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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 %
FDCP
2276
Foster Dykema Cabot & Partners
Massachusetts
$358K – – –
NA
2277
Nautilus Advisors
California
$358K +$358K +988 New
ECM
2278
Exchange Capital Management
Michigan
$358K – – –
PPP
2279
Private Portfolio Partners
New Jersey
$356K -$11.2K -31 -3%
Boston Partners
2280
Boston Partners
Massachusetts
$356K – – –
KLWA
2281
Kelly Lawrence W & Associates
California
$355K – – –
SRL
2282
Scientech Research LLC
New Jersey
$355K -$226K -622 -39%
PMFA
2283
Plante Moran Financial Advisors
Michigan
$354K -$363 -1 -0.1%
BCM
2284
Beddow Capital Management
Wyoming
$354K -$27.2K -75 -7%
AF
2285
Apexium Financial
Texas
$354K -$34.8K -96 -9%
NRI
2286
NFP Retirement Inc
California
$353K -$18.9K -52 -5%
HKIMG
2287
Hutchens & Kramer Investment Management Group
Indiana
$353K -$51.5K -142 -13%
GHA
2288
GW Henssler & Associates
Georgia
$353K – – –
CFS
2289
Commonwealth Financial Services
West Virginia
$353K +$3.27K +9 +0.9%
MSWM
2290
Master's Wealth Management
Pennsylvania
$352K +$352K +971 New
BWP
2291
Burling Wealth Partners
Illinois
$352K +$352K +970 New
PWM
2292
Partners Wealth Management
California
$352K +$352K +970 New
UWP
2293
Uniting Wealth Partners
Kansas
$352K +$352K +969 New
DC
2294
Diametric Capital
Massachusetts
$350K +$350K +964 New
ME
2295
McIlrath & Eck
Washington
$349K +$10.9K +30 +3%
FIB
2296
First Interstate Bank
Montana
$348K -$3.27K -9 -0.9%
JE
2297
JMAC Enterprises
Pennsylvania
$348K +$30.5K +84 +10%
DBRC
2298
D.B. Root & Company
Pennsylvania
$348K +$5.08K +14 +1%
1IA
2299
1620 Investment Advisors
Massachusetts
$347K +$6.89K +19 +2%
PVM
2300
Palogic Value Management
Texas
$347K +$5.44K +15 +2%
90 91
92
93 94