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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 %
CFM
2351
Catalyst Funds Management
Australia
$326K -$979K -2,700 -75%
FFA
2352
Fragasso Financial Advisors
Pennsylvania
$326K +$4.72K +13 +1%
CNBOF
2353
City National Bank of Florida
Florida
$326K +$326K +899 New
PCMC
2354
Private Capital Management (Colorado)
Colorado
$326K -$16.3K -45 -5%
STA
2355
Smith Thornton Advisors
Alabama
$325K +$108K +299 +50%
LWM
2356
Liberty Wealth Management
California
$324K -$72.9K -201 -18%
AP
2357
Adero Partners
California
$324K +$38.5K +106 +13%
PIAS
2358
PCA Investment Advisory Services
Ohio
$323K – – –
CWM
2359
Chemistry Wealth Management
New York
$323K +$97.6K +269 +43%
KWA
2360
Kondo Wealth Advisors
California
$323K +$323K +891 New
HC
2361
Hamilton Capital
Ohio
$322K -$363 -1 -0.1%
MWP
2362
Madison Wealth Partners
Wisconsin
$322K – – –
SFPG
2363
Stonebridge Financial Planning Group
Florida
$322K -$9.07K -25 -3%
BWP
2364
Barlow Wealth Partners
Kentucky
$321K +$7.87K +21 +3%
VFP
2365
Verus Financial Partners
Virginia
$321K – – –
RCM
2366
Requisite Capital Management
Texas
$321K +$321K +884 New
RW
2367
Rede Wealth
Virginia
$321K +$5.81K +16 +2%
SEP
2368
Southland Equity Partners
Missouri
$320K +$6.16K +17 +2%
ONST
2369
Old North State Trust
North Carolina
$320K +$320K +883 New
EA
2370
Eclectic Associates
California
$319K – – –
CAM
2371
Concorde Asset Management
Michigan
$319K – – –
Optiver Holding
2372
Optiver Holding
Netherlands
$319K +$319K +880 New
WP
2373
WealthShield Partners
North Carolina
$318K -$87.8K -242 -22%
WA
2374
Waterford Advisors
New York
$318K – – –
CAL
2375
Capital Analysts LLC
Pennsylvania
$318K +$7.26K +20 +2%
93 94
95
96 97