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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 %
LA
1826
Lakeside Advisors
Washington
$647K +$363 +1 +0.1%
WKWM
1827
Walter & Keenan Wealth Management
Indiana
$647K -$6.89K -19 -1%
OA
1828
Operose Advisors
Wisconsin
$646K -$46.1K -127 -7%
LF
1829
LifeSteps Financial
California
$645K – – –
OWA
1830
Opal Wealth Advisors
New York
$643K +$41.7K +115 +7%
OWM
1831
OneAscent Wealth Management
Alabama
$642K -$47.2K -130 -7%
FFG
1832
Fiduciary Financial Group
California
$642K -$10.2K -29 -2%
JWM
1833
Jacksonville Wealth Management
Florida
$642K +$642K +1,769 New
GS
1834
GTS Securities
New York
$640K -$10.2K -28 -2%
MWS
1835
MFA Wealth Services
California
$639K +$639K +1,761 New
MP
1836
Moment Partners
California
$638K +$638K +1,760 New
COCM
1837
Charter Oak Capital Management
New Hampshire
$635K +$1.09K +3 +0.2%
SIAP
1838
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$634K +$363 +1 +0.1%
MME
1839
Meag Munich Ergo
Germany
$634K – – –
FA
1840
Fiduciary Alliance
South Carolina
$633K +$202K +558 +47%
AWP
1841
Abacus Wealth Partners
California
$633K – – –
NG
1842
Novem Group
New York
$630K +$630K +1,737 New
LI
1843
Lafayette Investments
Maryland
$630K +$104K +286 +20%
FC
1844
Forte Capital
New York
$629K -$3.63K -10 -0.6%
A
1845
AlphaQuest
New York
$629K +$417K +1,149 +197%
ML
1846
McAdam LLC
Pennsylvania
$628K +$318K +876 +102%
LWM
1847
Lakeridge Wealth Management
Ohio
$626K +$1.45K +4 +0.2%
RMAM
1848
Raab & Moskowitz Asset Management
New Jersey
$624K -$3.63K -10 -0.6%
BW
1849
Bison Wealth
Georgia
$624K -$304K -839 -33%
CCM
1850
Check Capital Management
California
$623K – – –
72 73
74
75 76