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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 %
MS
2326
Maven Securities
Jersey
$337K -$118K -325 -26%
CWM
2327
Centric Wealth Management
Illinois
$336K -$1.81K -5 -0.5%
AWM
2328
Angeles Wealth Management
California
$336K +$28.3K +78 +9%
MF
2329
Manchester Financial
California
$336K -$725 -2 -0.2%
CNC
2330
Citizens & Northern Corp
Pennsylvania
$336K – – –
ZB
2331
Zions Bancorporation
Utah
$335K +$28.3K +78 +9%
JC
2332
JB Capital
Connecticut
$335K -$30.8K -85 -8%
Cohen & Steers
2333
Cohen & Steers
New York
$334K +$60.2K +166 +22%
VCAM
2334
Van Cleef Asset Management
Ohio
$334K – – –
ORC
2335
O'Rourke & Company
Massachusetts
$334K -$50.4K -139 -13%
EFG
2336
Embree Financial Group
Illinois
$332K -$50.4K -139 -13%
CWA
2337
Canvas Wealth Advisors
Kansas
$331K +$31.2K +86 +10%
CIC
2338
Chase Investment Counsel
Virginia
$331K – – –
JJBC
2339
James J. Burns & Company
New York
$331K +$363 +1 +0.1%
LTI
2340
Laffer Tengler Investments
Tennessee
$331K -$212K -585 -39%
NAG
2341
Northstar Advisory Group
New Jersey
$331K -$4.35K -12 -1%
SRCM
2342
Signature Resources Capital Management
California
$331K -$1.09K -3 -0.3%
DA
2343
Drake & Associates
Wisconsin
$330K -$6.55K -18 -2%
PI
2344
Pettee Investors
Connecticut
$329K – – –
CW
2345
Cook Wealth
North Carolina
$329K – – –
WWC
2346
Waypoint Wealth Counsel
Georgia
$328K +$28.3K +78 +9%
AFW
2347
Avantra Family Wealth
Pennsylvania
$328K +$328K +905 New
SNBOSCI
2348
Security National Bank of Sioux City Iowa
Iowa
$328K – – –
HIA
2349
HTG Investment Advisors
Connecticut
$327K – – –
FVWA
2350
Foster Victor Wealth Advisors
South Carolina
$327K +$13.5K +35 +4%
92 93
94
95 96