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Caterpillar
CAT

Overview Fund Activity

2,964 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, 1,043 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,964
Holders Change
+161
Holders Change %
+5.74%
% of All Funds
39.47%
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
1,043
Closed
158
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
$1.06B
2
Northern Trust
Northern Trust
Illinois
$2.48B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$208M
4
APG Asset Management
APG Asset Management
Netherlands
$154M
5
Amundi
Amundi
France
$782M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.96M
2
Citigroup
Citigroup
New York
$254M
3
Bank of America
Bank of America
North Carolina
$1.72B
4
Capital World Investors
Capital World Investors
California
$5.95B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$83.9M +$2.27M +6,261 +3%
IIM
127
INTECH Investment Management
Florida
$83.8M +$20.2M +55,564 +32%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$83.2M +$679K +1,873 +0.8%
CWM
129
CIBC World Markets
New York
$79M +$2.53M +6,984 +3%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$78.2M +$5.85M +16,126 +8%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$78M -$3.45M -9,516 -4%
Truist Financial
132
Truist Financial
North Carolina
$76.3M -$1.9M -5,230 -2%
M&T Bank
133
M&T Bank
New York
$76.1M -$558K -1,538 -0.7%
RG
134
Rathbones Group
United Kingdom
$75.2M -$2.17M -5,977 -3%
Toronto Dominion Bank
135
Toronto Dominion Bank
Ontario, Canada
$73.7M +$13.7M +37,793 +23%
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$72.4M -$2.8M -7,732 -4%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$71.7M +$26.1M +71,942 +57%
Squarepoint
138
Squarepoint
New York
$71.2M -$21.4M -59,096 -23%
SG Americas Securities
139
SG Americas Securities
New York
$70.6M -$40M -110,142 -36%
BG
140
Bollard Group
Massachusetts
$70.5M -$7.34M -20,247 -9%
NA
141
NewEdge Advisors
Louisiana
$67.4M -$2.74M -7,551 -4%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$67.4M -$1.34M -3,702 -2%
LF
143
Lansforsakringar Fondforvaltning
Sweden
$65.4M +$65.4M +180,405 New
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$64.8M -$1M -2,768 -2%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$64.8M -$2.86M -7,890 -4%
ORIO
146
Old Republic International (ORI)
Illinois
$64.2M – – –
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
$62M +$8.15M +22,457 +15%
KBC Group
148
KBC Group
Belgium
$61.9M +$21.7M +59,829 +54%
FWIA
149
Fort Washington Investment Advisors
Ohio
$60.5M +$5.2M +14,338 +9%
FCI
150
Financial Counselors Inc
Kansas
$60.1M +$565K +1,558 +0.9%
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