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 %
RDWM
1726
Red Door Wealth Management
Tennessee
$741K +$23.2K +64 +3%
CF
1727
Copperwynd Financial
Arizona
$741K +$112K +308 +18%
GFG
1728
Goldstone Financial Group
Illinois
$741K +$167K +460 +29%
CAM
1729
Carret Asset Management
New York
$740K -$152K -420 -17%
AWM
1730
Aviso Wealth Management
Washington
$739K +$1.09K +3 +0.1%
SIM
1731
Sentry Investment Management
Wisconsin
$739K -$120K -331 -14%
DIP
1732
Davis Investment Partners
North Carolina
$738K +$230K +656 +45%
6F
1733
626 Financial
Michigan
$737K -$16.3K -45 -2%
CS
1734
Capital Square
Tennessee
$735K +$46.1K +113 +7%
CHP
1735
Cable Hill Partners
Oregon
$735K -$83.1K -229 -10%
KCM
1736
Kathmere Capital Management
Pennsylvania
$734K +$176K +486 +32%
PMWMG
1737
Parr McKnight Wealth Management Group
Minnesota
$734K +$734K +2,022 New
CIAS
1738
CFS Investment Advisory Services
New Jersey
$733K -$2.18K -6 -0.3%
HCP
1739
Hexagon Capital Partners
Arkansas
$733K -$33K -91 -4%
TF
1740
Tompkins Financial
New York
$732K – – –
FAB
1741
First American Bank
Illinois
$732K – – –
MAWCM
1742
Mine & Arao Wealth Creation & Management
California
$732K -$59.9K -165 -8%
TAM
1743
Townsend Asset Management
North Carolina
$731K -$52.6K -145 -7%
SIC
1744
Sage Investment Counsel
Tennessee
$731K +$731K +2,014 New
FFB
1745
First Financial Bankshares
Texas
$730K +$4.72K +13 +0.7%
WAG
1746
Winthrop Advisory Group
Massachusetts
$730K -$2.18K -6 -0.3%
BCM
1747
Bienville Capital Management
New York
$728K +$2.54K +7 +0.4%
BCG
1748
BayBridge Capital Group
California
$727K +$3.99K +11 +0.6%
SAF
1749
Smith Anglin Financial
Texas
$727K +$1.81K +5 +0.3%
SC
1750
Saybrook Capital
North Carolina
$726K – – –
68 69
70
71 72