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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 %
BCM
426
Brookstone Capital Management
Illinois
$11.3M -$961K -2,649 -8%
FAT
427
First American Trust
California
$11.3M +$390K +1,075 +4%
LI
428
LMCG Investments
Massachusetts
$11.3M -$271K -748 -2%
VA
429
Vident Advisory
Georgia
$11.3M +$1.39M +3,830 +14%
FNFDCM
430
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.3M -$203K -560 -2%
UCMOK
431
United Capital Management of KS
Kansas
$11.3M +$239K +658 +2%
P
432
Paradiem
Louisiana
$11.2M -$157K -434 -1%
SMI
433
Shelter Mutual Insurance
Missouri
$11.2M – – –
AI
434
Atria Investments
North Carolina
$11.2M -$1.13M -3,112 -9%
CC
435
Cadinha & Co
Hawaii
$11.1M +$11.1M +30,553 New
USCWA
436
U.S. Capital Wealth Advisors
Texas
$11M +$6.01M +16,556 +120%
IMRF
437
Illinois Municipal Retirement Fund
Illinois
$11M +$126K +347 +1%
EGA
438
Eagle Global Advisors
Texas
$10.9M +$136K +375 +1%
ZP
439
Zimmer Partners
New York
$10.9M +$3.67M +10,120 +51%
OAC
440
OMERS Administration Corp
Ontario, Canada
$10.9M -$860K -2,370 -7%
BBVA
441
Banco Bilbao Vizcaya Argentaria
Spain
$10.9M -$2.72M -7,465 -20%
SB
442
Simmons Bank
Arkansas
$10.8M -$555K -1,531 -5%
HIMCH
443
Hartford Investment Management Co (HIMCO)
Connecticut
$10.8M -$247K -680 -2%
VVP
444
Venture Visionary Partners
Ohio
$10.6M +$352K +970 +3%
EF
445
Empowered Funds
Pennsylvania
$10.6M -$8.03M -22,126 -43%
FCH
446
Freestone Capital Holdings
Washington
$10.6M -$70K -193 -0.7%
BRWA
447
B. Riley Wealth Advisors
Florida
$10.6M -$2.43M -6,697 -19%
WP
448
Woodline Partners
California
$10.5M +$10.5M +28,994 New
UM
449
UniSuper Management
Australia
$10.4M +$2.23M +6,145 +27%
MIA
450
MainStreet Investment Advisors
Illinois
$10.3M -$310K -854 -3%
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