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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 %
VCM
2251
Vision Capital Management
Oregon
$370K +$18.1K +50 +5%
CAG
2252
Centerpoint Advisory Group
Kansas
$370K +$370K +1,020 New
NAMNJ
2253
NorthStar Asset Management (New Jersey)
New Jersey
$369K +$369K +1,017 New
LWA
2254
Ledgewood Wealth Advisors
New Hampshire
$369K – – –
HCM
2255
Hutchinson Capital Management
California
$369K – – –
CA
2256
Crane Advisory
California
$369K – – –
SW
2257
SkyOak Wealth
Michigan
$367K – – –
TWA
2258
Tandem Wealth Advisors
Arizona
$367K +$5.8K +16 +2%
GCM
2259
Gallacher Capital Management
Colorado
$366K +$21K +58 +6%
NAM
2260
NTV Asset Management
West Virginia
$365K – – –
MCM
2261
Manchester Capital Management
Vermont
$365K -$834K -2,300 -70%
AIFAIM
2262
American Institute for Advanced Investment Management
Arizona
$365K – – –
CFA
2263
CWS Financial Advisors
Michigan
$364K – – –
RMC
2264
Ring Mountain Capital
California
$364K +$364K +1,003 New
DCM
2265
Delta Capital Management
New Jersey
$363K – – –
MIM
2266
Merrion Investment Management
New Jersey
$363K – – –
MWA
2267
Miller Wealth Advisors
Colorado
$363K – – –
CWM
2268
Challenger Wealth Management
California
$363K +$363K +1,000 New
PAM
2269
Prodigy Asset Management
Nebraska
$363K +$363K +1,000 New
SXL
2270
Summit X LLC
Missouri
$361K -$52.8K -145 -13%
VPWA
2271
Vestia Personal Wealth Advisors
Indiana
$361K +$6.53K +18 +2%
MFP
2272
Meridian Financial Partners
Virginia
$361K – – –
4WM
2273
49 Wealth Management
Texas
$360K +$2.18K +6 +0.6%
AAS
2274
Annex Advisory Services
Wisconsin
$360K +$6.89K +19 +2%
PA
2275
Planning Alternatives
Michigan
$359K +$726 +2 +0.2%
89 90
91
92 93