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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 %
ProShare Advisors
51
ProShare Advisors
Maryland
$255M +$5.15M +14,206 +2%
Corient Private Wealth
52
Corient Private Wealth
Florida
$254M -$1.25M -3,468 -0.5%
Citigroup
53
Citigroup
New York
$254M -$706M -1,946,599 -74%
HighTower Advisors
54
HighTower Advisors
Illinois
$237M +$54.7M +150,905 +30%
Stifel Financial
55
Stifel Financial
Missouri
$237M -$4.58M -12,613 -2%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$232M +$3.72M +10,212 +2%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$220M -$36.3K -100 -0%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$208M +$162M +446,590 +353%
Capital International Investors
59
Capital International Investors
California
$204M +$287K +792 +0.1%
US Bancorp
60
US Bancorp
Minnesota
$199M -$3.72M -10,259 -2%
AllianceBernstein
61
AllianceBernstein
Tennessee
$199M +$1.9M +5,248 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
62
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$195M -$88.5M -243,999 -31%
American Century Companies
63
American Century Companies
Missouri
$187M -$981K -2,705 -0.5%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$185M -$2.97M -8,196 -2%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$184M +$18M +49,554 +11%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$180M -$42.6M -117,337 -19%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$180M +$4.01M +10,995 +2%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$176M -$13.3M -36,752 -7%
Victory Capital Management
69
Victory Capital Management
Texas
$175M -$60.8M -167,586 -26%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$169M -$324M -892,910 -66%
Franklin Resources
71
Franklin Resources
California
$168M +$7.43M +20,471 +5%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$168M -$2.19M -6,048 -1%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$165M -$47.4M -130,533 -22%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$162M -$9.84M -27,131 -6%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$158M -$290K -799 -0.2%
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