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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 %
LRPA
1151
L. Roy Papp & Associates
Arizona
$1.81M – – –
IAS
1152
Insigneo Advisory Services
Florida
$1.81M -$774K -2,133 -30%
SWA
1153
Stratos Wealth Advisors
Ohio
$1.8M -$51.5K -142 -3%
MAM
1154
Milestone Asset Management
Pennsylvania
$1.8M +$528K +1,456 +42%
OWM
1155
Opes Wealth Management
California
$1.8M -$9.07K -25 -0.5%
RT
1156
Rockland Trust
Massachusetts
$1.8M +$112K +310 +7%
AFCM
1157
Applied Finance Capital Management
Puerto Rico
$1.79M -$92.5K -255 -5%
HWM
1158
Hohimer Wealth Management
Washington
$1.79M +$64.9K +179 +4%
PCM
1159
Princeton Capital Management
New Jersey
$1.79M -$23.6K -65 -1%
HFA
1160
High Falls Advisors
New York
$1.78M +$22.9K +63 +1%
DFA
1161
DHJJ Financial Advisors
Illinois
$1.78M – – –
DBIA
1162
Dumont & Blake Investment Advisors
New Jersey
$1.78M -$8.71K -24 -0.5%
MNBTD
1163
Moody National Bank Trust Division
Texas
$1.78M -$108K -297 -6%
PWAM
1164
Pinnacle West Asset Management
Wyoming
$1.78M -$1.81K -5 -0.1%
SFO
1165
Stenger Family Office
Illinois
$1.77M +$1.77M +4,876 New
ITFISA
1166
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.77M -$39.9K -110 -2%
DAM
1167
Diamant Asset Management
Connecticut
$1.76M – – –
HG
1168
Harbor Group
New Hampshire
$1.76M -$36.3K -100 -2%
SAM
1169
Smartleaf Asset Management
Massachusetts
$1.76M +$359K +988 +26%
CPC
1170
CFC Planning Company
Indiana
$1.76M +$1.76M +4,841 New
MSFS
1171
Main Street Financial Solutions
Pennsylvania
$1.75M -$1.27M -3,488 -42%
OCBCO
1172
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.75M +$1.16M +3,192 +198%
BTD
1173
BankPlus Trust Department
Mississippi
$1.75M +$1.75M +4,813 New
WCAMG
1174
Woodard & Company Asset Management Group
North Carolina
$1.75M +$67.5K +186 +4%
CRC
1175
Curi RMB Capital
Illinois
$1.74M -$179K -493 -9%
45 46
47
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