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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 %
BI
1501
Ballast Inc
Kentucky
$1.03M – – –
FNB
1502
Farmers National Bank
Kentucky
$1.03M +$1.03M +2,828 New
PWPS
1503
Pinnacle Wealth Planning Services
Ohio
$1.02M -$223K -615 -18%
OLA
1504
Oliver Luxxe Assets
New Jersey
$1.02M +$494K +1,310 +94%
GWANC
1505
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.02M +$289K +796 +39%
PF
1506
Prosperitas Financial
California
$1.02M -$363 -1 -0%
LWAM
1507
Legacy Wealth Asset Management
Minnesota
$1.02M -$50.1K -138 -5%
CAM
1508
Cypress Asset Management
Texas
$1.02M -$36.3K -95 -3%
PC
1509
Peavine Capital
Nevada
$1.02M – – –
PIMG
1510
Patriot Investment Management Group
Tennessee
$1.01M +$3.27K +9 +0.3%
LJHT
1511
Laurie J. Hall Trustee
$1.01M -$181K -500 -15%
KA
1512
KLCM Advisors
Wisconsin
$1.01M -$133K -367 -12%
CP
1513
Creekside Partners
California
$1.01M +$725 +2 +0.1%
HFM
1514
Harvest Fund Management
China
$1.01M +$404K +1,114 +67%
SN
1515
Sittner & Nelson
Oregon
$1M +$725 +2 +0.1%
Marshall Wace
1516
Marshall Wace
United Kingdom
$1M -$21.5M -59,336 -96%
TFA
1517
Toth Financial Advisory
Virginia
$1,000K -$22.9K -63 -2%
TWA
1518
Trace Wealth Advisors
California
$998K +$998K +2,750 New
CWA
1519
Clarus Wealth Advisors
Arizona
$997K -$98.2K -271 -9%
AA
1520
ABC Arbitrage
France
$997K +$997K +2,747 New
KFI
1521
Key Financial Inc
Pennsylvania
$993K -$5.8K -16 -0.6%
EP
1522
Edgestream Partners
New Jersey
$991K -$538K -1,484 -35%
JIC
1523
Joel Isaacson & Co
New York
$990K +$363 +1 +0%
TPWA
1524
TRUE Private Wealth Advisors
Oregon
$989K +$1.09K +3 +0.1%
WTA
1525
Washington Trust Advisors
Massachusetts
$989K -$16.3K -45 -2%
59 60
61
62 63