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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 %
ASN
401
Advisory Services Network
Georgia
$13.1M -$47.5K -131 -0.4%
TRSOTSOK
402
Teachers Retirement System of the State of Kentucky
Kentucky
$13M -$467K -1,288 -3%
MYAM
403
Meiji Yasuda Asset Management
Japan
$12.9M -$86.3K -238 -0.7%
LWM
404
Lyell Wealth Management
California
$12.8M +$18.9K +52 +0.1%
CPC
405
Consolidated Planning Corp
Georgia
$12.8M +$183K +505 +1%
CA
406
Cullinan Associates
Kentucky
$12.7M -$1.99M -5,473 -14%
WTC
407
WhitTier Trust Company
Nevada
$12.7M -$44.6K -123 -0.4%
BSA
408
Braun Stacey Associates
New York
$12.6M +$349K +963 +3%
VIP
409
Vantage Investment Partners
Missouri
$12.5M -$663K -1,828 -5%
TC
410
TownSquare Capital
Utah
$12.4M +$2.48M +6,829 +25%
GG
411
Greenwood Gearhart
Arkansas
$12.4M +$427K +1,177 +4%
SCM
412
Shelton Capital Management
Colorado
$12.4M -$80.9K -223 -0.6%
CA
413
CSM Advisors
Pennsylvania
$12.3M -$198K -547 -2%
AWS
414
Atria Wealth Solutions
New York
$12.2M -$532K -1,467 -4%
BEI
415
Benjamin Edwards Inc
Missouri
$12.2M +$666K +1,836 +6%
GAB
416
German American Bancorp
Indiana
$12.1M +$162K +447 +1%
KRS
417
Kentucky Retirement Systems
Kentucky
$12.1M -$167K -459 -1%
Man Group
418
Man Group
United Kingdom
$12.1M +$3.47M +9,567 +40%
JPWM
419
Jamison Private Wealth Management
Georgia
$12.1M +$86K +237 +0.7%
MGP
420
M&G plc
United Kingdom
$12M -$3.61M -9,943 -23%
NB
421
Norinchukin Bank
Japan
$11.6M +$437K +1,204 +4%
TRCT
422
Tower Research Capital (TRC)
New York
$11.5M -$3.42M -9,416 -23%
JIR
423
James Investment Research
Ohio
$11.5M -$138K -381 -1%
SG
424
Sienna Gestion
France
$11.4M +$10.5M +28,947 +1,175%
PCH
425
Polar Capital Holdings
United Kingdom
$11.4M +$11.4M +31,325 New
15 16
17
18 19