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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 %
VWM
1201
Venturi Wealth Management
Texas
$1.64M +$225K +620 +16%
WC
1202
Westhampton Capital
North Carolina
$1.64M – – –
LC
1203
Lindbrook Capital
California
$1.64M +$38.5K +106 +2%
SCM
1204
SOL Capital Management
Maryland
$1.64M -$185K -510 -10%
ECM
1205
Evergreen Capital Management
Washington
$1.62M +$142K +391 +10%
NSB
1206
Norway Savings Bank
Maine
$1.62M -$5.08K -14 -0.3%
RWM
1207
RKL Wealth Management
Pennsylvania
$1.62M +$1.05M +2,903 +186%
CRIG
1208
Charter Research & Investment Group
Connecticut
$1.61M – – –
GPA
1209
Guerra Pan Advisors
New Jersey
$1.61M +$56.6K +156 +4%
RCI
1210
RS Crum Inc
California
$1.61M – – –
LFG
1211
Larson Financial Group
Missouri
$1.61M +$35.2K +97 +2%
JAG
1212
Journey Advisory Group
Kentucky
$1.6M – – –
UF
1213
Univest Financial
Pennsylvania
$1.6M -$49.7K -137 -3%
NFSG
1214
Newbridge Financial Services Group
Florida
$1.59M +$192K +528 +14%
AIS
1215
AM Investment Strategies
Tennessee
$1.59M – – –
BCP
1216
Blue Chip Partners
Michigan
$1.59M -$3.99K -11 -0.3%
WWM
1217
Western Wealth Management
Colorado
$1.59M -$957K -2,638 -38%
TCWM
1218
Total Clarity Wealth Management
Illinois
$1.59M +$9.8K +27 +0.6%
SFFS
1219
Stonehage Fleming Financial Services
Jersey
$1.59M – – –
OHIS
1220
Oak Harvest Investment Services
Texas
$1.58M +$41.7K +115 +3%
FHA
1221
Flagship Harbor Advisors
Massachusetts
$1.58M -$223K -616 -12%
CWS
1222
Confluence Wealth Services
Pennsylvania
$1.58M -$63.4K -156 -4%
IGGA
1223
Iron Gate Global Advisors
Utah
$1.58M +$363K +1,000 +30%
SAW
1224
Signal Advisors Wealth
Michigan
$1.57M -$64.2K -177 -4%
CC
1225
Courier Capital
New York
$1.57M -$279K -768 -15%
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