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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 %
IP
1376
Investment Partners
Ohio
$1.24M +$1.09K +3 +0.1%
FB
1377
Fulton Bank
Pennsylvania
$1.24M +$600K +1,653 +94%
ECG
1378
Edge Capital Group
Georgia
$1.24M +$67.5K +186 +6%
SFS
1379
Security Financial Services
Indiana
$1.24M +$26.8K +74 +2%
SGK
1380
Steigerwald Gordon & Koch
Virginia
$1.24M -$43.9K -121 -3%
BST
1381
Bath Savings Trust
Maine
$1.23M +$19.2K +53 +2%
CBUSF
1382
Construction & Building Unions Superannuation Fund
Australia
$1.23M +$1.23M +3,400 New
TIM
1383
Total Investment Management
Arizona
$1.23M +$483K +1,332 +65%
ALC
1384
Alexander Labrunerie & Co
Missouri
$1.23M +$4.72K +13 +0.4%
AFG
1385
Allegheny Financial Group
Pennsylvania
$1.22M -$14.2K -39 -1%
AIP
1386
Alexis Investment Partners
Texas
$1.22M +$1.22M +3,370 New
SIM
1387
Stratos Investment Management
Ohio
$1.22M -$77.6K -214 -6%
HCM
1388
Howard Capital Management
Georgia
$1.22M +$57K +157 +5%
GC
1389
Grimes & Company
Massachusetts
$1.22M +$59.5K +164 +5%
CG
1390
Cynosure Group
Utah
$1.22M -$231K -638 -16%
VCP
1391
Verus Capital Partners
Arizona
$1.21M -$19.6K -54 -2%
MMM
1392
Mendel Money Management
Illinois
$1.21M +$136K +375 +13%
1WM
1393
1858 Wealth Management
Ohio
$1.21M +$132K +365 +12%
PCG
1394
Prosperity Consulting Group
Maryland
$1.21M +$45.3K +125 +4%
GCM
1395
GKV Capital Management
California
$1.21M +$1.21M +3,330 New
VA
1396
Valmark Advisers
Ohio
$1.21M +$20K +55 +2%
GSWM
1397
Golden State Wealth Management
California
$1.21M +$1.21M +3,326 New
GM
1398
GeoWealth Management
Illinois
$1.21M +$69.7K +192 +6%
KWMG
1399
King Wealth Management Group
Florida
$1.2M +$31.2K +86 +3%
TNBTD
1400
Trustmark National Bank Trust Department
Mississippi
$1.2M -$138K -381 -10%
54 55
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