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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 %
MAWA
2126
Moss Adams Wealth Advisors
Washington
$438K +$38.5K +106 +10%
GP
2127
Greenline Partners
New York
$437K – – –
PWM
2128
Prentice Wealth Management
New York
$437K +$41.4K +114 +10%
BTW
2129
Boston Trust Walden
Massachusetts
$437K -$10.9K -30 -2%
CWA
2130
CJM Wealth Advisers
Virginia
$436K +$363 +1 +0.1%
MWM
2131
Mindset Wealth Management
Indiana
$436K +$30.1K +83 +7%
MJRIC
2132
Mogy Joel R Investment Counsel
California
$435K -$37.7K -104 -8%
HCM
2133
Hollencrest Capital Management
California
$435K -$1.45K -4 -0.3%
IIC
2134
Integrated Investment Consultants
Michigan
$435K -$6.16M -16,988 -93%
GHAM
2135
Gilman Hill Asset Management
Connecticut
$435K – – –
DIA
2136
Davidson Investment Advisors
Montana
$434K -$26.5K -73 -6%
VIS
2137
Vega Investment Solutions
France
$434K +$434K +1,197 New
WFC
2138
Western Financial Corp
California
$433K +$66.7K +184 +18%
BWM
2139
Baron Wealth Management
Michigan
$433K +$26.1K +72 +6%
FOA
2140
Five Oceans Advisors
California
$433K +$3.63K +10 +0.8%
SWP
2141
Strategic Wealth Partners
Ohio
$433K -$10.3K -29 -2%
TCOK
2142
Trust Company of Kansas
Kansas
$430K -$5.44K -15 -1%
AFM
2143
Armstrong Fleming & Moore
District of Columbia
$429K +$363 +1 +0.1%
RF
2144
Rossby Financial
Florida
$429K +$429K +1,183 New
LWANC
2145
Laurel Wealth Advisors (North Carolina)
North Carolina
$429K -$18.1K -50 -4%
Legacy Financial Group (Iowa)
2146
Legacy Financial Group (Iowa)
Iowa
$429K +$429K +1,182 New
SPI
2147
Sutton Place Investors
New York
$428K +$8.34K +23 +2%
MWP
2148
Meredith Wealth Planning
Illinois
$428K – – –
KAM
2149
KEB Asset Management
Illinois
$428K – – –
UAG
2150
United Advisor Group
Ohio
$427K +$82.7K +228 +24%
84 85
86
87 88