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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 %
HIW
2951
Holos Integrated Wealth
Pennsylvania
$4.72K +$4.72K +13 New
WCM
2952
WealthTrak Capital Management
Virginia
$3.99K +$3.99K +11 New
WW
2953
Winnow Wealth
Texas
$3.93K +$3.93K +11 New
AS
2954
Altshuler Shaham
Israel
$3.63K -$1.63M -4,501 -100%
RI
2955
Ridgewood Investments
New Jersey
$3.63K +$3.63K +10 New
ACA
2956
American Capital Advisory
Idaho
$2.27K – – –
NS
2957
NBC Securities
Alabama
$2.24K -$2.42M -6,506 -100%
PPA
2958
Painted Porch Advisors
California
$2.18K +$2.18K +6 New
PIS
2959
POM Investment Strategies
North Carolina
$1.81K – – –
W
2960
WealthCollab
Washington
$1.45K – – –
SWM
2961
Sanctuary Wealth Management
Idaho
$1.45K – – –
IRC
2962
Investors Research Corp
Georgia
$1.09K – – –
SMAM
2963
Sugar Maple Asset Management
Wisconsin
$1.09K +$1.09K +3 New
PEAK6
2964
PEAK6
Illinois
$735 +$735 +2 New
AWM
2965
Activest Wealth Management
Florida
$726 +$726 +2 New
NWM
2966
Nova Wealth Management
Florida
$363 +$363 +1 New
MSV
2967
MN Services Vermogensbeheer
Netherlands
– -$77M -196,828 Closed
JAM
2968
Jupiter Asset Management
United Kingdom
– -$60.6M -154,930 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2969
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$35.2M -90,000 Closed
QIM
2970
Quantitative Investment Management
Virginia
– -$28.6M -73,224 Closed
ASC
2971
Atalanta Sosnoff Capital
New York
– -$22.4M -57,230 Closed
1832 Asset Management
2972
1832 Asset Management
Ontario, Canada
– -$22.2M -56,800 Closed
HF
2973
HRT Financial
New York
– -$18.2M -46,548 Closed
IMCOOI
2974
Investment Management Corp of Ontario (IMCO)
Canada
– -$16.8M -42,845 Closed
IMPI
2975
Ilmarinen Mutual Pension Insurance
Finland
– -$16.4M -42,000 Closed
117 118
119
120 121