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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 %
PA
1326
Probity Advisors
Texas
$1.33M -$178K -491 -12%
JSW
1327
Journey Strategic Wealth
New Jersey
$1.33M -$41.7K -115 -3%
SFA
1328
Souders Financial Advisors
Ohio
$1.33M -$86.3K -238 -6%
Loomis, Sayles & Company
1329
Loomis, Sayles & Company
Massachusetts
$1.33M -$68.6K -189 -5%
QCIG
1330
Quad-Cities Investment Group
Iowa
$1.33M +$726 +2 +0.1%
TYCC
1331
Texas Yale Capital Corp
Florida
$1.33M +$52.6K +145 +4%
GWP
1332
Gateway Wealth Partners
Wisconsin
$1.33M -$52.2K -144 -4%
FFS
1333
Founders Financial Securities
Maryland
$1.33M +$23.2K +64 +2%
MFG
1334
Magnus Financial Group
New York
$1.32M +$180K +496 +16%
CI
1335
Cherokee Insurance
Michigan
$1.32M +$1.32M +3,650 New
SWM
1336
Silverlake Wealth Management
Vermont
$1.32M -$34.8K -96 -3%
CWM
1337
Circle Wealth Management
New Jersey
$1.32M – – –
RB
1338
Rodgers Brothers
Pennsylvania
$1.32M – – –
PCG
1339
PFC Capital Group
California
$1.32M – – –
MHIC
1340
Marble Harbor Investment Counsel
Massachusetts
$1.32M -$14.5K -40 -1%
MSWM
1341
McGlone Suttner Wealth Management
Wisconsin
$1.32M -$6.89K -19 -0.5%
TCA
1342
Transcend Capital Advisors
New Jersey
$1.32M +$93.6K +258 +8%
RMP
1343
Richards, Merrill & Peterson
Washington
$1.32M +$1.32M +3,626 New
SAA
1344
Southeast Asset Advisors
Georgia
$1.31M -$192K -530 -13%
BAM
1345
Belpointe Asset Management
Nevada
$1.31M +$245K +688 +23%
RCAG
1346
Rehmann Capital Advisory Group
Michigan
$1.31M -$28.3K -78 -2%
GSEP
1347
Golden State Equity Partners
California
$1.31M +$816K +2,250 +165%
PA
1348
Promethium Advisors
Maryland
$1.31M -$9.07K -25 -0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
1349
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.31M -$25.4K -70 -2%
PAM
1350
Paradigm Asset Management
New York
$1.31M +$109K +300 +9%
52 53
54
55 56