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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 %
KFC
1551
Klingenstein Fields & Co
New York
$959K – – –
MFS
1552
Miller Financial Services
Michigan
$958K +$958K +2,642 New
UWPG
1553
Ullmann Wealth Partners Group
Florida
$958K +$235K +648 +33%
WCM
1554
Winebrenner Capital Management
Kentucky
$958K +$958K +2,640 New
CCC
1555
Compass Capital Corp
Massachusetts
$957K +$957K +2,594 New
VRM
1556
Vectors Research Management
New York
$957K -$120K -331 -11%
YIM
1557
Yoffe Investment Management
Pennsylvania
$957K +$957K +2,637 New
FCAS
1558
First Command Advisory Services
Texas
$954K -$42.8K -118 -4%
SMA
1559
Sage Mountain Advisors
Georgia
$954K +$76.5K +211 +9%
RWMG
1560
Redwood Wealth Management Group
New Jersey
$951K -$6.89K -19 -0.7%
BLC
1561
Brown, Lisle/Cummings
Rhode Island
$949K +$45.3K +125 +5%
WDC
1562
Woodward Diversified Capital
California
$948K -$602K -1,661 -39%
VWA
1563
Visionary Wealth Advisors
Illinois
$948K -$29.7K -82 -3%
HIA
1564
Harbor Investment Advisory
Maryland
$946K +$363 +1 +0%
KF
1565
KKM Financial
Illinois
$946K +$263K +726 +39%
QPWM
1566
Quadrant Private Wealth Management
Pennsylvania
$944K +$6.17K +17 +0.7%
NG
1567
Northstar Group
New York
$938K – – –
WP
1568
Westmount Partners
California
$938K +$1.45K +4 +0.2%
MW
1569
Marcum Wealth
Ohio
$937K -$23.6K -65 -2%
WAM
1570
WealthTrust Asset Management
Florida
$936K -$42.4K -117 -4%
QT
1571
Quantbot Technologies
New York
$933K +$933K +2,572 New
HWA
1572
Heritage Wealth Advisors
Virginia
$932K +$726 +2 +0.1%
HW
1573
Hancock Whitney
Mississippi
$932K -$16.3K -45 -2%
CWM
1574
Chesapeake Wealth Management
Virginia
$931K +$31.6K +87 +4%
AP
1575
Atwood & Palmer
Missouri
$930K -$281K -775 -23%
61 62
63
64 65