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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 %
CI
2376
CacheTech Inc
Utah
$318K – – –
AWM
2377
Adams Wealth Management
Utah
$318K – – –
WFAG
2378
Wescott Financial Advisory Group
Pennsylvania
$317K +$17.4K +48 +6%
WCM
2379
Wedge Capital Management
North Carolina
$317K – – –
CWMGO
2380
Capstone Wealth Management Group (Oregon)
Oregon
$317K +$317K +874 New
HC
2381
Hourglass Capital
Texas
$316K – – –
LGG
2382
Luts & Greenleigh Group
Maryland
$316K -$1.09K -3 -0.3%
CCM
2383
Cullen Capital Management
New York
$315K -$11.2K -31 -3%
RFA
2384
ROI Financial Advisors
Oregon
$315K +$56.2K +155 +22%
LPAM
2385
Lodestar Private Asset Management
California
$315K -$21.8K -60 -6%
VP
2386
Verum Partners
North Carolina
$314K +$3.27K +9 +1%
RWM
2387
Revisor Wealth Management
Ohio
$313K -$124K -342 -28%
HAS
2388
Holland Advisory Services
Florida
$313K +$363 +1 +0.1%
LP
2389
LMR Partners
United Kingdom
$313K +$312K +860 +43,000%
BDF
2390
Black Diamond Financial
Maryland
$311K -$35.2K -97 -10%
CWG
2391
Crown Wealth Group
North Carolina
$310K +$5.44K +15 +2%
GW
2392
Griffith & Werner
Georgia
$310K +$310K +854 New
SBWIC
2393
Schaper Benz & Wise Investment Counsel
Wisconsin
$309K – – –
DWM
2394
Dechtman Wealth Management
Colorado
$309K +$69.7K +192 +29%
1L
2395
10Elms LLP
Oklahoma
$309K +$309K +852 New
FC
2396
Financial Council
Maryland
$308K – – –
NFA
2397
Northwest Financial Advisors
Virginia
$308K – – –
ST
2398
Sabal Trust
Florida
$308K -$18.1K -50 -6%
HL
2399
HeadInvest LLC
Maine
$307K -$18.1K -50 -6%
WFA
2400
WMG Financial Advisors
Tennessee
$306K -$1.81K -5 -0.6%
94 95
96
97 98