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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 %
TW
2101
Traveka Wealth
California
$454K +$26.5K +73 +6%
LFASL
2102
Lugano Financial Advisors SA (LFA)
Switzerland
$453K – – –
MFA
2103
Millington Financial Advisors
Illinois
$453K +$1.45K +4 +0.3%
TVAMP
2104
Tennessee Valley Asset Management Partners
Tennessee
$452K -$74K -204 -14%
IA
2105
Intellus Advisors
Florida
$452K +$452K +1,246 New
BWP
2106
Balboa Wealth Partners
Arizona
$452K +$98.3K +271 +28%
BBA
2107
Braun-Bostich & Associates
Pennsylvania
$451K +$2.9K +8 +0.6%
OSNBOA
2108
Old Second National Bank of Aurora
Illinois
$450K +$726 +2 +0.2%
PJWM
2109
Philip James Wealth Mangement
Georgia
$450K +$3.26K +9 +0.7%
CCA
2110
Carrera Capital Advisors
Michigan
$449K +$10.9K +30 +2%
MCM
2111
Monarch Capital Management
Indiana
$449K -$29K -80 -6%
CBT
2112
CoreFirst Bank & Trust
Kansas
$448K – – –
CWM
2113
Cordatus Wealth Management
Pennsylvania
$448K – – –
BFG
2114
Beacon Financial Group
Texas
$447K -$40.6K -112 -8%
PFG
2115
Pinnacle Financial Group
Illinois
$447K +$363 +1 +0.1%
SAM
2116
S.A. Mason
Michigan
$447K +$16.3K +45 +4%
TBNY
2117
Trustco Bank (New York)
New York
$447K – – –
GLLW
2118
Graves Light Lenhart Wealth
Virginia
$446K +$363 +1 +0.1%
BSB
2119
Bangor Savings Bank
Maine
$445K +$20.7K +57 +5%
IAP
2120
Indie Asset Partners
Indiana
$444K +$726 +2 +0.2%
CPC
2121
Congress Park Capital
New York
$443K -$90.7K -250 -17%
RCG
2122
Regatta Capital Group
California
$442K -$14.9K -41 -3%
OPTFSNA
2123
Old Point Trust & Financial Services N A
Virginia
$441K – – –
TWM
2124
TCFG Wealth Management
California
$440K -$9.07K -25 -2%
PWM
2125
Pines Wealth Management
North Carolina
$439K +$439K +1,251 New
83 84
85
86 87