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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 %
CA
1626
Capital Advantage
California
$860K +$860K +2,371 New
PP
1627
PDS Planning
Ohio
$860K -$11.6K -32 -1%
GWM
1628
Greenwich Wealth Management
Connecticut
$858K -$17K -47 -2%
WTB
1629
Washington Trust Bank
Washington
$852K – – –
WCM
1630
Windsor Capital Management
Arizona
$851K -$39.6K -109 -4%
AC
1631
Addison Capital
Pennsylvania
$851K +$363 +1 +0%
EGA
1632
E&G Advisors
Texas
$850K -$36.3K -100 -4%
GAMC
1633
Garner Asset Management Corp
Texas
$848K +$21.4K +59 +3%
RW
1634
REDW Wealth
New Mexico
$848K +$179K +493 +27%
RCM
1635
RNC Capital Management
California
$846K -$14.5K -40 -2%
WMA
1636
West Michigan Advisors
Michigan
$845K +$116K +320 +16%
CAM
1637
Cidel Asset Management
Ontario, Canada
$845K -$51.5K -142 -6%
SFSG
1638
Sound Financial Strategies Group
Mississippi
$842K +$94.7K +261 +13%
GWM
1639
Guardian Wealth Management
Illinois
$841K -$8.34K -23 -1%
CC
1640
Constitution Capital
Connecticut
$841K +$109K +300 +15%
WF
1641
Wayfinding Financial
Washington
$840K +$840K +2,318 New
RPCONE
1642
Retirement Planning Company of New England
Rhode Island
$840K -$21.4K -59 -2%
RMCM
1643
Reynders McVeigh Capital Management
Massachusetts
$839K -$16K -44 -2%
MCA
1644
Martin Capital Advisors
Texas
$838K +$90.7K +250 +12%
HAIM
1645
Hunter Associates Investment Management
Pennsylvania
$838K – – –
T
1646
Tidemark
California
$838K +$6.17K +17 +0.7%
AIC
1647
Archer Investment Corporation
Indiana
$836K – – –
PTP
1648
Platform Technology Partners
New York
$832K – – –
AI
1649
Accredited Investors
Minnesota
$829K -$14.5K -40 -2%
ACGA
1650
Atlanta Consulting Group Advisors
Georgia
$827K -$280K -773 -25%
64 65
66
67 68