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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 %
BG
1076
Bahl & Gaynor
Ohio
$2.13M +$26.5K +73 +1%
PI
1077
PFG Investments
New York
$2.13M +$222K +611 +12%
FNBSF
1078
First National Bank Sioux Falls
South Dakota
$2.12M – – –
CIP
1079
Convergence Investment Partners
Florida
$2.11M -$563K -1,553 -21%
WPW
1080
Watershed Private Wealth
Illinois
$2.11M -$44.3K -122 -2%
IP
1081
Intellectus Partners
California
$2.11M +$32.6K +90 +2%
CSA
1082
Cottage Street Advisors
Massachusetts
$2.1M +$20K +55 +1%
WR
1083
WD Rutherford
Oregon
$2.1M -$20.7K -57 -1%
HIMS
1084
Hager Investment Management Services
New Hampshire
$2.1M +$2.1M +5,787 New
BIM
1085
Bridges Investment Management
Nebraska
$2.09M -$40.3K -111 -2%
VIA
1086
Victrix Investment Advisors
Florida
$2.09M +$2.09M +5,761 New
CFA
1087
Camarda Financial Advisors
Florida
$2.08M +$2.08M +5,746 New
AWAG
1088
ARS Wealth Advisors Group
Florida
$2.08M +$2.9K +8 +0.1%
IHL
1089
Investment House LLC
California
$2.08M -$18.1K -50 -0.9%
SA
1090
Strategic Advisors
New York
$2.08M +$265K +730 +15%
BMC
1091
Beaton Management Company
Massachusetts
$2.05M – – –
PWMAG
1092
Pinnacle Wealth Management Advisory Group
New Jersey
$2.05M +$255K +704 +14%
LGF
1093
LGT Group Foundation
Liechtenstein
$2.05M – – –
KRSITF
1094
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.05M +$742K +8,178 +57%
CFG
1095
Cooper Financial Group
California
$2.04M +$45.7K +126 +2%
ClearBridge Investments
1096
ClearBridge Investments
New York
$2.03M -$726 -2 -0%
CG
1097
Corundum Group
Colorado
$2.03M +$839K +2,314 +71%
IW
1098
IronOak Wealth
Texas
$2.02M +$2.02M +5,565 New
AF
1099
Advisornet Financial
Minnesota
$2.01M -$207K -571 -9%
HA
1100
Huntleigh Advisors
Missouri
$2.01M +$2.01M +5,534 New
42 43
44
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