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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 %
RLH
1126
RD Lewis Holdings
Florida
$1.89M +$1.89M +5,204 New
NG
1127
Norden Group
Utah
$1.89M +$187K +515 +11%
WIC
1128
Woodmont Investment Counsel
Tennessee
$1.89M +$969K +2,670 +105%
BFA
1129
Benedict Financial Advisors
Georgia
$1.88M -$10.2K -28 -0.5%
FRA
1130
Frank Rimerman Advisors
California
$1.88M -$2.28M -6,293 -55%
CWP
1131
Cyndeo Wealth Partners
Florida
$1.88M +$3.63K +10 +0.2%
CC
1132
Centiva Capital
New York
$1.87M -$3.71M -10,215 -66%
NFA
1133
Northern Financial Advisors
Michigan
$1.87M -$9.43K -26 -0.5%
IA
1134
IFC Advisors
California
$1.87M +$1.87M +5,153 New
EWA
1135
Exencial Wealth Advisors
Oklahoma
$1.86M -$4.72K -13 -0.3%
WG
1136
Wealth Group
North Carolina
$1.86M +$178K +491 +11%
1NWS
1137
1 North Wealth Services
Maryland
$1.85M +$1.85M +5,110 New
GPA
1138
Garrison Point Advisors
California
$1.85M -$16.3K -45 -0.9%
CAG
1139
Csenge Advisory Group
Florida
$1.85M -$272K -751 -13%
CCA
1140
Corps Capital Advisors
Texas
$1.83M +$1.83M +5,046 New
BIA
1141
Beacon Investment Advisors
Maryland
$1.83M +$7.26K +20 +0.4%
SI
1142
Sava Infond
Slovenia
$1.83M +$1.83M +5,040 New
S
1143
Sunpointe
Missouri
$1.82M +$1.51M +4,176 +490%
IFWM
1144
Institute for Wealth Management
Colorado
$1.82M +$28.3K +78 +2%
CIAS
1145
Capital Investment Advisory Services
North Carolina
$1.82M +$5.81K +16 +0.3%
WFM
1146
Wolff Financial Management
Michigan
$1.82M -$4.35K -12 -0.2%
CI
1147
Cigna Investments
Connecticut
$1.81M -$10.9K -30 -0.6%
CIA
1148
Cladis Investment Advisory
Montana
$1.81M -$109K -300 -6%
AA
1149
Advisory Alpha
Michigan
$1.81M +$59.1K +163 +3%
GIM
1150
Guardian Investment Management
California
$1.81M -$109K -300 -6%
44 45
46
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