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Caterpillar
CAT

Overview Fund Activity

2,964 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, 1,043 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,964
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
1,043
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
$1.06B
2
Northern Trust
Northern Trust
Illinois
$2.48B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$208M
4
APG Asset Management
APG Asset Management
Netherlands
$154M
5
Amundi
Amundi
France
$782M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.96M
2
Citigroup
Citigroup
New York
$254M
3
Bank of America
Bank of America
North Carolina
$1.72B
4
Capital World Investors
Capital World Investors
California
$5.95B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
226
Quantinno Capital Management
New York
$34.9M +$9.54M +26,294 +38%
ACA
227
Aptus Capital Advisors
Alabama
$34.9M +$5.64M +15,544 +19%
DZ Bank
228
DZ Bank
Germany
$34.5M +$14M +38,497 +68%
BB
229
Busey Bank
Illinois
$34.4M +$2.88M +7,947 +9%
MPMG
230
Minneapolis Portfolio Management Group
Minnesota
$34.2M -$597K -1,645 -2%
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$33.7M +$4.08M +11,250 +14%
YCM
232
Yousif Capital Management
Michigan
$33.6M -$552K -1,522 -2%
II
233
IFM Investors
Australia
$33.2M -$3.14M -8,666 -9%
SI
234
Stephens Inc
Arkansas
$33.1M -$69.7K -192 -0.2%
Credit Agricole
235
Credit Agricole
France
$32.6M +$12.9M +35,525 +65%
Wellington Management Group
236
Wellington Management Group
Massachusetts
$32.3M +$13.5M +37,282 +72%
AQR Capital Management
237
AQR Capital Management
Connecticut
$32.2M -$14.4M -39,591 -31%
Brown Advisory
238
Brown Advisory
Maryland
$31.9M +$686K +1,891 +2%
FP
239
Foundry Partners
Minnesota
$31.1M -$263K -726 -0.8%
MIF
240
Mediolanum International Funds
Ireland
$31M +$1.74M +4,813 +6%
VMPIC
241
Varma Mutual Pension Insurance Co
Finland
$30.6M -$4.79M -13,200 -14%
AAMU
242
AEGON Asset Management (UK)
United Kingdom
$30.6M -$4.75M -13,082 -13%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$30.5M +$2.27M +6,263 +8%
BPA
244
Beacon Pointe Advisors
California
$30.2M -$1.31M -3,613 -4%
Macquarie Group
245
Macquarie Group
Australia
$30.1M -$3.56M -12,040 -11%
RFC
246
Regions Financial Corp
Alabama
$29.8M -$1.89M -5,202 -6%
LCS
247
Levin Capital Strategies
New York
$29.7M -$1.69M -4,657 -5%
PGFC
248
Peapack-Gladstone Financial Corp
New Jersey
$29.5M +$294K +811 +1%
URS
249
Utah Retirement Systems
Utah
$29.4M +$54.4K +150 +0.2%
Citadel Advisors
250
Citadel Advisors
Florida
$29.3M +$21M +57,856 +253%
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