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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 %
ANB
1226
Amarillo National Bank
Texas
$1.57M – – –
First Manhattan
1227
First Manhattan
New York
$1.57M +$59.5K +164 +4%
WFS
1228
Widmann Financial Services
Maryland
$1.57M -$34.5K -95 -2%
FIM
1229
Freedom Investment Management
Connecticut
$1.56M +$145K +401 +10%
XF
1230
XML Financial
Maryland
$1.56M +$111K +307 +8%
SIA
1231
Sit Investment Associates
Minnesota
$1.56M – – –
WT
1232
Washington Trust
Rhode Island
$1.56M -$1.81K -5 -0.1%
EWA
1233
EverSource Wealth Advisors
Alabama
$1.56M +$166K +458 +12%
CCA
1234
Cobblestone Capital Advisors
New York
$1.55M – – –
OIA
1235
Optimum Investment Advisors
Illinois
$1.55M -$45.3K -125 -3%
WorldQuant Millennium Advisors
1236
WorldQuant Millennium Advisors
New York
$1.55M +$254K +700 +20%
WIC
1237
Wilkins Investment Counsel
Massachusetts
$1.55M +$417K +1,150 +37%
SIA
1238
Strategic Investment Advisors
Michigan
$1.55M -$57K -157 -4%
MI
1239
Motiv8 Investments
Florida
$1.55M -$159K -437 -9%
AIA
1240
Affinity Investment Advisors
California
$1.54M -$825K -2,274 -35%
CPA
1241
Cardiff Park Advisors
California
$1.54M +$5.08K +14 +0.3%
ACG
1242
Allen Capital Group
Nebraska
$1.54M +$9.43K +26 +0.6%
WCA
1243
Westover Capital Advisors
Delaware
$1.54M – – –
MAMU
1244
Myriad Asset Management US
Florida
$1.54M +$1.54M +4,243 New
MWA
1245
Midland Wealth Advisors
Illinois
$1.54M -$2.04M -5,625 -57%
WP
1246
Wealthspan Partners
Iowa
$1.54M -$363 -1 -0%
WAM
1247
Werlinich Asset Management
Connecticut
$1.53M – – –
SCM
1248
Sterling Capital Management
North Carolina
$1.53M -$4.66M -12,835 -75%
FA
1249
Fiducient Advisors
Illinois
$1.53M +$1.53M +4,216 New
SC
1250
Solstein Capital
California
$1.53M – – –
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