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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 %
CH
1976
Cromwell Holdings
Wyoming
$535K – – –
ICM
1977
IMS Capital Management
Oregon
$535K – – –
RWB
1978
RMR Wealth Builders
New Jersey
$535K +$21.8K +60 +4%
QC
1979
Quent Capital
New York
$535K -$25K -69 -4%
FFO
1980
Fortitude Family Office
Arizona
$535K +$18.5K +51 +4%
APW
1981
Acima Private Wealth
Virginia
$534K – – –
GWAG
1982
Garrett Wealth Advisory Group
Texas
$533K +$107K +295 +25%
LC
1983
Landaas & Company
Wisconsin
$533K +$62.4K +172 +13%
RSVP
1984
Ramsay Stattman Vela & Price
Colorado
$533K -$54.8K -151 -9%
CW
1985
Channel Wealth
California
$533K +$9.8K +27 +2%
WPA
1986
West Paces Advisors
Georgia
$532K -$63.5K -175 -11%
FFG
1987
Frisch Financial Group
New York
$532K -$24.7K -68 -4%
SPL
1988
Smart Portfolios LLC
Washington
$532K -$5.44K -15 -1%
ACM
1989
Andina Capital Management
Utah
$532K -$8.34K -23 -2%
PCI
1990
Planning Center Inc
Illinois
$531K -$18.1K -50 -3%
SWA
1991
SFMG Wealth Advisors
Texas
$530K +$1.09K +3 +0.2%
CCM
1992
CAAS Capital Management
New York
$530K +$530K +1,460 New
KWS
1993
Keystone Wealth Services
California
$526K -$38.8K -107 -7%
NFG
1994
Nadler Financial Group
Illinois
$525K – – –
CA
1995
Continuum Advisory
Idaho
$523K +$102K +281 +24%
LCM
1996
Lazari Capital Management
California
$523K +$13.1K +36 +3%
WDA
1997
Wendell David Associates
New Hampshire
$523K – – –
SWM
1998
Seed Wealth Management
Illinois
$522K – – –
WMA
1999
Wealth Management Associates
New Jersey
$521K +$363 +1 +0.1%
RA
2000
Rise Advisors
New York
$521K -$19.2K -53 -4%
78 79
80
81 82