment Advisors
Arizona
$2.79M +$311K +856 +13%
UCB
933
United Community Bank
South Carolina
$2.78M +$14.5K +40 +0.5%
CAM
934
Cozad Asset Management
Illinois
$2.78M +$86.7K +239 +3%
CAAS
935
Capital Asset Advisory Services
Michigan
$2.78M -$6.55K -18 -0.2%
IAMOG
936
Investors Asset Management of Georgia
Georgia
$2.77M -$45.3K -125 -2%
DT
937
Diversified Trust
Tennessee
$2.77M +$51.1K +141 +2%
JCFM
938
JBR Co Financial Management
Oklahoma
$2.76M -$3.63K -10 -0.1%
SCP
939
Stamos Capital Partners
California
$2.76M +$174K +480 +7%
OCM
940
Orleans Capital Management
Louisiana
$2.76M +$123K +340 +5%
GCM
941
Gables Capital Management
Florida
$2.75M -$18.1K -50 -0.7%
EB
942
Exchange Bank
California
$2.75M -$1.09K -3 -0%
DSN
943
D. Scott Neal
Kentucky
$2.74M – – –
PVI
944
Pine Valley Investments
New Jersey
$2.72M +$711K +1,961 +35%
BB
945
Berkshire Bank
Massachusetts
$2.72M -$58K -160 -2%
SF
946
Symphony Financial
Texas
$2.72M +$31.3K +79 +1%
DWT
947
Dorsey & Whitney Trust
South Dakota
$2.7M -$48.6K -134 -2%
UB
948
Umpqua Bank
Oregon
$2.7M -$14.9K -40 -0.5%
CIA
949
Choate Investment Advisors
Massachusetts
$2.7M -$259K -714 -9%
VIPI
950
Vista Investment Partners II
Indiana
$2.7M +$2.7M +7,435 New
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38
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