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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 %
SL
1651
Sentinus LLC
Illinois
$827K -$229K -631 -22%
FG
1652
Fiduciary Group
Georgia
$826K +$29.7K +82 +4%
OAM
1653
Oxford Asset Management
United Kingdom
$826K +$826K +2,277 New
SW
1654
SMART Wealth
Nebraska
$825K +$311K +856 +60%
CHJWM
1655
Carlton Hofferkamp & Jenks Wealth Management
Texas
$825K -$36.6K -102 -4%
AMBIA
1656
Allen Mooney & Barnes Investment Advisors
Georgia
$823K -$114K -313 -12%
LA
1657
LVW Advisors
New York
$822K -$127K -349 -13%
TSWM
1658
Tyler-Stone Wealth Management
Ohio
$821K +$21K +58 +3%
NSAM
1659
North Star Asset Management
Wisconsin
$820K +$372K +1,025 +83%
AHC
1660
Adell Harriman & Carpenter
Texas
$818K +$9.8K +27 +1%
CCAM
1661
Cascades Capital Asset Management
North Carolina
$816K +$2.54K +7 +0.3%
CWM
1662
Cranbrook Wealth Management
Michigan
$815K +$27.2K +75 +3%
CPSAC
1663
Chas P. Smith & Associates (CPS)
Florida
$813K – – –
DE
1664
Diversified Enterprises
Delaware
$809K +$18.1K +50 +2%
HA
1665
Hamel Associates
New Jersey
$808K -$90.6K -250 -10%
SSA
1666
Schonfeld Strategic Advisors
New York
$806K +$369K +1,018 +85%
SGI
1667
Summit Global Investments
Utah
$805K +$137K +377 +20%
PCP
1668
Proficio Capital Partners
Massachusetts
$805K +$223K +614 +38%
OP
1669
ORG Partners
Indiana
$803K -$3.27K -9 -0.4%
GAM
1670
Grandview Asset Management
Pennsylvania
$803K +$803K +2,213 New
AIM
1671
Acropolis Investment Management
Missouri
$802K – – –
MGWM
1672
Marks Group Wealth Management
Minnesota
$802K +$58.4K +161 +8%
NCM
1673
Novare Capital Management
North Carolina
$802K – – –
SWA
1674
Sax Wealth Advisors
New Jersey
$800K -$98.7K -272 -11%
IB
1675
Intrust Bank
Kansas
$800K -$12.3K -34 -2%
65 66
67
68 69