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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 %
AMG
1101
Advisors Management Group
Wisconsin
$2.01M -$21.4K -59 -1%
CP
1102
Cornerstone Planning
North Carolina
$2M +$2M +5,505 New
AW
1103
Alaethes Wealth
Nevada
$2M +$13.8K +38 +0.7%
CWM
1104
Connecticut Wealth Management
Connecticut
$1.98M -$16.3K -45 -0.8%
TNA
1105
True North Advisors
Texas
$1.98M – – –
WANY
1106
Wealthspire Advisors (New York)
New York
$1.97M -$3.27K -9 -0.2%
WA
1107
WBH Advisory
Maryland
$1.97M -$26.1K -72 -1%
CWP
1108
CFM Wealth Partners
Texas
$1.96M -$47.5K -131 -2%
YDMI
1109
Y.D. More Investments
Israel
$1.96M -$10.5K -29 -0.5%
IAIM
1110
International Assets Investment Management
Florida
$1.96M -$767M -2,131,226 -100%
NFG
1111
Nations Financial Group
Iowa
$1.95M -$46.4K -128 -2%
IA
1112
IFG Advisory
Georgia
$1.94M +$1.94M +5,358 New
GC
1113
Garde Capital
Washington
$1.94M +$122K +335 +7%
RBFC
1114
Roman Butler Fullerton & Co
Missouri
$1.94M +$105K +266 +6%
ISL
1115
Ingalls & Snyder LLC
New York
$1.94M +$54.4K +150 +3%
AB
1116
Atlas Brown
Kentucky
$1.94M +$2.18K +6 +0.1%
PAMG
1117
Patton Albertson Miller Group
Tennessee
$1.93M – – –
AWM
1118
Accurate Wealth Management
Florida
$1.92M +$128K +364 +7%
KA
1119
Kovack Advisors
Florida
$1.92M -$256K -705 -12%
CST
1120
Charles Schwab Trust
Nevada
$1.92M -$6.17K -17 -0.3%
EIA
1121
Eldridge Investment Advisors
New Hampshire
$1.91M – – –
EFM
1122
E Fund Management
China
$1.91M +$654K +1,804 +52%
MYLI
1123
Meiji Yasuda Life Insurance
Japan
$1.91M -$231K -637 -11%
LFM
1124
LGT Fund Management
Liechtenstein
$1.9M – – –
OAM
1125
Ostrum Asset Management
France
$1.9M +$914K +2,520 +92%
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