CAT icon

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 %
Public Sector Pension Investment Board (PSP Investments)
301
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.8M +$14.4M +39,621 +193%
BC
302
Blackhill Capital
New Jersey
$21.8M – – –
DAM
303
Delta Asset Management
Tennessee
$21.7M -$331K -912 -2%
IAN
304
Integrated Advisors Network
Texas
$21.4M +$276K +760 +1%
VPIM
305
Vanguard Personalized Indexing Management
California
$21M +$1.67M +4,597 +9%
OAM
306
Oppenheimer Asset Management
New York
$20.8M +$2.1M +5,798 +11%
Nomura Holdings
307
Nomura Holdings
Japan
$20.8M +$14.8M +40,857 +248%
EI
308
Ethic Inc
New York
$20.7M +$4.49M +12,388 +28%
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$20.6M +$204K +561 +1%
CIA
310
CCM Investment Advisers
South Carolina
$20.6M -$1.06M -2,930 -5%
TAF
311
Tredje AP-fonden
Sweden
$20.4M -$3.66M -10,090 -15%
Connor, Clark & Lunn Investment Management (CC&L)
312
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.4M +$20.4M +56,198 New
SAM
313
Silvercrest Asset Management
New York
$20.3M +$13M +35,901 +179%
RCYC
314
Richard C. Young & Co
Rhode Island
$20.2M -$376K -1,036 -2%
CAM
315
Congress Asset Management
Massachusetts
$20.2M +$132K +363 +0.7%
Kovitz Investment Group Partners
316
Kovitz Investment Group Partners
Illinois
$20.1M -$20.9M -57,539 -51%
OC
317
Oppenheimer & Co
New York
$20M -$2.2M -6,074 -10%
Lazard Asset Management
318
Lazard Asset Management
New York
$20M -$3.36M -9,256 -14%
SOADOR
319
State of Alaska Department of Revenue
Alaska
$20M -$1.62M -4,463 -7%
CA
320
Callahan Advisors
Texas
$19.9M -$162K -447 -0.8%
UB
321
UMB Bank
Missouri
$19.9M -$1.17M -3,220 -6%
MWM
322
Moran Wealth Management
Florida
$19.9M -$116K -321 -0.6%
HPG
323
Harvest Portfolios Group
Ontario, Canada
$19.8M +$2.99M +8,238 +18%
GAM
324
Generali Asset Management
Italy
$19.6M +$19.6M +53,905 New
ABC
325
Associated Banc-Corp
Wisconsin
$19.5M -$1.39M -3,845 -7%
11 12
13
14 15