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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 %
HGWM
1776
Horst & Graben Wealth Management
Oregon
$698K +$18.1K +50 +3%
TWM
1777
Thrive Wealth Management
Pennsylvania
$697K -$3.27K -9 -0.5%
Harris Associates
1778
Harris Associates
Illinois
$696K +$43.5K +120 +7%
OHWA
1779
Oak Hill Wealth Advisors
Virginia
$696K +$696K +1,919 New
EGWAG
1780
Elwood & Goetz Wealth Advisory Group
Georgia
$695K – – –
EM
1781
Excalibur Management
Massachusetts
$694K -$2.54K -7 -0.4%
GAA
1782
Guardian Asset Advisors
Pennsylvania
$692K – – –
BAM
1783
Blueshift Asset Management
New Jersey
$691K -$902K -2,486 -57%
Two Sigma Investments
1784
Two Sigma Investments
New York
$689K -$5.11M -14,093 -88%
SOW
1785
State of Wyoming
Wyoming
$689K +$499K +1,376 +263%
PWM
1786
Paulson Wealth Management
Illinois
$689K -$75.8K -209 -10%
ZIG
1787
Zullo Investment Group
Pennsylvania
$688K +$47.9K +132 +7%
WFMPM
1788
Woodley Farra Manion Portfolio Management
Indiana
$688K -$24.3K -67 -3%
AWM
1789
Aprio Wealth Management
Georgia
$687K +$307K +845 +81%
DQRIM
1790
Dale Q Rice Investment Management
Washington
$685K +$685K +1,888 New
MW
1791
MBL Wealth
North Carolina
$685K -$59.5K -164 -8%
BFC
1792
Bedel Financial Consulting
Indiana
$682K +$5.38K +15 +0.8%
SFS
1793
Summit Financial Strategies
Ohio
$681K – – –
GFP
1794
Gryphon Financial Partners
Ohio
$680K -$39.9K -110 -6%
PG
1795
Patten Group
Tennessee
$678K -$7.62K -21 -1%
SIS
1796
Sound Income Strategies
Florida
$676K +$58.4K +161 +9%
CIP
1797
Capital Insight Partners
Arizona
$673K +$673K +1,855 New
FBB
1798
Fulton Breakefield Broenniman
Maryland
$672K +$10.9K +30 +2%
FWP
1799
Firethorn Wealth Partners
Georgia
$672K +$1.81K +5 +0.3%
GA
1800
Geller Advisors
New York
$671K -$433K -1,194 -39%
70 71
72
73 74