CAT icon

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 %
CAM
1676
Close Asset Management
United Kingdom
$799K – – –
GIA
1677
GHP Investment Advisors
Colorado
$799K -$16.3K -45 -2%
SW
1678
Simplicity Wealth
New Jersey
$798K -$57.3K -158 -7%
HWM
1679
Horizon Wealth Management
Illinois
$797K +$1.09K +3 +0.1%
HI
1680
Hoey Investments
Pennsylvania
$796K +$468K +1,291 +143%
CWM
1681
Cahaba Wealth Management
Georgia
$793K +$1.09K +3 +0.1%
AA
1682
Addison Advisors
Vermont
$792K -$1.81K -5 -0.2%
AWM
1683
Aberdeen Wealth Management
Illinois
$792K -$18.1K -50 -2%
LA
1684
Latitude Advisors
Florida
$791K -$9.43K -26 -1%
CM
1685
Cercano Management
Washington
$791K – – –
WFAG
1686
Worth Financial Advisory Group
North Carolina
$789K -$52.6K -145 -6%
RFG
1687
Range Financial Group
Oregon
$787K +$273K +752 +53%
SWM
1688
Sterling Wealth Management
Illinois
$787K – – –
MWM
1689
Marion Wealth Management
Pennsylvania
$785K +$2.54K +7 +0.3%
EWM
1690
Executive Wealth Management
Michigan
$784K -$4.35K -12 -0.6%
MIP
1691
Marietta Investment Partners
Wisconsin
$784K -$12.7K -35 -2%
GB
1692
Goepper Burkhardt
South Carolina
$784K -$3.63K -10 -0.5%
ICA
1693
Infrastructure Capital Advisors
New York
$783K +$783K +2,159 New
MPIA
1694
Mountain Pacific Investment Advisers
Idaho
$783K – – –
DCM
1695
Dudley Capital Management
Virginia
$782K -$1.45K -4 -0.2%
LFA
1696
Legacy Financial Advisors
Kentucky
$782K +$44.3K +122 +6%
NCFG
1697
New Century Financial Group
New Jersey
$781K +$25.8K +71 +3%
PFG
1698
Prosperity Financial Group
California
$780K +$94K +259 +14%
OC
1699
Oakworth Capital
Alabama
$774K – – –
SA
1700
Sovran Advisors
California
$774K +$774K +2,083 New
66 67
68
69 70