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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 %
FSA
1301
Fort Sheridan Advisors
Illinois
$1.41M -$72.6K -200 -5%
NQWM
1302
Northwest Quadrant Wealth Management
Oregon
$1.4M +$37.7K +104 +3%
CIM
1303
CIM Investment Management
Pennsylvania
$1.39M -$2.54K -7 -0.2%
LI
1304
LRI Investments
Florida
$1.39M -$3.63K -10 -0.3%
RMDI
1305
R.M. Davis Inc
Maine
$1.39M +$86K +237 +7%
PCA
1306
Prosperity Capital Advisors
Ohio
$1.39M +$42.8K +118 +3%
ZI
1307
ZEGA Investments
Florida
$1.39M +$1.39M +3,411 New
MF
1308
Montis Financial
Massachusetts
$1.38M +$153K +421 +12%
RPC
1309
Rossmore Private Capital
Connecticut
$1.38M +$252K +695 +22%
1WA
1310
180 Wealth Advisors
Washington
$1.38M +$12.7K +35 +0.9%
BHA
1311
Beech Hill Advisors
New York
$1.38M -$163K -450 -11%
HWA
1312
HCR Wealth Advisors
California
$1.38M – – –
WEG
1313
World Equity Group
Illinois
$1.38M -$117K -322 -8%
CNFG
1314
Creegan & Nassoura Financial Group
New Hampshire
$1.37M – – –
CFG
1315
Copley Financial Group
California
$1.37M +$628K +1,732 +85%
RF
1316
Roxbury Financial
New Jersey
$1.36M +$1.36M +3,346 New
PMSA
1317
Patrick M. Sweeney & Associates
Illinois
$1.36M -$5.44K -15 -0.4%
NAS
1318
Nicolet Advisory Services
Wisconsin
$1.36M -$8.78K -25 -0.6%
AFA
1319
AA Financial Advisors
Ohio
$1.36M +$52.2K +144 +4%
SFG
1320
SNS Financial Group
Minnesota
$1.35M +$363 +1 +0%
BB
1321
Burford Brothers
Texas
$1.35M +$6.53K +18 +0.5%
SS
1322
Sunbelt Securities
Texas
$1.35M +$15.2K +42 +1%
FCFC
1323
First Citizens Financial Corp
Iowa
$1.34M -$21K -58 -2%
MTIC
1324
Missouri Trust & Investment Company
Missouri
$1.34M – – –
CCG
1325
Cypress Capital Group
Florida
$1.34M -$322K -889 -19%
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