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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 %
UIM
251
USS Investment Management
United Kingdom
$28.9M -$3.49M -9,626 -11%
VDI
252
Vaughan David Investments
Illinois
$28.7M -$632K -1,742 -2%
DADC
253
D.A. Davidson & Co
Montana
$28.4M +$68.9K +190 +0.2%
CI
254
Capital International
California
$28.4M -$2.46M -6,786 -8%
ELC
255
Edgar Lomax Company
Virginia
$28.3M -$542K -1,495 -2%
SC
256
Scotia Capital
Ontario, Canada
$28M +$567K +1,563 +2%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$27.5M +$1.15M +3,162 +4%
GAM
258
Gotham Asset Management
New York
$27.2M -$485K -1,336 -2%
NAM
259
NorthCrest Asset Manangement
Minnesota
$27.2M +$274K +756 +1%
SYBT
260
Stock Yards Bank & Trust
Kentucky
$27.1M -$3.52M -9,697 -11%
WIC
261
Willis Investment Counsel
Georgia
$26.8M +$341K +939 +1%
TI
262
Tidal Investments
Wisconsin
$26.8M +$16.9M +46,690 +173%
TWC
263
TD Waterhouse Canada
Ontario, Canada
$26.3M -$453K -1,248 -2%
NPA
264
Nichols & Pratt Advisers
Massachusetts
$26.3M -$3.45M -9,497 -12%
Adage Capital Partners
265
Adage Capital Partners
Massachusetts
$26.1M +$26.1M +72,027 New
Mirae Asset Global ETFs Holdings
266
Mirae Asset Global ETFs Holdings
Hong Kong
$26.1M +$257K +708 +1%
MIM
267
Marco Investment Management
Georgia
$26M -$216K -595 -0.8%
PFSRSONJ
268
Police & Firemen's Retirement System of New Jersey
New Jersey
$25.8M +$25.8M +71,180 New
ACM
269
Advisors Capital Management
New Jersey
$25.6M +$120K +332 +0.5%
GT
270
Glenview Trust
Kentucky
$25.5M +$662K +1,825 +3%
X
271
Xponance
Pennsylvania
$25.4M +$28.3K +78 +0.1%
RPI
272
Railway Pension Investments
United Kingdom
$25.2M -$17.7M -48,700 -41%
AFP
273
Ausdal Financial Partners
Iowa
$25.1M +$82.3K +227 +0.3%
Mirae Asset Global Investments
274
Mirae Asset Global Investments
South Korea
$25M +$3.25M +8,931 +15%
Jane Street
275
Jane Street
New York
$24.9M -$61.3M -168,910 -71%
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