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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 %
AFA
2226
Antonelli Financial Advisors
Michigan
$382K +$382K +1,053 New
NCM
2227
Northside Capital Management
Oregon
$382K +$128K +353 +50%
SFC
2228
SYM Financial Corp
Indiana
$381K +$63.5K +175 +20%
OFG
2229
Oxford Financial Group
Indiana
$381K -$224K -618 -37%
SCI
2230
Silver Coast Investments
United States
$381K -$23.2K -64 -6%
1IA
2231
1834 Investment Advisors
Wisconsin
$381K – – –
CPBTD
2232
Central Pacific Bank - Trust Division
Hawaii
$380K -$469K -1,292 -55%
FP
2233
Financial Perspectives
Minnesota
$380K – – –
CSPIA
2234
Cary Street Partners Investment Advisory
Virginia
$380K -$5.34M -14,723 -93%
KFA
2235
Kelleher Financial Advisors
New York
$380K -$60.6K -167 -14%
OFA
2236
Onyx Financial Advisors
Idaho
$380K +$1.45K +4 +0.4%
RWPA
2237
Richard W. Paul & Associates
Michigan
$380K -$13.4K -37 -3%
FPWM
2238
FSB Premier Wealth Management
Iowa
$379K -$36.3K -100 -9%
SAM
2239
Secure Asset Management
Michigan
$377K -$108K -298 -22%
CCA
2240
Childress Capital Advisors
Texas
$377K +$7.26K +20 +2%
DDC
2241
DF Dent & Co
Maryland
$376K -$2.9K -8 -0.8%
LIA
2242
LBMC Investment Advisors
Tennessee
$376K – – –
CCP
2243
Carmel Capital Partners
California
$375K +$726 +2 +0.2%
SWIM
2244
Smallwood Wealth Investment Management
New Jersey
$373K -$3.27K -9 -0.9%
NEWAS
2245
N.E.W. Advisory Services
Wisconsin
$372K -$146K -403 -28%
SWM
2246
Sugarloaf Wealth Management
Georgia
$372K +$363 +1 +0.1%
AC
2247
AlphaCore Capital
California
$371K -$726 -2 -0.2%
CTI
2248
Community Trust & Investment
Kentucky
$371K +$1.45K +4 +0.4%
AWM
2249
Accel Wealth Management
Iowa
$371K -$16.7K -46 -4%
LIA
2250
Lynx Investment Advisory
District of Columbia
$370K -$19.9K -55 -5%
88 89
90
91 92