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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 %
FAN
2201
Financial Advisors Network
California
$397K +$397K +1,094 New
SCP
2202
Sivia Capital Partners
California
$396K -$5.81K -16 -1%
FA
2203
Financial Advisors
Massachusetts
$395K – – –
VCM
2204
Virtue Capital Management
Tennessee
$394K -$18.1K -50 -4%
API
2205
Asset Planning Inc
California
$393K +$393K +1,085 New
BRA
2206
Bender Robert & Associates
California
$393K -$1.82K -5 -0.5%
PWM
2207
Purus Wealth Management
California
$393K +$42.8K +118 +12%
CWA
2208
Consilium Wealth Advisory
Texas
$392K +$725 +2 +0.2%
CFGSD
2209
Compass Financial Group (South Dakota)
South Dakota
$391K +$726 +2 +0.2%
RFA
2210
Register Financial Advisors
Georgia
$391K -$16.3K -45 -4%
4A
2211
4Wealth Advisors
Illinois
$391K +$391K +1,078 New
SCM
2212
Silvant Capital Management
Georgia
$390K – – –
GCA
2213
Greenwood Capital Associates
South Carolina
$390K – – –
DO
2214
denkapparat Operations
Germany
$390K +$390K +1,074 New
AT
2215
Arlington Trust
Alabama
$388K +$114K +314 +42%
WAG
2216
Wallace Advisory Group
California
$388K +$33.6K +86 +9%
MQWP
2217
Morey & Quinn Wealth Partners
Nebraska
$387K +$387K +1,067 New
LFGO
2218
Legacy Financial Group (Oklahoma)
Oklahoma
$386K -$6.53K -18 -2%
FBT
2219
First Bankers Trust
Kentucky
$386K – – –
MWA
2220
Meridian Wealth Advisors
Texas
$385K -$1.45K -4 -0.4%
CF
2221
Convergence Financial
Missouri
$384K +$86.7K +239 +29%
AGP
2222
Aspire Growth Partners
Florida
$384K +$384K +1,059 New
GF
2223
Gries Financial
Ohio
$383K -$200K -552 -34%
PWS
2224
Precision Wealth Strategies
Missouri
$383K +$33.4K +92 +10%
SP
2225
Stonebrook Private
Michigan
$382K +$18.5K +51 +5%
87 88
89
90 91