CAT icon

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 %
Aviva
101
Aviva
United Kingdom
$106M +$5.85M +16,137 +6%
Canada Life
102
Canada Life
Manitoba, Canada
$104M -$8.59M -23,665 -8%
CA
103
Commerzbank Aktiengesellschaft
Germany
$102M +$43.3M +119,427 +73%
Swedbank
104
Swedbank
Sweden
$102M -$141K -390 -0.1%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$101M +$35.3M +97,293 +54%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$101M +$3.15M +8,693 +3%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$99.9M -$5.7M -15,718 -5%
SMDAM
108
Sumitomo Mitsui DS Asset Management
Japan
$99.3M -$1.54M -4,259 -2%
Canada Pension Plan Investment Board
109
Canada Pension Plan Investment Board
Ontario, Canada
$99.2M +$78.7M +216,960 +385%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$98M +$10.7M +29,431 +12%
CIBC World Market
111
CIBC World Market
Ontario, Canada
$96.6M -$3.83M -10,554 -4%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$95.4M +$1.2M +3,317 +1%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$94.3M -$2.4M -6,628 -2%
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$93.1M +$25.7M +70,915 +38%
Royal London Asset Management
115
Royal London Asset Management
United Kingdom
$92.9M +$227K +626 +0.2%
Empower Advisory Group
116
Empower Advisory Group
Colorado
$92.6M +$641K +1,768 +0.7%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$92M -$2.62M -7,227 -3%
Jennison Associates
118
Jennison Associates
New York
$91M +$1.81M +4,976 +2%
TD Asset Management
119
TD Asset Management
Ontario, Canada
$90.3M -$685K -1,888 -0.8%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$90.2M +$6.54M +18,041 +8%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$88M -$428K -1,180 -0.5%
Creative Planning
122
Creative Planning
Kansas
$87.7M +$4.99M +13,743 +6%
Osaic Holdings
123
Osaic Holdings
Arizona
$85.3M +$6.35M +19,309 +8%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$84.7M -$1.62M -4,470 -2%
Cerity Partners
125
Cerity Partners
New York
$84.1M -$1.34M -3,659 -2%
3 4
5
6 7