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Caterpillar
CAT

Overview Fund Activity

2,965 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, 1,044 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,965
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
1,044
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 %
KIA
326
KCM Investment Advisors
California
$19.5M -$71.5K -197 -0.4%
Jones Financial Companies
327
Jones Financial Companies
Missouri
$19.4M +$5.35M +14,749 +38%
WBG
328
Wharton Business Group
Pennsylvania
$19.2M -$729K -2,010 -4%
GC
329
Guggenheim Capital
Illinois
$19M -$1.63M -4,485 -8%
WOC
330
West Oak Capital
California
$18.9M -$236K -65 -1%
BAAM
331
Baker Avenue Asset Management
California
$18.8M +$299K +824 +2%
LG
332
LaFleur & Godfrey
Michigan
$18.4M -$163K -448 -0.9%
VLKIM
333
Van Lanschot Kempen Investment Management
Netherlands
$18.4M +$18.4M +50,594 New
WT
334
Whittier Trust
California
$18.2M +$276K +762 +2%
Pacer Advisors
335
Pacer Advisors
Pennsylvania
$18.2M +$1.51M +4,167 +9%
UCFA
336
United Capital Financial Advisors
Texas
$18.1M -$827K -2,281 -4%
IAA
337
Independent Advisor Alliance
North Carolina
$18M +$433K +1,193 +2%
FNT
338
First National Trust
Pennsylvania
$17.9M +$173K +477 +1%
BHWM
339
Bar Harbor Wealth Management
New Hampshire
$17.9M -$53.3K -147 -0.3%
ETC
340
Exchange Traded Concepts
Oklahoma
$17.8M +$7.65M +21,094 +75%
P
341
&Partners
Tennessee
$17.8M +$7.9M +21,730 +80%
Federated Hermes
342
Federated Hermes
Pennsylvania
$17.4M -$25M -69,018 -59%
A
343
Allianz
Germany
$17.3M +$102K +280 +0.6%
AAS
344
Avantax Advisory Services
Texas
$17.2M +$602K +1,659 +4%
CGH
345
Crossmark Global Holdings
Texas
$16.9M -$370K -1,020 -2%
SCTC
346
Sanibel Captiva Trust Company
Florida
$16.8M +$342K +942 +2%
Tudor Investment Corp
347
Tudor Investment Corp
Connecticut
$16.7M +$2.14M +5,903 +15%
Lido Advisors
348
Lido Advisors
California
$16.6M +$267K +737 +2%
MSU
349
Mizuho Securities USA
New York
$16.6M +$5.19M +14,316 +46%
Rafferty Asset Management
350
Rafferty Asset Management
New York
$16.5M +$1.77M +4,889 +12%
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