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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 %
LTAS
976
Linden Thomas Advisory Services
North Carolina
$2.53M +$320K +883 +14%
FWM
977
Forefront Wealth Management
Pennsylvania
$2.53M +$2.53M +6,980 New
AA
978
Argent Advisors
Louisiana
$2.53M -$43.9K -121 -2%
SW
979
SVB Wealth
Massachusetts
$2.53M +$2.53M +6,978 New
QIM
980
Quest Investment Management
Oregon
$2.53M – – –
BA
981
BCM Advisors
Louisiana
$2.53M -$4.67K -13 -0.2%
MMA
982
Mizuho Markets Americas
New York
$2.52M -$3.56M -9,825 -59%
CPA
983
Court Place Advisors
Maryland
$2.51M -$257K -708 -9%
SIA
984
Schear Investment Advisers
Ohio
$2.49M +$85.6K +236 +4%
SF
985
Slagle Financial
Illinois
$2.49M +$94.3K +260 +4%
IA
986
Inspire Advisors
Idaho
$2.48M -$516K -1,423 -17%
DAS
987
DMKC Advisory Services
Iowa
$2.48M +$2.48M +6,829 New
SCA
988
STALEY CAPITAL ADVISERS
Pennsylvania
$2.47M – – –
GEA
989
Glen Eagle Advisors
New Jersey
$2.47M +$164K +453 +7%
HCM
990
Hilton Capital Management
New York
$2.46M – – –
TWM
991
Trueblood Wealth Management
Ohio
$2.45M +$73.3K +202 +3%
SSW
992
Stone Summit Wealth
Florida
$2.45M +$11.2K +31 +0.5%
NRG
993
Nemes Rush Group
Michigan
$2.45M +$44.6K +123 +2%
RA
994
RFG Advisory
Alabama
$2.44M +$84.2K +232 +4%
AWMT
995
AAFMAA Wealth Management & Trust
North Carolina
$2.44M -$208K -573 -8%
CPL
996
Capital & Planning LLC
Georgia
$2.44M +$2.44M +6,724 New
TA
997
TKG Advisors
Indiana
$2.44M -$131K -322 -5%
AAM
998
AR Asset Management
California
$2.43M – – –
QCG
999
Quadrant Capital Group
Ohio
$2.42M -$725 -2 -0%
TSWM
1000
Triangle Securities Wealth Management
North Carolina
$2.42M -$112K -309 -4%
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