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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 %
OW
1951
Olistico Wealth
Oklahoma
$555K – – –
FPGK
1952
Financial Partners Group (Kansas)
Kansas
$554K +$7.98K +22 +1%
SC
1953
Sepio Capital
Utah
$553K -$17K -47 -3%
TA
1954
Tectonic Advisors
Texas
$553K -$8.35K -23 -1%
IA
1955
Integrity Alliance
Iowa
$553K +$553K +1,523 New
SEM
1956
Strategic Equity Management
Arizona
$551K +$3.99K +11 +0.7%
SWMG
1957
Sanchez Wealth Management Group
Florida
$551K -$15.6K -43 -3%
DA
1958
Doliver Advisors
Texas
$551K – – –
BWA
1959
Bordeaux Wealth Advisors
California
$550K +$3.63K +10 +0.7%
AA
1960
Armis Advisers
Georgia
$549K +$549K +1,512 New
CFCI
1961
Comprehensive Financial Consultants Institutional
Indiana
$548K – – –
TA
1962
TFB Advisors
Kansas
$547K -$14.1K -39 -3%
LSWP
1963
Liberty Square Wealth Partners
Pennsylvania
$546K +$546K +1,546 New
MCM
1964
M1 Capital Management
Michigan
$546K +$546K +1,505 New
OCM
1965
Objective Capital Management
Ohio
$545K -$120K -331 -18%
RC
1966
RBO & Co
California
$544K – – –
FI
1967
Fractal Investments
Connecticut
$544K +$290K +800 +114%
CCM
1968
Chickasaw Capital Management
Tennessee
$544K – – –
BIA
1969
Bigelow Investment Advisors
Maine
$543K -$28.7K -79 -5%
CFAM
1970
Center For Asset Management
Florida
$543K +$363 +1 +0.1%
MCB
1971
Morton Community Bank
Illinois
$542K +$235K +647 +76%
AGAM
1972
Audent Global Asset Management
California
$539K +$539K +1,486 New
CAM
1973
Costello Asset Management
Pennsylvania
$537K -$566K -1,560 -51%
AIIMS
1974
Analyst IMS Investment Management Services
Israel
$537K +$98K +270 +22%
LCM
1975
Leisure Capital Management
California
$536K – – –
77 78
79
80 81