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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 %
QWP
1601
Quotient Wealth Partners
Texas
$897K +$132K +363 +17%
PA
1602
PSI Advisors
Florida
$897K +$49.3K +136 +6%
AL
1603
Aspiriant LLC
California
$895K -$18.9K -52 -2%
DAS
1604
Diversify Advisory Services
Utah
$893K -$153K -437 -15%
PL
1605
Plancorp LLC
Missouri
$891K +$186K +512 +26%
SAM
1606
Seelaus Asset Management
New Jersey
$890K – – –
BHPW
1607
Beverly Hills Private Wealth
California
$889K +$3.63K +10 +0.4%
OWP
1608
ORG Wealth Partners
Texas
$887K +$93.6K +258 +12%
TAM
1609
Trillium Asset Management
Massachusetts
$887K +$3.63K +10 +0.4%
EDRH
1610
Edmond de Rothschild Holding
Switzerland
$884K -$277K -763 -24%
AWA
1611
Arbor Wealth Advisors
Michigan
$884K +$36.3K +100 +4%
AAG
1612
Armstrong Advisory Group
Massachusetts
$884K – – –
CFO
1613
CVA Family Office
Colorado
$881K +$20.7K +57 +2%
EWM
1614
Evermay Wealth Management
Virginia
$881K +$263K +726 +43%
GIM
1615
Generali Investments Management
Slovenia
$880K +$880K +2,427 New
AWM
1616
Accredited Wealth Management
Kentucky
$879K +$879K +2,422 New
CWP
1617
Curated Wealth Partners
California
$877K -$137K -379 -14%
CNB
1618
Camden National Bank
Maine
$876K +$316K +870 +56%
CFA
1619
Cahill Financial Advisors
Minnesota
$876K -$54.4K -150 -6%
BF
1620
Baring Financial
Washington
$873K +$873K +2,406 New
CUAMC
1621
China Universal Asset Management Company
China
$871K +$234K +644 +37%
RIA
1622
Realta Investment Advisors
Delaware
$869K -$14.9K -41 -2%
WA1
1623
Wimmer Associates 1
California
$865K – – –
CPIG
1624
Chicago Partners Investment Group
Illinois
$863K +$99.6K +276 +13%
MBTD
1625
Mechanics Bank - Trust Department
California
$861K +$29.4K +81 +4%
63 64
65
66 67