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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 %
PG
2076
Prostatis Group
Maryland
$464K +$62.7K +173 +16%
BWP
2077
BlueStem Wealth Partners
Minnesota
$463K +$463K +1,276 New
SAG
2078
SageView Advisory Group
California
$463K -$55.5K -153 -11%
KCM
2079
Kornitzer Capital Management
Kansas
$463K +$1.09K +3 +0.2%
WP
2080
WealthPLAN Partners
Nebraska
$462K +$41.7K +115 +10%
FA
2081
FSA Advisors
Michigan
$462K +$2.9K +8 +0.6%
SB
2082
Sunflower Bank
Texas
$461K +$42.1K +116 +10%
MA
2083
MCF Advisors
Kentucky
$461K +$2.18K +6 +0.5%
AI
2084
AdvisorShares Investments
Maryland
$461K -$23.6K -65 -5%
NLP
2085
Next Level Private
New York
$461K – – –
AFT
2086
Alpha Family Trust
California
$461K – – –
EFG
2087
Ethos Financial Group
Pennsylvania
$460K +$186K +509 +68%
CAWM
2088
Capital Advisors Wealth Management
Washington
$460K +$37.4K +103 +9%
TWM
2089
Tumwater Wealth Management
Idaho
$459K +$459K +1,266 New
MFG
2090
Monte Financial Group
Connecticut
$459K -$3.63K -10 -0.8%
QWM
2091
Quadcap Wealth Management
Texas
$458K -$479K -1,320 -51%
PCM
2092
Penserra Capital Management
California
$458K +$443K +1,223 +2,912%
WHCI
2093
W.H. Cornerstone Investments
Massachusetts
$458K +$458K +1,262 New
CWM
2094
Crowley Wealth Management
Delaware
$458K +$458K +1,262 New
DTC
2095
Davidson Trust Company
Washington
$458K -$21.8K -60 -5%
NB
2096
Northwest Bancshares
Pennsylvania
$457K -$18.1K -50 -4%
CAC
2097
Core Alternative Capital
Georgia
$457K +$4.72K +13 +1%
JWM
2098
Jupiter Wealth Management
Colorado
$456K – – –
GSIAS
2099
Garden State Investment Advisory Services
New Jersey
$455K +$38.5K +106 +9%
FHWM
2100
Fox Hill Wealth Management
Massachusetts
$455K -$2.11M -5,820 -82%
82 83
84
85 86