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 %
IBOK
1701
Independence Bank of Kentucky
Kentucky
$773K +$186K +512 +32%
WAL
1702
W Advisors LLC
Tennessee
$772K +$13.1K +36 +2%
BWS
1703
Buck Wealth Strategies
Colorado
$770K +$309K +852 +67%
SQA
1704
Simon Quick Advisors
New Jersey
$770K +$156K +431 +25%
CF
1705
Centaurus Financial
California
$769K -$59.8K -165 -7%
UAS
1706
United Asset Strategies
New York
$767K -$43.9K -121 -5%
HIS
1707
Harvest Investment Services
Illinois
$767K +$767K +2,114 New
CB
1708
Cadence Bank
Mississippi
$767K +$383K +1,055 +100%
YP
1709
YANKCOM Partnership
South Dakota
$767K +$767K +2,113 New
CCWM
1710
Cassaday & Co Wealth Management
Virginia
$766K +$171K +472 +29%
BFA
1711
Bill Few Associates
Pennsylvania
$763K -$130K -358 -15%
TGAM
1712
TBH Global Asset Management
Tennessee
$762K +$13.1K +36 +2%
BWM
1713
BCS Wealth Management
Tennessee
$760K +$760K +2,094 New
FPW
1714
Fairvoy Private Wealth
Alabama
$759K +$759K +2,092 New
HA
1715
Herold Advisors
New York
$755K -$185K -510 -20%
WC
1716
Woodstock Corp
Massachusetts
$755K -$72.6K -200 -9%
MCA
1717
MSH Capital Advisors
Arizona
$752K -$1.81K -5 -0.2%
TFO
1718
Tarbox Family Office
California
$752K +$1.45K +4 +0.2%
IWA
1719
Icon Wealth Advisors
Texas
$751K +$41.7K +115 +6%
GWM
1720
GSB Wealth Management
Connecticut
$750K – – –
AA
1721
AF Advisors
California
$748K – – –
MSCM
1722
McElhenny Sheffield Capital Management
Texas
$747K +$3.99K +11 +0.5%
NCM
1723
NCM Capital Management
New Jersey
$745K – – –
FCFC
1724
First Commonwealth Financial Corp
Pennsylvania
$745K -$18.5K -51 -2%
BAM
1725
Bosun Asset Management
Illinois
$744K +$49K +135 +7%
67 68
69
70 71