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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 %
OC
951
Oarsman Capital
Wisconsin
$2.69M +$106K +291 +4%
BJL
952
Brighton Jones LLC
Washington
$2.69M +$914K +2,519 +52%
CWAG
953
Compton Wealth Advisory Group
Virginia
$2.66M -$23.2K -64 -0.9%
MMHP
954
Murphy Middleton Hinkle & Parker
Georgia
$2.66M -$165K -456 -6%
ITIM
955
Indiana Trust & Investment Management
Indiana
$2.65M +$263K +725 +11%
LHC
956
Little House Capital
Massachusetts
$2.65M -$2.54K -7 -0.1%
FFA
957
Fairfield Financial Advisors
Massachusetts
$2.64M +$494K +1,361 +23%
TWP
958
Tyche Wealth Partners
Texas
$2.63M +$92.1K +254 +4%
TIA
959
Trust Investment Advisors
Indiana
$2.62M +$192K +529 +8%
RFA
960
Rollins Financial Advisors
New York
$2.61M +$109K +301 +4%
LA
961
LBP AM
France
$2.61M -$9.52M -26,232 -78%
LSPW
962
Lake Street Private Wealth
Illinois
$2.6M +$99K +273 +4%
AWA
963
Arete Wealth Advisors
Illinois
$2.6M +$191K +525 +8%
LB
964
Legacy Bridge
Iowa
$2.59M – – –
MSA
965
MUFG Securities Americas
New York
$2.59M +$2.59M +7,128 New
MWM
966
Modera Wealth Management
New Jersey
$2.58M +$66K +182 +3%
GSC
967
G&S Capital
Colorado
$2.58M -$332K -915 -11%
SLI
968
Sumitomo Life Insurance
Japan
$2.58M -$54.1K -149 -2%
CSI
969
Cross Staff Investments
New York
$2.58M – – –
WPC
970
Wedmont Private Capital
Pennsylvania
$2.57M +$170K +485 +7%
HWMO
971
Heritage Wealth Management (Ohio)
Ohio
$2.57M -$25.8K -71 -1%
EIP
972
Ellis Investment Partners
Pennsylvania
$2.56M -$240K -662 -9%
FFM
973
Forum Financial Management
Illinois
$2.56M +$325K +895 +15%
FSA
974
Franklin Street Advisors
North Carolina
$2.54M -$53K -146 -2%
DLCIG
975
D.L. Carlson Investment Group
New Hampshire
$2.54M -$30.8K -85 -1%
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