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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 %
KAS
151
Kestra Advisory Services
Texas
$59.5M +$2.35M +6,479 +4%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$59.2M -$695K -1,915 -1%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$59.2M +$10.4M +28,579 +21%
Renaissance Technologies
154
Renaissance Technologies
New York
$58.7M +$39.3M +108,473 +203%
BAMF
155
BI Asset Management Fondsmaeglerselskab
Denmark
$57.5M +$14.2M +39,017 +33%
Russell Investments Group
156
Russell Investments Group
United Kingdom
$57.4M -$2.41M -6,640 -4%
Axa
157
Axa
France
$57M -$3.02M -8,330 -5%
GIA
158
Gateway Investment Advisers
Ohio
$56.8M -$1.45M -4,000 -2%
ZIG
159
Zurich Insurance Group
Switzerland
$56.2M -$36.5M -100,520 -39%
RAM
160
Resona Asset Management
Japan
$55.4M -$3.08M -8,484 -5%
HNB
161
Huntington National Bank
Ohio
$55.3M -$713K -1,965 -1%
LSV Asset Management
162
LSV Asset Management
Illinois
$54.9M -$21M -57,790 -28%
VF
163
Vest Financial
Virginia
$54.7M +$603K +1,662 +1%
Daiwa Securities Group
164
Daiwa Securities Group
Japan
$53.9M +$1.57M +4,318 +3%
MML Investors Services
165
MML Investors Services
Massachusetts
$53.7M +$529K +1,459 +1%
CB
166
Commerce Bank
Missouri
$52.4M +$638K +1,758 +1%
AS
167
Aware Super
Australia
$52.3M +$52.3M +144,094 New
FRAF
168
Första AP-fonden
Sweden
$52M +$218K +600 +0.4%
Calamos Advisors
169
Calamos Advisors
Illinois
$51.4M – – –
ASRS
170
Arizona State Retirement System
Arizona
$51M +$127K +351 +0.3%
SOMRS
171
State of Michigan Retirement System
Michigan
$50.4M -$726K -2,000 -1%
SO
172
STRS Ohio
Ohio
$49.2M -$28.2M -77,622 -36%
KeyBank National Association
173
KeyBank National Association
Ohio
$49M -$453K -1,248 -0.9%
TAM
174
Tocqueville Asset Management
New York
$48.3M -$1.84M -5,064 -4%
CF
175
Corebridge Financial
Texas
$48.1M -$257K -709 -0.5%
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