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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 %
KPWS
351
Kestra Private Wealth Services
Texas
$16.4M +$4.63M +12,756 +39%
DC
352
Davenport & Co
Virginia
$16.3M +$881K +2,430 +6%
AAIM
353
American Assets Investment Management
California
$16.3M – – –
BCM
354
Birmingham Capital Management
Alabama
$16M -$1.04M -2,870 -6%
NB
355
NBT Bank
New York
$15.9M -$346K -955 -2%
II
356
Inspire Investing
Idaho
$15.7M -$395K -1,088 -2%
EMPI
357
Elo Mutual Pension Insurance
Finland
$15.5M -$1.4M -3,855 -8%
CTC
358
Central Trust Company
Missouri
$15.4M +$134K +370 +0.9%
SIC
359
Salem Investment Counselors
North Carolina
$15.3M +$31.2K +86 +0.2%
AM
360
Atwater Malick
Pennsylvania
$15.3M -$259K -715 -2%
CHAM
361
Clear Harbor Asset Management
Connecticut
$15.3M +$112K +310 +0.7%
Dodge & Cox
362
Dodge & Cox
California
$15.2M -$109K -300 -0.7%
AIA
363
Allied Investment Advisors
Montana
$15.2M -$240K -662 -2%
CANC
364
Culbertson A N & Co
Virginia
$15.1M +$133K +366 +0.9%
OPERF
365
Oregon Public Employees Retirement Fund
Oregon
$15M -$42.4K -117 -0.3%
SCA
366
Stillwater Capital Advisors
Pennsylvania
$15M +$215K +594 +1%
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$14.9M -$415K -1,148 -3%
JCM
368
Janney Capital Management
Pennsylvania
$14.9M -$239K -660 -2%
SWM
369
Segment Wealth Management
Texas
$14.8M +$23.2K +64 +0.2%
NCM
370
Noesis Capital Mangement
Florida
$14.8M -$14.9K -41 -0.1%
QP
371
Quilter Plc
United Kingdom
$14.6M -$494K -1,363 -3%
SW
372
SlateStone Wealth
Florida
$14.6M +$338K +931 +2%
PCM
373
Parsons Capital Management
Rhode Island
$14.6M -$82K -226 -0.6%
DF
374
DNCA Finance
France
$14.5M -$2.32M -6,400 -14%
CS
375
Candriam SCA
Luxembourg
$14.5M +$1.88M +5,181 +15%
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