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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 %
ESBC
1801
E.S. Barr & Co
Kentucky
$671K – – –
BAG
1802
Bridgewealth Advisory Group
California
$671K +$325K +920 +94%
SCA
1803
Stonebridge Capital Advisors
Minnesota
$666K -$100K -277 -13%
TA
1804
TFG Advisers
Michigan
$665K +$7.98K +22 +1%
FA
1805
Fermata Advisors
California
$664K +$664K +1,831 New
OL
1806
one8zero8 LLC
North Carolina
$663K +$663K +1,828 New
CMAI
1807
Capital Management Associates Inc
Minnesota
$662K +$726 +2 +0.1%
RCA
1808
Resonant Capital Advisors
Wisconsin
$662K +$23.6K +65 +4%
DMBA
1809
Deseret Mutual Benefit Administrators
Utah
$661K -$21.8K -60 -3%
AFC
1810
AFT Forsyth & Company
Florida
$658K – – –
HTIM
1811
Harbour Trust & Investment Management
Indiana
$658K -$9.43K -26 -1%
MWP
1812
Meriwether Wealth & Planning
Louisiana
$657K +$657K +1,812 New
CWM
1813
Centurion Wealth Management
Virginia
$656K – – –
CT
1814
Clearstead Trust
Maine
$656K -$116K -321 -15%
EP
1815
Essential Planning
New Hampshire
$655K +$655K +1,690 New
MA
1816
McBroom & Associates
Nevada
$655K – – –
TFG
1817
Taylor Financial Group
Virginia
$655K – – –
NBWM
1818
North Berkeley Wealth Management
California
$653K +$653K +1,800 New
SFG
1819
Sovereign Financial Group
Connecticut
$652K +$9.07K +25 +1%
CT
1820
Chicago Trust
Illinois
$650K -$141K -388 -18%
MHWM
1821
Montz Harcus Wealth Management
Louisiana
$650K -$12.3K -34 -2%
PP
1822
Pacifica Partners
Canada
$648K -$1.8K -5 -0.3%
WWM
1823
Waterway Wealth Management
Texas
$648K +$54.8K +151 +9%
BWM
1824
Benchmark Wealth Management
Connecticut
$648K +$363 +1 +0.1%
SMH
1825
Sanders Morris Harris
Texas
$648K – – –
71 72
73
74 75