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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 %
DP
376
Dearborn Partners
Illinois
$14.3M +$363 +1 +0%
Temasek Holdings
377
Temasek Holdings
Singapore
$14.3M -$5.45M -15,022 -28%
FMI
378
F/M Investments
District of Columbia
$14.2M +$2.76M +7,595 +24%
BHC
379
Bowen Hanes & Co
Florida
$14.1M +$11.2M +30,835 +388%
GIBU
380
Gulf International Bank (UK)
United Kingdom
$14M -$168K -462 -1%
DWM
381
Dakota Wealth Management
Florida
$14M +$82.7K +228 +0.6%
JC
382
Jacobs & Co
California
$14M -$625K -1,723 -4%
LDB
383
Lee, Danner & Bass
Tennessee
$14M -$156K -431 -1%
NIM
384
NEOS Investment Management
Connecticut
$14M +$1.46M +4,035 +12%
SF
385
Synovus Financial
Georgia
$14M -$34.1K -94 -0.2%
CIA
386
Capital Investment Advisors
Georgia
$13.9M +$250K +688 +2%
DIA
387
Dana Investment Advisors
Wisconsin
$13.9M -$56.6K -156 -0.4%
BF
388
BOK Financial
Oklahoma
$13.8M +$202K +575 +1%
LIA
389
LS Investment Advisors
Michigan
$13.8M -$156K -430 -1%
HWM
390
HB Wealth Management
Georgia
$13.7M +$469K +1,294 +4%
SF
391
Summit Financial
New Jersey
$13.7M +$309K +853 +2%
MWM
392
Meridian Wealth Management
Kentucky
$13.6M -$108K -299 -0.8%
SWM
393
Stockman Wealth Management
Montana
$13.6M +$144K +396 +1%
CSIC
394
Clifford Swan Investment Counsel
California
$13.5M -$901K -2,485 -6%
AG
395
AIA Group
Hong Kong
$13.5M +$1.68M +4,643 +14%
FDCDDQ
396
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.5M +$1.78M +4,912 +15%
WG
397
Welch Group
Alabama
$13.4M +$255K +703 +2%
PAI
398
Pittenger & Anderson Inc
Nebraska
$13.4M -$205K -565 -2%
CA
399
Cornerstone Advisors
North Carolina
$13.2M – – –
HAG
400
HighPoint Advisor Group
Illinois
$13.2M +$241K +665 +2%
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