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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 %
HIM
2151
Hanlon Investment Management
New Jersey
$425K -$33K -91 -7%
ACM
2152
AUA Capital Management
Pennsylvania
$425K – – –
SFB
2153
STAR Financial Bank
Indiana
$424K -$78K -215 -16%
ACS
2154
Archford Capital Strategies
Illinois
$424K +$2.9K +8 +0.7%
GI
2155
Gradient Investments
Minnesota
$424K -$63.1K -174 -13%
MSWM
2156
Mowery & Schoenfeld Wealth Management
Illinois
$423K +$423K +1,166 +116,600%
EWS
2157
Eagle Wealth Strategies
New Jersey
$423K – – –
CF
2158
Claris Financial
Virginia
$422K +$422K +1,162 New
MIFH
2159
Migdal Insurance & Financial Holdings
Israel
$421K – – –
GWMR
2160
GC Wealth Management RIA
Massachusetts
$421K +$14.5K +40 +4%
VCM
2161
Versant Capital Management
Arizona
$419K +$120K +331 +40%
JF
2162
Joule Financial
Kentucky
$419K -$1.09K -3 -0.3%
PIA
2163
Perennial Investment Advisors
California
$418K +$35.9K +99 +9%
ABLA
2164
Alan B. Lancz & Associates
Ohio
$417K – – –
IIA
2165
ICW Investment Advisors
Arizona
$417K +$417K +1,148 New
HBT
2166
Hills Bank & Trust
Iowa
$416K -$2.9K -8 -0.7%
FWI
2167
Facet Wealth Inc
Maryland
$416K +$26.9K +74 +7%
FSC
2168
Full Sail Capital
Oklahoma
$416K -$5.8K -16 -1%
LWM
2169
LJI Wealth Management
Indiana
$415K – – –
WAM
2170
Winslow Asset Management
Ohio
$414K – – –
BF
2171
Brogan Financial
Tennessee
$414K +$725 +2 +0.2%
CCFM
2172
Clear Creek Financial Management
Washington
$413K -$36.3K -100 -8%
ICP
2173
Interchange Capital Partners
Pennsylvania
$413K +$46.1K +127 +13%
WIM
2174
Warwick Investment Management
Texas
$412K +$726 +2 +0.2%
AAP
2175
Arax Advisory Partners
Colorado
$412K +$78.4K +216 +23%
85 86
87
88 89