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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 %
CWM
2001
CarsonAllaria Wealth Management
Illinois
$520K +$363 +1 +0.1%
WGC
2002
Watts Gwilliam & Co
Arizona
$520K -$13.1K -36 -2%
BCMLT
2003
Beacon Capital Management LLC (Tennessee)
Tennessee
$520K +$10.5K +29 +2%
MCI
2004
MRP Capital Investments
Georgia
$517K +$3.63K +10 +0.7%
EAM
2005
Empirical Asset Management
Massachusetts
$517K +$424K +6,251 +455%
GKWIM
2006
Gerber Kawasaki Wealth & Investment Management
California
$513K +$29.7K +82 +6%
BF
2007
Blankinship & Foster
California
$512K – – –
IA
2008
Insight Advisors
Pennsylvania
$512K +$1.82K +5 +0.4%
CPW
2009
Cove Private Wealth
New York
$511K +$511K +1,410 New
FWM
2010
Fingerlakes Wealth Management
New York
$511K +$4.35K +12 +0.9%
IF
2011
Intrua Financial
Texas
$511K -$654K -1,802 -56%
FFC
2012
First Financial Corp
Indiana
$511K – – –
KPWG
2013
KFA Private Wealth Group
Virginia
$509K +$228K +627 +81%
FPF
2014
First Pacific Financial
Washington
$509K +$286K +788 +128%
VWA
2015
VSM Wealth Advisory
Maryland
$508K +$508K +1,401 New
IIM
2016
Ironwood Investment Management
Massachusetts
$508K – – –
IAS
2017
Investment Advisory Services
Texas
$507K +$24.7K +68 +5%
GSAM
2018
Grant Street Asset Management
Pennsylvania
$506K +$54.4K +150 +12%
FCM
2019
Firestone Capital Management
Florida
$505K – – –
AW
2020
Apricus Wealth
South Carolina
$504K – – –
GBT
2021
Grove Bank & Trust
Florida
$503K -$34.8K -96 -6%
WFA
2022
WestHill Financial Advisors
California
$503K – – –
MCM
2023
Mengis Capital Management
Oregon
$503K – – –
HWAM
2024
Hennion & Walsh Asset Management
New Jersey
$500K -$206K -569 -29%
OL
2025
Optas LLC
Texas
$498K +$27.9K +77 +6%
79 80
81
82 83