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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
+$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 %
JSSH
276
J. Safra Sarasin Holding
$24.8M -$1.47M -4,063 -6%
PAG
277
Private Advisor Group
New Jersey
$24.6M -$67.1K -185 -0.3%
BPWM
278
Badgley Phelps Wealth Managers
Washington
$24.4M +$181K +500 +0.7%
GIM
279
Grassi Investment Management
California
$24.3M -$72.6K -200 -0.3%
ATN
280
AMF Tjänstepension
Sweden
$24.3M -$3.58M -9,871 -13%
AAF
281
Andra AP-fonden
Sweden
$24.2M +$7.84M +21,600 +48%
AF
282
Allworth Financial
California
$24.2M +$14.4M +36,134 +146%
GT
283
Glenmede Trust
Pennsylvania
$24M -$21.2M -58,325 -47%
RWP
284
RWA Wealth Partners
Massachusetts
$24M +$13.3M +36,789 +125%
Pathstone Holdings
285
Pathstone Holdings
New Jersey
$23.6M -$378K -1,041 -2%
Public Employees Retirement Association of Colorado
286
Public Employees Retirement Association of Colorado
Colorado
$23.6M -$1.42M -3,912 -6%
NYLIM
287
New York Life Investment Management
New York
$23.6M +$83.4K +230 +0.4%
FT
288
Fiduciary Trust
Massachusetts
$23.3M +$563K +1,552 +2%
FMI
289
Factory Mutual Insurance
Massachusetts
$23.3M – – –
USAA
290
United Services Automobile Association
Texas
$23.2M -$145K -399 -0.6%
MOACM
291
Mutual of America Capital Management
New York
$23M -$839K -2,313 -4%
CIC
292
Cutler Investment Counsel
Oregon
$23M -$409K -1,127 -2%
WCMN
293
Westchester Capital Management (Nebraska)
Nebraska
$22.8M -$712K -1,962 -3%
Janus Henderson Group
294
Janus Henderson Group
United Kingdom
$22.8M -$374K -1,030 -2%
Wealthfront Advisers
295
Wealthfront Advisers
California
$22.2M +$1.36M +3,762 +7%
SC
296
Savant Capital
Illinois
$22.2M +$2.32M +6,396 +12%
NAM
297
Nissay Asset Management
Japan
$22.2M -$400K -1,095 -2%
CWM
298
Congress Wealth Management
Massachusetts
$22M +$601K +1,658 +3%
Fayez Sarofim & Co
299
Fayez Sarofim & Co
Texas
$21.9M +$1.7M +4,697 +8%
FNBT
300
FineMark National Bank & Trust
Florida
$21.9M -$722K -1,989 -3%
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