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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 %
KCM
451
Kanawha Capital Management
Virginia
$10.2M -$90.7K -250 -0.9%
BWL
452
Bogart Wealth LLC
Virginia
$10.2M -$3.33M -9,184 -25%
CPCPP
453
Canada Post Corporation Pension Plan
Canada
$10.1M +$10.1M +27,926 New
DMC
454
Drexel Morgan & Co
Pennsylvania
$10.1M – – –
NAAA
455
New Age Alpha Advisors
New York
$10.1M +$10.1M +27,753 New
CM
456
Castleark Management
Illinois
$9.97M +$9.5M +26,180 +2,029%
KOCAA
457
Knights of Columbus Asset Advisors
Connecticut
$9.94M -$13.1K -36 -0.1%
HFS
458
Hantz Financial Services
Michigan
$9.9M -$615K -1,694 -6%
CL
459
Choreo LLC
Illinois
$9.86M -$91.4K -252 -0.9%
NSLI
460
Nan Shan Life Insurance
Taiwan
$9.83M -$22M -60,602 -69%
PTC
461
Philadelphia Trust Company
Pennsylvania
$9.82M -$786K -2,167 -7%
LS
462
Livforsakringsbolaget Skandia
Sweden
$9.81M +$8.29M +22,850 +544%
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$9.72M -$67.5K -186 -0.7%
IWN
464
Independent Wealth Network
Iowa
$9.65M -$4.35K -12 -0%
BCI
465
Brinker Capital Investments
Pennsylvania
$9.64M -$174K -480 -2%
OPS
466
Orion Portfolio Solutions
Nebraska
$9.64M -$174K -480 -2%
MSRPS
467
Maryland State Retirement & Pension System
Maryland
$9.58M -$652K -1,797 -6%
SPC
468
Sigma Planning Corp
Michigan
$9.56M +$547K +1,508 +6%
AC
469
Addenda Capital
Quebec, Canada
$9.49M -$26.8K -74 -0.3%
TCBWMS
470
Texas Capital Bank Wealth Management Services
Texas
$9.48M -$47.5K -131 -0.5%
Wolverine Trading
471
Wolverine Trading
Illinois
$9.43M +$8.97M +24,712 +1,934%
LSERS
472
Louisiana State Employees Retirement System
Louisiana
$9.43M -$472K -1,300 -5%
CCM
473
Coldstream Capital Management
Washington
$9.42M +$128K +353 +1%
SAM
474
Securian Asset Management
Minnesota
$9.41M -$316K -870 -3%
CIA
475
Concurrent Investment Advisors
Florida
$9.34M +$1.42M +3,921 +18%
17 18
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