CAT icon

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 %
SAM
1526
Synergy Asset Management
Washington
$988K +$988K +2,746 New
KSB
1527
Kennebec Savings Bank
Maine
$988K -$31.9K -88 -3%
KFS
1528
Kurt F. Somerville
$985K – – –
CCA
1529
Cadent Capital Advisors
Oklahoma
$985K -$12K -33 -1%
TBC
1530
Ted Buchan & Co
California
$983K +$66.7K +184 +7%
KP
1531
Keel Point
Alabama
$983K +$34.5K +95 +4%
MJP
1532
Michael J. Puzo
$983K – – –
MIC
1533
Means Investment Company
Maine
$983K -$135K -371 -12%
PBK
1534
Peoples Bank (Kansas)
Kansas
$982K +$435K +1,200 +80%
CCG
1535
Catalina Capital Group
California
$980K +$3.99K +11 +0.4%
BA
1536
Ballast Advisors
Minnesota
$980K – – –
PF
1537
Phoenix Financial
Israel
$980K +$216K +596 +28%
WP
1538
Waycross Partners
Kentucky
$979K – – –
WMG
1539
WESCAP Management Group
California
$979K +$399K +1,100 +69%
TWM
1540
Tradition Wealth Management
Minnesota
$978K +$79.1K +218 +9%
EBWM
1541
Eagle Bluffs Wealth Management
Missouri
$977K – – –
CIC
1542
Carnegie Investment Counsel
Ohio
$975K +$4.35K +12 +0.4%
AWM
1543
Avior Wealth Management
Nebraska
$973K -$40.3K -111 -4%
RIA
1544
Richwood Investment Advisors
Ohio
$969K +$67.1K +185 +7%
CPA
1545
Capital Planning Advisors
California
$968K +$726 +2 +0.1%
HPBT
1546
Hickory Point Bank & Trust
Illinois
$963K +$963K +2,655 New
SAM
1547
Sompo Asset Management
Japan
$961K – – –
LMKC
1548
L.M. Kohn & Company
Ohio
$961K -$2.54K -7 -0.3%
FH
1549
FWG Holdings
Florida
$960K +$79.2K +219 +9%
HVIA
1550
Hudson Valley Investment Advisors
New York
$959K +$12.7K +35 +1%
60 61
62
63 64