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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 %
LBC
2301
Leigh Baldwin & Co
New York
$346K +$346K +955 New
XT
2302
XTX Topco
Cayman Islands
$346K -$5.4M -14,888 -94%
CP
2303
Clarendon Private
Massachusetts
$346K +$346K +953 New
JF
2304
JSF Financial
California
$345K +$116K +320 +51%
CVA
2305
Central Valley Advisors
California
$345K +$21.8K +60 +7%
MVA
2306
Mount Vernon Associates
Maryland
$345K – – –
HFS
2307
Heritage Financial Services
Massachusetts
$345K +$15.2K +42 +5%
FUBT
2308
First United Bank & Trust
Maryland
$345K -$12K -33 -3%
AFM
2309
Abbot Financial Management
Massachusetts
$345K – – –
DOA
2310
D'Orazio & Associates
Virginia
$344K +$37.7K +104 +12%
R
2311
Rebalance
California
$344K +$44.3K +122 +15%
KFGK
2312
Keystone Financial Group (Kentucky)
Kentucky
$343K +$363 +1 +0.1%
BBNB
2313
Baker Boyer National Bank
Washington
$343K – – –
3F
2314
360 Financial
Minnesota
$343K – – –
CF
2315
Cyr Financial
Illinois
$341K +$341K +941 New
WDG
2316
Wealth Dimensions Group
Ohio
$341K +$57.7K +159 +20%
HCA
2317
Horan Capital Advisors
Ohio
$341K – – –
HB
2318
HTLF Bank
Colorado
$341K -$91.4K -252 -21%
MCA
2319
Magnolia Capital Advisors
Mississippi
$341K +$39.6K +109 +13%
KCFA
2320
Key Client Fiduciary Advisors
New Jersey
$341K +$15.6K +43 +5%
BPW
2321
Bingham Private Wealth
California
$340K +$340K +938 New
WMN
2322
Wealth Management Nebraska
Nebraska
$340K +$340K +937 New
WI
2323
Wedgewood Investors
Pennsylvania
$338K – – –
SPWG
2324
Syntegra Private Wealth Group
Missouri
$338K +$338K +932 New
TIM
2325
Tortoise Investment Management
New York
$338K -$66K -182 -16%
91 92
93
94 95