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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 %
AWA
1051
Aaron Wealth Advisors
Illinois
$2.21M +$136K +375 +7%
BCWM
1052
Bartlett & Co Wealth Management
Ohio
$2.21M – – –
CAMV
1053
Concord Asset Management (Virginia)
Virginia
$2.21M -$97.9K -270 -4%
GWP
1054
Gen-Wealth Partners
Michigan
$2.21M -$4.35K -12 -0.2%
VPF
1055
Vantage Point Financial
Illinois
$2.2M +$2.2M +6,072 New
MA
1056
MONECO Advisors
Connecticut
$2.2M +$547K +1,509 +33%
KTC
1057
Kentucky Trust Company
Kentucky
$2.2M +$2.2M +6,053 New
SC
1058
Syon Capital
California
$2.2M -$54K -149 -2%
BFO
1059
Biltmore Family Office
North Carolina
$2.19M -$27.2K -75 -1%
OPCM
1060
Osborne Partners Capital Management
California
$2.19M – – –
C
1061
Certuity
Florida
$2.19M +$874K +2,410 +66%
TPI
1062
Trust Point Inc
Wisconsin
$2.19M +$296K +816 +16%
COA
1063
Crown Oak Advisors
California
$2.18M – – –
HWA
1064
HHM Wealth Advisors
Tennessee
$2.17M +$29.4K +81 +1%
KMWM
1065
Keudell/Morrison Wealth Management
Oregon
$2.17M +$363 +1 +0%
PFBT
1066
Parkside Financial Bank & Trust
Missouri
$2.17M +$52.2K +144 +2%
BCM
1067
Bridgeway Capital Management
Texas
$2.15M – – –
GMFG
1068
Greater Midwest Financial Group
Minnesota
$2.15M +$187K +515 +10%
ERIC
1069
Eagle Rock Investment Company
Georgia
$2.15M – – –
ACM
1070
Aljian Capital Management
Nevada
$2.15M +$3.63K +10 +0.2%
ECM
1071
Eisler Capital Management
United Kingdom
$2.15M +$2.15M +5,972 New
CB
1072
CNB Bank
Pennsylvania
$2.15M +$48.6K +134 +2%
WHG
1073
Westwood Holdings Group
Texas
$2.14M +$20.7K +57 +1%
PWSG
1074
Pacific Wealth Strategies Group
California
$2.14M +$24.3K +67 +1%
SFP
1075
Shepherd Financial Partners
Massachusetts
$2.14M +$39.9K +110 +2%
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