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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 %
JCM
1926
J2 Capital Management
Michigan
$572K +$572K +1,577 New
ABTD
1927
Arvest Bank Trust Division
Oklahoma
$571K +$5.08K +14 +0.9%
BFM
1928
Boston Financial Management
Massachusetts
$571K +$1.09K +3 +0.2%
VPP
1929
Vertex Planning Partners
Illinois
$571K +$5.8K +16 +1%
CFMC
1930
Curbstone Financial Management Corp
New Hampshire
$570K – – –
BCMO
1931
Buckingham Capital Management (Ohio)
Ohio
$570K +$726 +2 +0.1%
RPWA
1932
Regent Peak Wealth Advisors
Georgia
$570K +$6.17K +17 +1%
PWW
1933
Pettyjohn Wood & White
Virginia
$568K +$181K +500 +47%
SIA
1934
SeaBridge Investment Advisors
New Jersey
$568K +$238K +655 +72%
CCM
1935
Canal Capital Management
Virginia
$566K +$1.09K +3 +0.2%
IP
1936
Isthmus Partners
Wisconsin
$565K +$163K +450 +41%
DS
1937
DRW Securities
Illinois
$564K -$1.43M -3,945 -72%
QFA
1938
Quantum Financial Advisors
California
$562K – – –
LAMC
1939
Longview Asset Management (California)
California
$560K +$560K +1,545 New
CBB
1940
Citizens Business Bank
California
$560K -$977K -989 -64%
SA
1941
SAM Advisors
California
$559K – – –
HIM
1942
Hillsdale Investment Management
Ontario, Canada
$558K -$1.14M -3,140 -67%
TW
1943
TrinityPoint Wealth
Connecticut
$558K +$15.2K +42 +3%
DnB Asset Management
1944
DnB Asset Management
Norway
$557K +$106K +293 +24%
FBC
1945
Fairfield, Bush & Co
Connecticut
$556K -$39.5K -109 -7%
MAG
1946
MRA Advisory Group
New Jersey
$556K +$11.2K +31 +2%
SFG
1947
Stonebridge Financial Group
Pennsylvania
$556K +$556K +1,533 New
ACA
1948
Affinity Capital Advisors
California
$556K +$1.09K +3 +0.2%
BIC
1949
Beach Investment Counsel
Pennsylvania
$556K -$8.16M -22,486 -94%
KFS
1950
Kaizen Financial Strategies
California
$555K +$1.09K +3 +0.2%
76 77
78
79 80