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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 %
ODA
1901
One Degree Advisors
California
$585K – – –
MA
1902
MJP Associates
Connecticut
$584K +$224K +618 +62%
RWA
1903
Redhawk Wealth Advisors
Minnesota
$584K +$355K +978 +155%
VBFG
1904
Vishria Bird Financial Group
Tennessee
$583K – – –
MCWA
1905
Meadow Creek Wealth Advisors
Georgia
$582K +$1.81K +5 +0.3%
PWP
1906
Pursue Wealth Partners
California
$580K – – –
BOTPPF
1907
Board of the Pension Protection Fund
United Kingdom
$580K +$580K +1,600 New
PDM
1908
Penn Davis McFarland
Texas
$580K +$580K +1,600 New
WA
1909
WealthTrust Axiom
Pennsylvania
$580K -$5.44K -15 -0.9%
BB
1910
Bell Bank
North Dakota
$580K -$1.09K -3 -0.2%
AW
1911
Alteri Wealth
California
$580K +$580K +1,598 New
BEAM
1912
Baker Ellis Asset Management
Washington
$579K -$36.3K -100 -6%
PPA
1913
Pacific Point Advisors
California
$579K +$579K +1,600 New
FA
1914
Fagan Associates
New York
$579K +$14.5K +40 +3%
MSF
1915
Mustard Seed Financial
Arkansas
$578K -$107K -295 -16%
AA
1916
Alta Advisers
United Kingdom
$577K +$69.3K +191 +14%
SPC
1917
Spirepoint Private Client
Florida
$577K – – –
KA
1918
Kozak & Associates
Colorado
$577K -$32.4K -89 -5%
OCM
1919
One Capital Management
California
$576K -$40.6K -112 -7%
MGAM
1920
McGowan Group Asset Management
Texas
$576K +$81.3K +224 +16%
SCA
1921
Sandy Cove Advisors
Massachusetts
$575K +$37K +102 +7%
KBFS
1922
Kohmann Bosshard Financial Services
Ohio
$575K +$726 +2 +0.1%
AI
1923
AXS Investments
New York
$574K -$1.32M -3,625 -70%
RPGK
1924
Retirement Planning Group (Kansas)
Kansas
$573K +$126K +347 +28%
NRC
1925
New Republic Capital
North Carolina
$573K -$163K -448 -22%
75 76
77
78 79