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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 %
FFP
2426
Freedom Financial Partners
Minnesota
$295K +$295K +812 New
PHS
2427
Pekin Hardy Strauss
Illinois
$294K +$3.63K +10 +1%
PWM
2428
PMG Wealth Management
Illinois
$294K +$294K +810 New
DWM
2429
DecisionMap Wealth Management
Virginia
$293K +$293K +809 New
SRC
2430
Shufro Rose & Co
New York
$292K -$72.6K -200 -20%
AC
2431
ASB Consultores
Florida
$292K +$21K +58 +8%
CWMS
2432
Cannon Wealth Management Services
North Carolina
$291K +$7.95K +22 +3%
WCFA
2433
Walkner Condon Financial Advisors
Wisconsin
$291K -$63.1K -174 -18%
MAM
2434
McLean Asset Management
Virginia
$290K +$23.6K +65 +9%
APW
2435
Axim Planning & Wealth
Ohio
$290K -$5.8K -16 -2%
MA
2436
MBA Advisors
Pennsylvania
$290K -$256K -705 -47%
SWA
2437
Sightline Wealth Advisors
Connecticut
$289K – – –
GFG
2438
Grantvest Financial Group
New Jersey
$289K +$289K +797 New
AA
2439
Acorns Advisers
California
$289K +$72.2K +199 +33%
CCMT
2440
CMT Capital Markets Trading
Germany
$289K +$289K +798 New
PWA
2441
Peterson Wealth Advisors
Utah
$288K -$78.2K -215 -21%
KWM
2442
Keebeck Wealth Management
Illinois
$288K +$40.3K +111 +16%
RCP
2443
Rothschild Capital Partners
New York
$287K +$287K +790 New
FPB
2444
First PREMIER Bank
South Dakota
$286K – – –
TA
2445
TrueWealth Advisors
Alabama
$286K -$315K -869 -52%
BA
2446
Ballew Advisors
Mississippi
$285K -$1.45K -4 -0.5%
RMF
2447
Red Mountain Financial
Colorado
$285K -$4.35K -12 -2%
DI
2448
Disciplined Investments
Oklahoma
$285K +$2.18K +6 +0.8%
MP
2449
McDonald Partners
Ohio
$284K – – –
AT
2450
American Trust
Kentucky
$284K -$21.8K -60 -7%
96 97
98
99 100