CAT icon

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 %
MIA
501
Madison Investment Advisors
Wisconsin
$8.52M +$8.52M +23,476 New
FC
502
Fusion Capital
South Carolina
$8.46M +$35.2K +97 +0.4%
SG
503
StoneX Group
New York
$8.45M +$8.45M +23,286 New
TA
504
TruWealth Advisors
Louisiana
$8.42M -$6.89K -19 -0.1%
AFG
505
Atomi Financial Group
New York
$8.41M +$316K +871 +4%
NMERB
506
New Mexico Educational Retirement Board
New Mexico
$8.38M -$290K -800 -3%
PI
507
PineBridge Investments
New York
$8.35M -$47.1M -129,865 -85%
MIG
508
McGuire Investment Group
Rhode Island
$8.33M +$46.4K +128 +0.6%
KCPG
509
Kavar Capital Partners Group
Kansas
$8.32M +$1.81K +5 +0%
KWA
510
Kingswood Wealth Advisors
California
$8.31M -$157K -433 -2%
MMA
511
Miracle Mile Advisors
California
$8.3M +$6.67M +18,396 +410%
TIAA Trust, National Association
512
TIAA Trust, National Association
North Carolina
$8.3M +$612K +1,686 +8%
HZ
513
Hixon Zuercher
Ohio
$8.3M -$113K -312 -1%
BBA
514
Baader Bank Aktiengesellschaft
Germany
$8.28M -$70K -193 -0.8%
CICC
515
Capital Investment Counsel (Colorado)
Colorado
$8.23M -$106K -293 -1%
BP
516
BNP Paribas
France
$8.19M +$1.98M +1,359 +32%
PAS
517
Park Avenue Securities
New York
$8.17M +$640K +1,764 +8%
BIAS
518
Beacon Investment Advisory Services
New Jersey
$8.17M +$523K +1,441 +7%
WSFS
519
Wilmington Savings Fund Society
Delaware
$8.14M +$473K +1,303 +6%
ECM
520
ExodusPoint Capital Management
New York
$8.13M +$8.13M +22,423 New
HFM
521
Hartford Financial Management
Connecticut
$8.08M -$40.6K -112 -0.5%
FWCM
522
Ferguson Wellman Capital Management
Oregon
$8.03M -$79.1K -218 -1%
FFBTD
523
First Financial Bank - Trust Division
Ohio
$8.02M -$106K -291 -1%
WB
524
WesBanco Bank
West Virginia
$8M -$133K -366 -2%
CIM
525
Contravisory Investment Management
Massachusetts
$7.99M +$7.53M +20,749 +1,620%
19 20
21
22 23