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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 %
MAG
2401
Mayfair Advisory Group
Alabama
$306K -$10.9K -30 -3%
MEAC
2402
M.E. Allison & Co
Texas
$306K +$306K +843 New
EIG
2403
Ellenbecker Investment Group
Wisconsin
$305K +$363 +1 +0.1%
BA
2404
Brightwater Advisory
Florida
$305K +$363 +1 +0.1%
SSA
2405
South Street Advisors
New York
$305K -$218K -600 -42%
PAM
2406
PCG Asset Management
New Jersey
$305K +$305K +840 New
AC
2407
Apella Capital
Connecticut
$304K +$16.7K +46 +6%
GPWM
2408
Grant Private Wealth Management
California
$304K +$304K +837 New
TWD
2409
True Wealth Design
Ohio
$303K -$4.36K -12 -1%
JCM
2410
Jag Capital Management
Missouri
$303K +$20.7K +57 +7%
OCPWS
2411
One Charles Private Wealth Services
Massachusetts
$302K – – –
CWM
2412
ClientFirst Wealth Management
Arkansas
$300K +$300K +827 New
BWA
2413
Blodgett Wealth Advisors
California
$300K – – –
EWA
2414
Encompass Wealth Advisors
Oregon
$300K +$1.09K +3 +0.4%
BFG
2415
Bouchey Financial Group
New York
$300K +$5.44K +15 +2%
EL
2416
EWA LLC
Pennsylvania
$299K -$363 -1 -0.1%
CPW
2417
Crestmont Private Wealth
Texas
$299K -$51.1K -141 -15%
AWCI
2418
Alpine Woods Capital Investors
New York
$298K – – –
OCM
2419
Orion Capital Management
California
$297K – – –
CPWA
2420
Cerro Pacific Wealth Advisors
California
$297K +$1.96K +5 +0.7%
CBT
2421
Crews Bank & Trust
Florida
$297K +$297K +819 New
CPL
2422
CAP Partners LLC
Tennessee
$296K +$1.09K +3 +0.4%
BFA
2423
Bright Financial Advisors
Michigan
$296K – – –
CG
2424
CFO4Life Group
Texas
$295K -$1.09K -3 -0.4%
LFA
2425
Laraway Financial Advisors
Minnesota
$295K +$295K +813 New
95 96
97
98 99