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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 %
SS
1351
SBI Securities
Japan
$1.3M +$1.3M +3,595 New
GC
1352
Gilbert & Cook
Iowa
$1.3M +$6.53K +18 +0.5%
TNB
1353
Thomasville National Bank
Georgia
$1.3M -$1.09K -3 -0.1%
CSI
1354
Clark & Stuart Inc
Maine
$1.3M +$1.3M +3,584 New
LOPW
1355
Live Oak Private Wealth
North Carolina
$1.29M -$27.6K -76 -2%
APA
1356
Astoria Portfolio Advisors
New York
$1.29M +$149K +402 +13%
AC
1357
Avestar Capital
New York
$1.29M +$122K +337 +10%
BRM
1358
Boston Research & Management
Massachusetts
$1.28M – – –
SB
1359
Strategic Blueprint
Georgia
$1.28M -$3.99K -11 -0.3%
PWP
1360
Perfromance Wealth Partners
Illinois
$1.28M -$7.62K -21 -0.6%
SHFA
1361
SS&H Financial Advisors
Michigan
$1.28M – – –
AG
1362
AmeriFlex Group
Nevada
$1.28M +$1.28M +3,443 New
PFA
1363
Pathway Financial Advisors
Vermont
$1.28M – – –
HIP
1364
HUB Investment Partners
Texas
$1.27M +$60.6K +167 +5%
1WM
1365
1900 Wealth Management
Texas
$1.27M +$726 +2 +0.1%
CI Investments Inc
1366
CI Investments Inc
Ontario, Canada
$1.27M +$551K +1,519 +77%
SAM
1367
Sequent Asset Management
Texas
$1.27M – – –
JWCA
1368
J.W. Coons Advisors
Ohio
$1.26M -$36.3K -100 -3%
QPBE
1369
Quintet Private Bank (Europe)
Luxembourg
$1.26M -$26.1K -72 -2%
VCWA
1370
Vanguard Capital Wealth Advisors
Colorado
$1.26M +$1.45K +4 +0.1%
HBW
1371
Hazlett, Burt & Watson
West Virginia
$1.26M +$109K +300 +9%
SC
1372
Savoie Capital
Illinois
$1.26M – – –
KLCM
1373
KG&L Capital Management
Louisiana
$1.25M -$36.4K -101 -3%
LWA
1374
Lantern Wealth Advisors
New York
$1.24M +$7.62K +21 +0.6%
NL
1375
NVWM LLC
Pennsylvania
$1.24M +$247K +682 +25%
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