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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 %
WPW
2051
Warther Private Wealth
Ohio
$483K +$3.27K +9 +0.7%
MWM
2052
MinichMacGregor Wealth Management
New York
$481K +$36.6K +101 +8%
FFA
2053
Fi3 Financial Advisors
Indiana
$481K -$8.34K -23 -2%
KIM
2054
Kestra Investment Management
Texas
$480K +$115K +318 +32%
WW
2055
Westshore Wealth
California
$480K – – –
HCM
2056
Highview Capital Management
Illinois
$479K +$109K +300 +29%
WPC
2057
Waters Parkerson & Co
Louisiana
$478K – – –
OL
2058
OneFund LLC
Florida
$477K +$15.2K +42 +3%
RFA
2059
Reyes Financial Architecture
California
$477K +$477K +1,315 New
BWM
2060
Birchcreek Wealth Management
Ohio
$477K – – –
FNC
2061
First National Corp
Massachusetts
$476K -$2.18K -6 -0.5%
PBF
2062
Petix & Botte Financial
California
$476K – – –
MWM
2063
McMill Wealth Management
Nebraska
$476K +$476K +1,311 New
NFC
2064
Northstar Financial Companies
Pennsylvania
$475K +$475K +1,310 New
AF
2065
Apollon Financial
South Carolina
$475K -$11.2K -31 -2%
CTA
2066
Chesley Taft & Associates
Illinois
$474K +$12.7K +35 +3%
GCA
2067
Gradient Capital Advisors
California
$474K -$6.53K -18 -1%
SC
2068
Schulhoff & Co
Ohio
$473K -$34.5K -95 -7%
WSCM
2069
Wellington Shields Capital Management
New York
$472K – – –
BTWM
2070
Baker Tilly Wealth Management
Wisconsin
$469K +$74.7K +206 +19%
LWL
2071
Leo Wealth LLC
Texas
$469K -$35.2K -97 -7%
LA
2072
LM Advisors
California
$467K +$467K +1,286 New
RA
2073
Rockingstone Advisors
Massachusetts
$465K +$12.3K +34 +3%
FG
2074
Foster Group
Iowa
$465K +$78.7K +217 +20%
BCA
2075
Bay Capital Advisors
Virginia
$465K +$465K +1,281 New
81 82
83
84 85