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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 %
BHBT
1251
Burke & Herbert Bank & Trust
Virginia
$1.52M +$3.99K +11 +0.3%
AAM
1252
Aureus Asset Management
Massachusetts
$1.52M – – –
AWA
1253
Acorn Wealth Advisors
Michigan
$1.51M +$3.63K +10 +0.2%
TFA
1254
Transamerica Financial Advisors
Florida
$1.51M -$88.5K -244 -6%
BP
1255
BBR Partners
New York
$1.51M +$10.9K +30 +0.7%
WA
1256
Wealth Architects
California
$1.5M +$228K +628 +18%
BAM
1257
Byrne Asset Management
New Jersey
$1.5M -$12.3K -34 -0.8%
WAAG
1258
Wealth Alliance Advisory Group
Kansas
$1.5M -$35.9K -99 -2%
LF
1259
Lantz Financial
Illinois
$1.49M -$33.7K -93 -2%
BHIA
1260
Birch Hill Investment Advisors
Massachusetts
$1.49M +$27.2K +75 +2%
MCM
1261
Mainstay Capital Management
Michigan
$1.49M +$68.6K +189 +5%
RGF
1262
Retirement Guys Formula
Ohio
$1.49M +$18.1K +50 +1%
ST
1263
Smithfield Trust
Pennsylvania
$1.49M – – –
HR
1264
Hardy Reed
Mississippi
$1.48M – – –
TBA
1265
Tower Bridge Advisors
Pennsylvania
$1.48M +$13.8K +38 +0.9%
KFP
1266
KMG Fiduciary Partners
Ohio
$1.48M -$2.29M -6,322 -61%
CIC
1267
Cornercap Investment Counsel
Georgia
$1.48M -$138K -381 -9%
CWM
1268
Cornerstone Wealth Management
Missouri
$1.48M +$64.9K +179 +5%
FCBT
1269
First Citizens Bank & Trust
North Carolina
$1.47M -$104K -288 -7%
CIC
1270
Crawford Investment Counsel
Georgia
$1.47M -$193K -531 -12%
SAI
1271
Savvy Advisors Inc
New York
$1.47M -$23.2K -64 -2%
EFA
1272
Evernest Financial Advisors
Indiana
$1.46M +$111K +305 +8%
ZIC
1273
ZWJ Investment Counsel
Georgia
$1.46M +$2.54K +7 +0.2%
CA
1274
CoreCap Advisors
Michigan
$1.46M -$134K -369 -8%
SNB
1275
Security National Bank
Nebraska
$1.46M +$11.2K +31 +0.8%
49 50
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