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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 %
TCM
1426
Telos Capital Management
California
$1.15M -$72.5K -200 -6%
TAM
1427
Taurus Asset Management
New York
$1.15M – – –
SAM
1428
SignalPoint Asset Management
Missouri
$1.14M -$1.09K -3 -0.1%
AFO
1429
Arrowroot Family Office
California
$1.14M +$1.14M +3,148 New
WDL
1430
Well Done LLC
Michigan
$1.14M – – –
MFG
1431
Menard Financial Group
Texas
$1.14M +$2.9K +8 +0.3%
HNWAG
1432
High Net Worth Advisory Group
Florida
$1.14M -$277K -764 -20%
DG
1433
DMC Group
Alabama
$1.14M -$87.1K -240 -7%
LA
1434
Legacy Advisors
Pennsylvania
$1.13M – – –
RWA
1435
Rooted Wealth Advisors
Illinois
$1.13M -$30.1K -83 -3%
LWCFA
1436
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.13M -$2.37K -6 -0.2%
TIA
1437
Traphagen Investment Advisors
New Jersey
$1.13M -$45.7K -126 -4%
BMC
1438
Benin Management Corp
Connecticut
$1.12M – – –
VIG
1439
Vienna Insurance Group
Poland
$1.12M -$310K -855 -22%
AM
1440
AGF Management
Ontario, Canada
$1.12M -$334K -921 -23%
TAM
1441
Titleist Asset Management
Texas
$1.11M +$185K +511 +20%
MWA
1442
Monograph Wealth Advisors
California
$1.11M -$37K -102 -3%
BCM
1443
BluePath Capital Management
Georgia
$1.11M +$215K +592 +24%
GG
1444
Gleason Group
Kentucky
$1.11M -$25K -69 -2%
TF
1445
Trek Financial
Arizona
$1.1M +$252K +695 +30%
FCB
1446
First County Bank
Connecticut
$1.1M -$432K -1,190 -28%
GWM
1447
Gray Wealth Management
Maine
$1.1M -$20.7K -57 -2%
VWM
1448
Vermillion Wealth Management
Minnesota
$1.09M +$1.09M +3,012 New
UCI
1449
Uncommon Cents Investing
Wisconsin
$1.09M -$23.6K -65 -2%
WMP
1450
Wealth Management Partners
Arizona
$1.09M -$139K -382 -11%
56 57
58
59 60