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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 %
HKIM
726
Hayek Kallen Investment Management
Alabama
$4.57M -$9.07K -25 -0.2%
OAJ
727
Ogorek Anthony Joseph
New York
$4.56M +$7.62K +21 +0.2%
PT
728
Plimoth Trust
Massachusetts
$4.54M -$7.62K -21 -0.2%
BOC
729
Barbara Oil Co
Illinois
$4.53M – – –
DIP
730
DT Investment Partners
Pennsylvania
$4.53M -$65.3K -180 -1%
SFS
731
Sowell Financial Services
Arkansas
$4.51M -$363K -1,000 -7%
KA
732
Kintegral Advisory
New York
$4.5M -$210K -578 -4%
JF
733
Jericho Financial
Ohio
$4.5M +$4.5M +12,399 New
ACL
734
Applied Capital LLC
Florida
$4.49M -$36.3K -100 -0.8%
JPMIA
735
J.P. Marvel Investment Advisors
Massachusetts
$4.48M – – –
MAS
736
Meeder Advisory Services
Ohio
$4.48M +$128K +354 +3%
NAMA
737
Nikko Asset Management Americas
New York
$4.48M -$509K -1,404 -10%
ACIM
738
Azimuth Capital Investment Management
Michigan
$4.47M -$81.6K -225 -2%
VWM
739
Valley Wealth Managers
New Jersey
$4.47M -$591K -1,630 -12%
NSIM
740
North Star Investment Management
Illinois
$4.47M +$2.54K +7 +0.1%
FC
741
FORA Capital
Florida
$4.47M +$4.47M +12,311 New
SC
742
Sapient Capital
Indiana
$4.46M +$34.1K +94 +0.8%
AIMCA
743
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.46M -$1.05M -2,900 -19%
TCOV
744
Trust Company of Vermont
Vermont
$4.46M -$165K -454 -4%
JCM
745
Jacobi Capital Management
Pennsylvania
$4.45M -$90.7K -250 -2%
VIP
746
Vista Investment Partners
Oklahoma
$4.43M -$57.7K -159 -1%
MA
747
Modus Advisors
Minnesota
$4.4M +$28.7K +79 +0.7%
ONB
748
Old National Bancorp
Indiana
$4.38M -$58K -160 -1%
NHT
749
New Hampshire Trust
New Hampshire
$4.37M +$88.9K +245 +2%
CAMG
750
CWA Asset Management Group
Florida
$4.36M +$404K +1,115 +10%
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