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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 %
SMWM
1851
Silvia McColl Wealth Management
California
$622K – – –
PWM
1852
PBMares Wealth Management
Virginia
$621K -$90.3K -249 -13%
CG
1853
Clarus Group
Texas
$621K +$363 +1 +0.1%
THCM
1854
Taylor Hoffman Capital Management
Virginia
$621K – – –
CA
1855
Cornerstone Advisory
Maryland
$620K +$14.1K +40 +2%
AIM
1856
Athena Investment Management
California
$620K -$49.7K -137 -7%
JMFC
1857
J.M. Forbes & Co
Massachusetts
$617K +$143K +394 +30%
PL
1858
Perpetual Ltd
Australia
$617K – – –
DWM
1859
Dogwood Wealth Management
Kansas
$616K +$140K +386 +29%
BCG
1860
Breakwater Capital Group
New Jersey
$616K +$1.81K +5 +0.3%
IC
1861
Iconiq Capital
California
$616K +$169K +467 +38%
CANY
1862
Caxton Associates (New York)
New York
$616K +$151K +417 +33%
OFP
1863
OFC Financial Planning
New Jersey
$615K +$615K +1,695 New
CSA
1864
Cornerstone Select Advisors
Missouri
$615K +$615K +1,694 New
RZH
1865
Relyea Zuckerberg Hanson
Connecticut
$613K +$39.2K +108 +7%
PWM
1866
Peterson Wealth Management
Nevada
$612K +$29.7K +82 +5%
TFA
1867
Trinity Financial Advisors
Ohio
$612K – – –
HFBOT
1868
Home Federal Bank of Tennessee
Tennessee
$611K – – –
FC
1869
FCA Corp
Texas
$611K – – –
WFI
1870
West Family Investments
California
$609K -$7.62K -21 -1%
EA
1871
Everpar Advisors
Oklahoma
$609K +$65.7K +181 +12%
BOJHT
1872
Bank of Jackson Hole Trust
Wyoming
$609K +$609K +1,678 New
KWM
1873
Kaydan Wealth Management
Michigan
$608K – – –
RA
1874
Rational Advisors
New York
$608K +$560K +1,545 +1,188%
SWP
1875
Summit Wealth Partners
Florida
$607K -$3.63K -10 -0.6%
73 74
75
76 77