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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 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,964
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
1,043
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
$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 %
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$48M +$1.03M +2,840 +2%
ATO
177
Alecta Tjanstepension Omsesidigt
Sweden
$47.8M +$47.8M +131,600 New
MIM
178
MetLife Investment Management
New Jersey
$47.5M +$595K +1,640 +1%
SA
179
Sanctuary Advisors
Indiana
$47.2M -$281K -750 -0.6%
HIMC
180
Heritage Investors Management Corp
Maryland
$47.1M -$282K -777 -0.6%
CII
181
Capital International Inc
California
$47M +$3.64M +10,027 +8%
HPC
182
HM Payson & Co
Maine
$47M -$460K -1,268 -1%
QCM
183
QRG Capital Management
Illinois
$45.4M +$1.54M +4,247 +4%
ACI
184
Alpha Cubed Investments
California
$45.4M +$3.11M +8,575 +7%
MHC
185
Meyer Handelman Company
New York
$45.2M -$689K -1,900 -2%
Los Angeles Capital Management
186
Los Angeles Capital Management
California
$45.1M -$38.9M -107,168 -46%
BMSSC
187
B. Metzler seel. Sohn & Co
Germany
$45M -$5.97M -16,473 -12%
BNP Paribas Asset Management
188
BNP Paribas Asset Management
France
$44.7M +$8.22M +22,657 +23%
Robeco Institutional Asset Management
189
Robeco Institutional Asset Management
Netherlands
$44.6M -$10.9K -30 -0%
SFA
190
Sequoia Financial Advisors
Ohio
$44M +$16.6M +45,765 +61%
BDLIB
191
Banque de Luxembourg Investments (BLI)
Luxembourg
$43.7M +$43.7M +120,400 New
CIS
192
Capital International Sarl
California
$42.5M -$1.06M -2,923 -2%
CAM
193
Cresset Asset Management
Illinois
$42M -$22.4M -61,661 -35%
SCI
194
S&CO Inc
Massachusetts
$41.9M -$80.5K -222 -0.2%
William Blair & Company
195
William Blair & Company
Illinois
$41.9M +$426K +1,174 +1%
MNA
196
Manning & Napier Advisors
New York
$41.2M -$4.04M -11,131 -9%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$41.1M -$10M -27,609 -20%
OIAM
198
OFI Invest Asset Management
France
$40.8M +$40.8M +116,574 New
PA
199
Pinnacle Associates
New York
$40.5M +$5.66M +15,600 +16%
Comerica Bank
200
Comerica Bank
Texas
$39.9M -$1.13M -3,124 -3%
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