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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 %
BAM
1576
BOS Asset Management
Illinois
$930K – – –
FMLI
1577
Fukoku Mutual Life Insurance
Japan
$926K +$214K +590 +30%
PWM
1578
Palumbo Wealth Management
New York
$926K -$1.09K -3 -0.1%
LCM
1579
LVM Capital Management
Michigan
$926K +$191K +527 +26%
WLIM
1580
White Lighthouse Investment Management
Massachusetts
$925K -$7.26K -20 -0.8%
CA
1581
Cortland Associates
Missouri
$924K +$726 +2 +0.1%
HCA
1582
Heck Capital Advisors
Wisconsin
$924K +$363 +1 +0%
AIC
1583
Argus Investors Counsel
New York
$923K -$218K -600 -19%
DEM
1584
Disciplined Equity Management
Florida
$921K – – –
VC
1585
Veracity Capital
Georgia
$920K +$39.5K +109 +4%
FFG
1586
Fortem Financial Group
California
$920K – – –
WWA
1587
Wealth Watch Advisors
Colorado
$918K +$918K +2,539 New
OFS
1588
Orrstown Financial Services
Pennsylvania
$913K -$120K -331 -12%
PWMG
1589
Prestige Wealth Management Group
New Jersey
$912K +$31.9K +88 +4%
PHIC
1590
Pine Haven Investment Counsel
Massachusetts
$911K -$47.2K -130 -5%
JWBC
1591
J.W. Burns & Co
New York
$909K – – –
HNB
1592
Hilltop National Bank
Wyoming
$908K -$52.2K -144 -5%
SCA
1593
Sippican Capital Advisors
Massachusetts
$907K – – –
MFS
1594
Monetta Financial Services
Illinois
$907K – – –
KA
1595
Kercheville Advisors
Texas
$907K – – –
SGC
1596
Slocum, Gordon & Co
Rhode Island
$907K +$726K +2,000 +400%
FFA
1597
First Foundation Advisors
California
$907K -$176K -485 -16%
MWPCG
1598
Measured Wealth Private Client Group
New Hampshire
$904K -$7.26K -20 -0.8%
LOIP
1599
Live Oak Investment Partners
Texas
$901K -$992K – –
SCI
1600
Stableford Capital II
Arizona
$899K -$16K -44 -2%
62 63
64
65 66