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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 %
GLR
1026
Great Lakes Retirement
Ohio
$2.31M +$42.1K +116 +2%
MWM
1027
MFG Wealth Management
Indiana
$2.31M +$2.31M +6,363 New
TSW
1028
Thompson Siegel & Walmsley
Virginia
$2.3M -$6.17K -17 -0.3%
RMC
1029
Resources Management Corp
Connecticut
$2.29M -$97.6K -269 -4%
CT
1030
Coastline Trust
Rhode Island
$2.28M -$32.3K -89 -1%
GLA
1031
Good Life Advisors
Pennsylvania
$2.28M -$2.48M -6,829 -52%
CCMG
1032
Clark Capital Management Group
Pennsylvania
$2.27M +$118K +326 +5%
FCA
1033
FLC Capital Advisors
California
$2.27M -$374K -1,030 -14%
APP
1034
Avantax Planning Partners
Iowa
$2.27M -$85.2K -235 -4%
RWA
1035
River Wealth Advisors
Pennsylvania
$2.27M -$18.1K -50 -0.8%
WAM
1036
Wolverine Asset Management
Illinois
$2.27M +$2.17M +5,969 +2,132%
JSL
1037
JT Stratford LLC
Georgia
$2.27M -$809K -2,230 -26%
RAM
1038
Ramirez Asset Management
New York
$2.26M – – –
WAM
1039
Weatherly Asset Management
California
$2.25M +$9.07K +25 +0.4%
HTC
1040
Haverford Trust Company
Pennsylvania
$2.24M -$13.8K -38 -0.6%
CCA
1041
Checchi Capital Advisers
California
$2.24M +$16.3K +45 +0.7%
WBCM
1042
Wilson & Boucher Capital Management
California
$2.23M -$45.3K -125 -2%
PCTC
1043
Perkins Coie Trust Company
Washington
$2.23M -$75.5K -208 -3%
IP
1044
Ignite Planners
California
$2.23M -$398K -1,094 -15%
MAM
1045
Martingale Asset Management
Massachusetts
$2.22M -$882K -2,430 -28%
ESB
1046
Essex Savings Bank
Connecticut
$2.22M -$41.7K -115 -2%
BFA
1047
Bragg Financial Advisors
North Carolina
$2.22M +$105K +289 +5%
OAM
1048
Oak Asset Management
California
$2.22M -$9.07K -25 -0.4%
CIA
1049
Cascade Investment Advisors
Oregon
$2.22M -$109K -300 -5%
WIM
1050
WealthPlan Investment Management
Nebraska
$2.21M -$14.9K -41 -0.7%
40 41
42
43 44