CAT icon

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 %
EFG
1276
Everhart Financial Group
Ohio
$1.46M +$56.6K +156 +4%
SCM
1277
Spreng Capital Management
Ohio
$1.45M -$11.2K -31 -0.8%
VFM
1278
Viking Fund Management
North Dakota
$1.45M – – –
DIM
1279
Delta Investment Management
California
$1.45M +$363 +1 +0%
IWA
1280
IVC Wealth Advisors
Pennsylvania
$1.45M -$138K -381 -9%
LCGC
1281
Legacy Capital Group California
California
$1.44M -$476K -1,312 -25%
AWM
1282
Allen Wealth Management
North Carolina
$1.44M -$268K -740 -16%
P
1283
Pitcairn
Pennsylvania
$1.44M +$5.8K +16 +0.4%
XWM
1284
Xcel Wealth Management
Florida
$1.44M +$363 +1 +0%
KJHP
1285
K.J. Harrison & Partners
Ontario, Canada
$1.44M – – –
CCM
1286
Chilton Capital Management
Texas
$1.44M -$246K -678 -15%
CV
1287
Counterweight Ventures
North Carolina
$1.44M +$12.3K +34 +0.9%
HH
1288
Hilltop Holdings
Texas
$1.44M -$6.53K -18 -0.5%
AO
1289
Advisor OS
Illinois
$1.44M +$179K +494 +14%
EHC
1290
Everett Harris & Co
California
$1.44M +$55.1K +152 +4%
BAM
1291
Berkshire Asset Management
Pennsylvania
$1.43M -$20.4K -50 -1%
MFA
1292
Mayflower Financial Advisors
Massachusetts
$1.43M -$6.53K -18 -0.5%
CFS
1293
CRA Financial Services
New Jersey
$1.43M -$119K -328 -8%
GIP
1294
Granite Investment Partners
California
$1.43M – – –
PP
1295
Patten & Patten
Tennessee
$1.42M +$36.3K +100 +3%
FCM
1296
Fire Capital Management
California
$1.42M +$1.42M +3,921 New
EWA
1297
Elevate Wealth Advisory
Georgia
$1.42M -$13.1K -36 -0.9%
IIM
1298
InTrack Investment Management
Vermont
$1.41M +$558K +1,502 +65%
BTC
1299
Bank & Trust Company
Illinois
$1.41M -$1.81K -5 -0.1%
BFG
1300
Berger Financial Group
Minnesota
$1.41M +$15.6K +43 +1%
50 51
52
53 54