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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 %
RIG
1476
RiverFront Investment Group
Virginia
$1.06M -$113K -312 -10%
AIP
1477
Arrowpoint Investment Partners
Singapore
$1.06M +$1.06M +2,928 New
UAML
1478
US Asset Management LLC
Pennsylvania
$1.06M -$30.1K -83 -3%
IIC
1479
Ironwood Investment Counsel
Arizona
$1.06M +$16K +44 +2%
CA
1480
Claris Advisors
Missouri
$1.06M +$144K +397 +16%
NJIM
1481
Nabity-Jensen Investment Management
Nebraska
$1.06M +$21.4K +59 +2%
LW
1482
Linscomb Wealth
Texas
$1.06M +$1.06M +2,913 New
SC
1483
SouthState Corp
Florida
$1.06M – – –
PFSC
1484
Peoples Financial Services Corp
Pennsylvania
$1.05M -$3.63K -10 -0.3%
HWA
1485
Heartwood Wealth Advisors
Virginia
$1.05M – – –
WCM
1486
Washburn Capital Management
Florida
$1.05M +$49.7K +137 +5%
APG
1487
Abacus Planning Group
South Carolina
$1.05M +$10.2K +28 +1%
Financial Engines Advisors
1488
Financial Engines Advisors
California
$1.05M +$685K +1,888 +190%
SFS
1489
Stiles Financial Services
Minnesota
$1.04M +$52.2K +144 +5%
TF
1490
Tudor Financial
Ohio
$1.04M +$252K +694 +32%
CAM
1491
Covenant Asset Management
New Jersey
$1.04M -$7.62K -21 -0.7%
BIG
1492
Brooklyn Investment Group
New York
$1.04M +$31.6K +87 +3%
MFC
1493
Mechanics Financial Corp
Ohio
$1.04M -$61.7K -170 -6%
RFG
1494
RFP Financial Group
Georgia
$1.04M -$1.04M -2,857 -50%
CFA
1495
Capstone Financial Advisors
Illinois
$1.04M -$39.5K -109 -4%
CFGW
1496
Chancellor Financial Group WB
Pennsylvania
$1.04M +$1.04M +2,855 New
DA
1497
Denali Advisors
California
$1.03M -$22.1K -61 -2%
DWM
1498
Drive Wealth Management
Utah
$1.03M +$8.34K +23 +0.8%
BWP
1499
BSW Wealth Partners
Colorado
$1.03M +$295K +813 +40%
TCB
1500
Texas Capital Bancshares
Texas
$1.03M – – –
58 59
60
61 62