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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 %
Walleye Capital
1001
Walleye Capital
New York
$2.42M +$2.38M +6,553 +5,851%
RAM
1002
Redmond Asset Management
Virginia
$2.42M +$2.42M +6,661 New
VNA
1003
Valley National Advisers
Pennsylvania
$2.41M +$23.6K +65 +1%
OQS
1004
Occudo Quantitative Strategies
Florida
$2.4M +$2.4M +6,626 New
VWM
1005
Vivid Wealth Management
Iowa
$2.4M +$32.7K +90 +1%
ANTB
1006
AMG National Trust Bank
Colorado
$2.4M +$4.72K +13 +0.2%
FWM
1007
Fairhaven Wealth Management
Illinois
$2.39M +$47.5K +131 +2%
HI
1008
Harbour Investments
Wisconsin
$2.38M +$3.99K +11 +0.2%
FPCP
1009
Fort Point Capital Partners
California
$2.38M -$176K -484 -7%
ATWA
1010
Arbor Trust Wealth Advisors
Michigan
$2.37M -$70.7K -195 -3%
CFGS
1011
Concourse Financial Group Securities
Alabama
$2.36M +$46.7K +117 +2%
4WM
1012
44 Wealth Management
Oregon
$2.36M -$191K -526 -7%
SIG
1013
Sargent Investment Group
Maryland
$2.36M +$175K +483 +8%
SWC
1014
Spectrum Wealth Counsel
Indiana
$2.36M +$2.32M +6,407 +6,407%
AC
1015
AXQ Capital
New Jersey
$2.36M +$1.6M +4,412 +211%
GSB
1016
Greenfield Savings Bank
Massachusetts
$2.35M -$20K -55 -0.8%
CPC
1017
Cookson Peirce & Co
Pennsylvania
$2.35M +$316K +871 +16%
MWM
1018
Massachusetts Wealth Management
Massachusetts
$2.34M – – –
EHWM
1019
Eads & Heald Wealth Management
Georgia
$2.34M +$112K +309 +5%
AWA
1020
Arkadios Wealth Advisors
Georgia
$2.33M -$86K -237 -4%
PWM
1021
Pinnacle Wealth Management
California
$2.33M -$31.6K -87 -1%
CA
1022
CGN Advisors
Kansas
$2.33M -$324K -892 -12%
IWS
1023
Insight Wealth Strategies
California
$2.33M +$59.1K +163 +3%
NW
1024
NewEdge Wealth
Pennsylvania
$2.33M +$473K +1,305 +26%
SFG
1025
SevenBridge Financial Group
Pennsylvania
$2.32M +$410K +1,132 +21%
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