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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 %
ARG
1876
Advisory Resource Group
Oklahoma
$607K – – –
RIP
1877
Reliant Investment Partners
North Carolina
$606K +$606K +1,670 New
CLP
1878
Charis Legacy Partners
Texas
$606K +$606K +1,670 New
YIA
1879
YHB Investment Advisors
Connecticut
$604K -$18.1K -50 -3%
JWM
1880
Jeppson Wealth Management
California
$603K +$363 +1 +0.1%
SSW
1881
Smith Shellnut Wilson
Mississippi
$603K +$40.3K +111 +7%
SPF
1882
South Plains Financial
Texas
$602K +$602K +1,660 New
OPPS
1883
Obsidian Personal Planning Solutions
Maryland
$602K +$26.7K +72 +5%
DI
1884
Disciplined Investors
Texas
$602K +$602K +1,660 New
USB
1885
Union Savings Bank
Connecticut
$601K -$17.8K -49 -3%
RCA
1886
Ranch Capital Advisors
Florida
$601K +$726 +2 +0.1%
GAM
1887
Gould Asset Management
California
$600K +$59.9K +165 +11%
ICP
1888
Impact Capital Partners
Colorado
$600K +$600K +1,654 New
CCG
1889
Coastwise Capital Group
California
$598K -$36.3K -100 -6%
TCG
1890
Transcendent Capital Group
Oklahoma
$598K +$118K +324 +24%
AP
1891
Appleton Partners
Massachusetts
$596K +$363 +1 +0.1%
UBV
1892
United Bank (Virginia)
Virginia
$595K -$18.1K -50 -3%
AG
1893
Ascent Group
Virginia
$595K +$182K +501 +44%
ACM
1894
Arcataur Capital Management
Wisconsin
$594K -$3.63K -10 -0.6%
CHA
1895
Cooper/Haims Advisors
New York
$593K – – –
SEIA
1896
Signature Estate & Investment Advisors
California
$593K -$131K -362 -18%
VHAM
1897
Van Hulzen Asset Management
California
$593K +$21K +58 +4%
WA
1898
Wealth Alliance
New York
$592K +$78K +215 +15%
SIA
1899
Soltis Investment Advisors
Utah
$591K +$82.7K +228 +16%
SFO
1900
Stokes Family Office
Louisiana
$587K -$35.2K -97 -6%
74 75
76
77 78