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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 %
PSP
2451
Principal Street Partners
Tennessee
$284K +$20.7K +57 +8%
PWP
2452
Phillips Wealth Planners
Mississippi
$284K -$8.78K -25 -3%
HFRG
2453
Houlihan Financial Resource Group
Virginia
$283K +$9.08K +25 +3%
SHF
2454
Safe Harbor Fiduciary
Florida
$282K – – –
BSSFA
2455
Baron Silver Stevens Financial Advisors
Florida
$280K +$280K +773 New
SHGA
2456
Sand Hill Global Advisors
California
$280K – – –
CCB
2457
Cutter & Co Brokerage
Missouri
$280K – – –
HFP
2458
Holistic Financial Partners
Indiana
$280K +$726 +2 +0.3%
UFF
2459
USA Financial Formulas
Michigan
$280K -$33K -91 -11%
HCP
2460
Holt Capital Partners
Texas
$279K – – –
LFS
2461
Leibman Financial Services
Nebraska
$279K +$9.43K +26 +3%
TC
2462
TFR Capital
Texas
$279K +$279K +768 New
BBI
2463
Baxter Bros Inc
Connecticut
$278K – – –
AF
2464
Atala Financial
California
$278K +$278K +765 New
ICM
2465
Intrepid Capital Management
Florida
$277K – – –
MLFP
2466
MPS Loria Financial Planners
Illinois
$277K +$1.09K +3 +0.4%
BOPW
2467
Brandywine Oak Private Wealth
Pennsylvania
$276K +$363 +1 +0.1%
PSFG
2468
Park Square Financial Group
Georgia
$275K +$275K +758 New
ACP
2469
Arcus Capital Partners
Georgia
$275K -$1.1K -3 -0.4%
PGWM
2470
Parisi Gray Wealth Management
New Jersey
$275K – – –
DHC
2471
Drum Hill Capital
Connecticut
$274K +$274K +755 New
MCP
2472
Mirador Capital Partners
California
$274K -$5.44K -15 -2%
GPI
2473
General Partner Inc
Pennsylvania
$273K – – –
PP
2474
Pingora Partners
Wyoming
$272K – – –
ERWM
2475
Elk River Wealth Management
Colorado
$272K – – –
97 98
99
100 101