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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 %
PWAC
2026
Private Wealth Advisors (California)
California
$495K -$247K -681 -33%
MSAM
2027
Moloney Securities Asset Management
Missouri
$495K +$234K +645 +90%
AL
2028
ACAS LLC
California
$494K -$10.8K -30 -2%
BFS
2029
Bard Financial Services
Connecticut
$493K – – –
VAG
2030
VisionPoint Advisory Group
Texas
$493K -$7.2K -20 -1%
MHR
2031
Matthew Hamilton Rosenberg
$493K +$63.8K +176 +15%
EFSCE
2032
Enterprise Financial Services Corp (EFSC)
Missouri
$492K +$51.5K +142 +12%
SIC
2033
SJS Investment Consulting
Ohio
$491K -$5.08K -14 -1%
BWM
2034
BankPlus Wealth Management
Mississippi
$490K +$490K +1,352 New
TSS
2035
Thomas Story & Son
Indiana
$490K – – –
EAM
2036
Evanson Asset Management
California
$490K – – –
FCT
2037
First Community Trust
Iowa
$490K – – –
MIM
2038
Morningstar Investment Management
Illinois
$489K – – –
CFC
2039
Coyle Financial Counsel
Illinois
$489K +$363 +1 +0.1%
ILI
2040
Invesco LLC (Illinois)
Illinois
$489K +$7.62K +21 +2%
HCP
2041
Hardin Capital Partners
South Carolina
$489K -$43.5K -120 -8%
SWM
2042
Sendero Wealth Management
Texas
$488K – – –
GXJ
2043
Global X Japan
Japan
$488K +$32.3K +89 +7%
CA
2044
Claro Advisors
Massachusetts
$487K -$149K -412 -23%
V
2045
VeraBank
Texas
$485K +$3.63K +10 +0.8%
AMM
2046
American Money Management
California
$484K -$21.4K -59 -4%
EFP
2047
Elser Financial Planning
Indiana
$484K +$6.89K +19 +1%
FAM
2048
Formidable Asset Management
Ohio
$483K -$1.45K -4 -0.3%
WG
2049
Winton Group
United Kingdom
$483K -$60.2K -166 -11%
BIP
2050
Blueprint Investment Partners
North Carolina
$483K +$49K +135 +11%
80 81
82
83 84