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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 %
FFA
1451
Founders Financial Alliance
North Carolina
$1.09M -$12.3K -34 -1%
BA
1452
Birinyi Associates
Connecticut
$1.09M – – –
SACTSONJ
1453
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.09M – – –
MWA
1454
Martel Wealth Advisors
Washington
$1.09M +$1.09M +3,000 New
VST
1455
Van Strum & Towne
California
$1.09M +$127K +350 +13%
SWM
1456
Shepherd Wealth Management
Ohio
$1.08M +$1.08M +2,981 New
MAM
1457
Morse Asset Management
Connecticut
$1.08M – – –
WQ
1458
Wealth Quarterback
New Jersey
$1.08M +$6.53K +18 +0.6%
RL
1459
Rogco LP
Oklahoma
$1.08M -$28.7K -79 -3%
CAI
1460
Capital Advisors Inc
Oklahoma
$1.08M +$23.6K +65 +2%
AIM
1461
Aspen Investment Management
Michigan
$1.08M -$39.9K -110 -4%
AA
1462
Ancora Advisors
Ohio
$1.07M +$6.89K +19 +0.6%
WE
1463
Wealth Effects
Massachusetts
$1.07M +$96.1K +265 +10%
CIA
1464
Compass Ion Advisors
Pennsylvania
$1.07M -$10.2K -28 -0.9%
FHB
1465
First Hawaiian Bank
Hawaii
$1.07M +$546K +1,504 +103%
SAM
1466
Sawgrass Asset Management
Florida
$1.07M – – –
HBT
1467
Heartland Bank & Trust
Illinois
$1.07M +$75.1K +207 +8%
RIA
1468
Regal Investment Advisors
Michigan
$1.07M -$68.6K -189 -6%
TPCW
1469
TD Private Client Wealth
New York
$1.07M -$18.9K -52 -2%
VEA
1470
Virtus ETF Advisers
New York
$1.07M +$154K +424 +17%
FMN
1471
Financial Management Network
California
$1.07M +$728 +2 +0.1%
RFN
1472
RDA Financial Network
Iowa
$1.07M +$57.3K +158 +6%
LSA
1473
Lion Street Advisors
Texas
$1.07M -$18.5K -51 -2%
HA
1474
Harfst & Associates
Wyoming
$1.07M – – –
HC
1475
Hara Capital
Washington
$1.06M +$531K +1,465 +100%
57 58
59
60 61