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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 %
LAM
1401
Lakewood Asset Management
Illinois
$1.2M -$11.2K -31 -0.9%
BFO
1402
Boston Family Office
Massachusetts
$1.2M -$436K -1,201 -27%
CIM
1403
Corda Investment Management
Texas
$1.2M -$5.08K -14 -0.4%
SI
1404
Saxon Interests
Texas
$1.19M +$38.1K +105 +3%
GCP
1405
GSA Capital Partners
United Kingdom
$1.19M +$1.19M +3,288 New
NB
1406
Nicolet Bankshares
Wisconsin
$1.19M – – –
OWM
1407
Orca Wealth Management
Florida
$1.19M +$1.19M +3,280 New
APC
1408
Aspire Private Capital
North Carolina
$1.18M +$13.8K +38 +1%
AAB
1409
ABN AMRO Bank
Netherlands
$1.18M +$132K +369 +13%
TIA
1410
Tiemann Investment Advisors
California
$1.18M -$17.4K -48 -1%
FCIM
1411
Fairview Capital Investment Management
California
$1.18M -$50.1K -138 -4%
FHC
1412
First Heartland Consultants
Missouri
$1.18M -$29.4K -81 -2%
PPWP
1413
Premier Path Wealth Partners
New Jersey
$1.18M +$178K +492 +18%
CGH
1414
CMG Global Holdings
Texas
$1.18M -$1.99K -5 -0.2%
LA
1415
LexAurum Advisors
Kansas
$1.18M +$4.35K +12 +0.4%
JWA
1416
JFS Wealth Advisors
Pennsylvania
$1.18M +$1.81K +5 +0.2%
EW
1417
Evoke Wealth
California
$1.18M +$280K +771 +31%
BCA
1418
Bay Colony Advisors
Massachusetts
$1.18M -$6.89K -19 -0.6%
MBT
1419
Montecito Bank & Trust
California
$1.17M – – –
BF
1420
Brucke Financial
Indiana
$1.17M +$1.17M +3,158 New
AAM
1421
Auxier Asset Management
Oregon
$1.17M – – –
KFS
1422
Keynote Financial Services
Connecticut
$1.17M -$55.5K -153 -5%
GS
1423
GWN Securities
Florida
$1.16M +$1.16M +2,856 New
PWA
1424
Provenance Wealth Advisors
Florida
$1.16M – – –
RCM
1425
Raleigh Capital Management
North Carolina
$1.16M -$108K -299 -9%
55 56
57
58 59