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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 %
EGM
1751
Engineers Gate Manager
New York
$724K -$387K -1,067 -35%
S
1752
SimplyRich
California
$724K – – –
CWM
1753
Calamos Wealth Management
Illinois
$722K +$35.9K +99 +5%
SIC
1754
Shoker Investment Counsel
Ohio
$722K +$1.82K +5 +0.3%
RWP
1755
Ridgecrest Wealth Partners
California
$720K – – –
CC
1756
Callan Capital
California
$719K +$103K +285 +17%
BFA
1757
Beaumont Financial Advisors
Massachusetts
$718K +$87.8K +242 +14%
LC
1758
LCNB Corp
Ohio
$717K – – –
RFP
1759
Root Financial Partners
California
$716K +$121K +334 +20%
PFGIA
1760
Patriot Financial Group Insurance Agency
Massachusetts
$716K +$43.9K +121 +7%
LSIA
1761
LaSalle St. Investment Advisors
Illinois
$716K +$438K +1,208 +158%
TTWM
1762
TCV Trust & Wealth Management
Virginia
$716K +$181K +500 +34%
BOS
1763
Bank of Stockton
California
$712K +$131K +361 +23%
FIM
1764
Fernwood Investment Management
Massachusetts
$710K – – –
BFA
1765
Beacon Financial Advisory
Ohio
$710K +$7.26K +20 +1%
BWA
1766
BlueSky Wealth Advisors
North Carolina
$704K – – –
UBG
1767
United Bank (Georgia)
Georgia
$704K +$704K +1,942 New
FTUS
1768
Flow Traders U.S.
New York
$704K +$704K +1,942 New
APW
1769
Austin Private Wealth
Texas
$703K +$230K +634 +49%
B
1770
Bensler
Washington
$703K -$33.7K -93 -5%
BMCM
1771
Bryn Mawr Capital Management
Pennsylvania
$702K +$2.18K +6 +0.3%
MYIA
1772
Mount Yale Investment Advisors
Colorado
$701K +$701K +1,933 New
DWM
1773
Diversify Wealth Management
Utah
$699K +$188K +535 +37%
DFG
1774
Delta Financial Group
New Jersey
$699K +$699K +1,927 New
BWP
1775
Baldwin Wealth Partners
Massachusetts
$698K +$63.8K +176 +10%
69 70
71
72 73