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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 %
NL
1176
NWAM LLC
Washington
$1.74M +$725 +2 +0%
DI
1177
Diligent Investors
California
$1.74M -$35.9K -99 -2%
SIA
1178
Schechter Investment Advisors
Michigan
$1.74M -$47.9K -132 -3%
CGL
1179
Clarius Group LLC
Washington
$1.73M +$104K +287 +6%
GWSG
1180
GPS Wealth Strategies Group
Colorado
$1.72M -$183K -504 -10%
WI
1181
WrapManager Inc
California
$1.71M +$76.9K +212 +5%
MC
1182
Mirabaud & Cie
Switzerland
$1.71M +$55.5K +153 +3%
DLA
1183
Douglas Lane & Associates
New York
$1.7M -$49K -135 -3%
O
1184
Ossiam
France
$1.7M +$1.56M +4,308 +1,134%
TLA
1185
Tanglewood Legacy Advisors
Texas
$1.7M – – –
CFP
1186
Catalyst Financial Partners
Massachusetts
$1.69M +$14.9K +41 +0.9%
IJWM
1187
Inman Jager Wealth Management
Mississippi
$1.69M +$1.69M +4,660 New
DCM
1188
Donaldson Capital Management
Indiana
$1.69M -$8.34K -23 -0.5%
AWE
1189
Avidian Wealth Enterprises
Texas
$1.69M +$81.3K +224 +5%
CWG
1190
Cornerstone Wealth Group
North Carolina
$1.67M +$30.8K +85 +2%
FAM
1191
Flaharty Asset Management
Florida
$1.67M -$14.5K -40 -0.9%
KCM
1192
Kerusso Capital Management
North Carolina
$1.67M +$3.63K +10 +0.2%
CP
1193
Canopy Partners
Ohio
$1.66M +$760K +2,096 +84%
WP
1194
WMS Partners
Maryland
$1.66M +$535K +1,476 +48%
FTC
1195
Farmers Trust Company
Ohio
$1.66M -$21.8K -60 -1%
CT
1196
Colonial Trust
South Carolina
$1.66M +$484K +1,334 +41%
PWG
1197
Portside Wealth Group
Utah
$1.65M +$270K +743 +19%
CSB
1198
City State Bank
Iowa
$1.65M +$223K +614 +16%
EB
1199
Emprise Bank
Kansas
$1.65M -$60.9K -168 -4%
Betterment LLC
1200
Betterment LLC
New York
$1.64M -$3.99K -11 -0.2%
46 47
48
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