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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 %
VV
2176
Verity & Verity
South Carolina
$411K +$129K +355 +46%
WCM
2177
WealthBridge Capital Management
Ohio
$411K +$363 +1 +0.1%
SPA
2178
Sherbrooke Park Advisers
New York
$410K +$410K +1,131 New
FWTB
2179
First Western Trust Bank
Colorado
$409K -$6.17K -17 -1%
ACA
2180
Anchor Capital Advisors
Massachusetts
$409K – – –
AA
2181
Alesco Advisors
New York
$409K – – –
RWM
2182
Rockline Wealth Management
New York
$409K – – –
AIM
2183
Avity Investment Management
Connecticut
$408K -$18.1K -50 -4%
FAM
2184
Fairtree Asset Management
South Africa
$408K +$408K +1,124 New
TSMHT
2185
Thurston Springer Miller Herd & Titak
Indiana
$407K +$180K +497 +79%
CP
2186
Castleview Partners
Texas
$407K +$31.7K +88 +8%
HCM
2187
Hengehold Capital Management
Ohio
$406K +$1.81K +5 +0.4%
SCM
2188
Spring Capital Management
Texas
$406K – – –
TWP
2189
Tower Wealth Partners
Pennsylvania
$406K +$7.98K +22 +2%
Fidelity International
2190
Fidelity International
Bermuda
$404K – – –
DCM
2191
Driehaus Capital Management
Illinois
$404K +$73.3K +202 +22%
SFI
2192
SPC Financial Inc
Maryland
$403K +$35.2K +97 +10%
NWWA
2193
New Wave Wealth Advisors
Arkansas
$401K -$4.35K -12 -1%
BA
2194
Bristlecone Advisors
Washington
$401K +$363 +1 +0.1%
PFW
2195
Petros Family Wealth
Minnesota
$399K +$399K +1,100 New
CFIA
2196
Cantor Fitzgerald Investment Advisors
New York
$399K -$9.43K -26 -2%
RCWM
2197
Royal Capital Wealth Management
Indiana
$399K – – –
PWP
2198
Private Wealth Partners
California
$399K +$36.3K +100 +10%
GSWM
2199
Greenup Street Wealth Management
Michigan
$399K +$1.09K +3 +0.3%
ECM
2200
Elgethun Capital Management
South Dakota
$398K +$56.2K +155 +16%
86 87
88
89 90