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Caterpillar
CAT

Overview Fund Activity

2,963 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, 1,042 reducing their positions, and 158 closing their positions.

Holders
2,963
Holders Change
+161
Holders Change %
+5.75%
% 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
1,042
Closed
158
Calls
$2.16B
Puts
$2.7B
Net Calls
-$541M
Net Calls Change
-$75.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.06B
2
Northern Trust
2
Northern Trust
Illinois
$2.48B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$208M
4
APG Asset Management
4
APG Asset Management
Netherlands
$154M
5
Amundi
5
Amundi
France
$782M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.96M
2
Citigroup
2
Citigroup
New York
$254M
3
Bank of America
3
Bank of America
North Carolina
$1.72B
4
Capital World Investors
4
Capital World Investors
California
$5.95B
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
26
Amundi
France
$782M +$115M +318,891 +17%
UBS Group
27
UBS Group
Switzerland
$778M +$104M +286,847 +15%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$683M -$48.5M -133,715 -7%
Wells Fargo
29
Wells Fargo
California
$657M -$7.63M -21,022 -1%
Deutsche Bank
30
Deutsche Bank
Germany
$568M -$54.3M -149,789 -9%
CWP
31
Capital Wealth Planning
Florida
$555M +$17.3M +47,689 +3%
Primecap Management
32
Primecap Management
California
$517M -$22.1M -61,010 -4%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$512M -$4.74M -13,073 -0.9%
Swiss National Bank
34
Swiss National Bank
Switzerland
$497M -$29.7M -81,800 -6%
Barclays
35
Barclays
United Kingdom
$475M -$204M -562,813 -30%
Mitsubishi UFJ Asset Management
36
Mitsubishi UFJ Asset Management
Japan
$394M +$30.3M +83,226 +8%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$390M +$493K +1,358 +0.1%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$373M +$2.46M +6,767 +0.7%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$371M -$1.33M -3,680 -0.4%
Raymond James Financial
40
Raymond James Financial
Florida
$353M +$353M +973,730 New
Diamond Hill Capital Management
41
Diamond Hill Capital Management
Ohio
$338M -$151M -417,141 -31%
National Pension Service
42
National Pension Service
South Korea
$335M -$36.1M -99,501 -10%
LPL Financial
43
LPL Financial
California
$330M +$11M +30,284 +3%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$322M +$8.29M +22,848 +3%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$310M -$26.6M -73,414 -8%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$308M -$18.5M -50,969 -6%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$274M -$11.5M -31,636 -4%
Bank Julius Baer & Co
48
Bank Julius Baer & Co
Switzerland
$274M +$29.8M +76,117 +12%
Principal Financial Group
49
Principal Financial Group
Iowa
$263M -$2.13M -5,878 -0.8%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$255M +$27.1M +74,519 +12%
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