CAT icon

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 %
GF
201
Gabelli Funds
New York
$39.8M -$1.13M -3,120 -3%
AIM
202
Achmea Investment Management
Netherlands
$39.4M -$1.98M -5,465 -5%
BFS
203
Bradley Foster & Sargent
Connecticut
$39.3M -$29.4K -81 -0.1%
CA
204
Clearstead Advisors
Ohio
$39.2M -$813K -2,240 -2%
EAM
205
Erste Asset Management
Austria
$39M +$1.11M +3,030 +3%
Vontobel Holding
206
Vontobel Holding
Switzerland
$38.5M +$2.36M +6,517 +7%
Allspring Global Investments
207
Allspring Global Investments
North Carolina
$38.1M -$2.02M -5,626 -5%
IG
208
ING Group
Netherlands
$38M +$3.13M +8,632 +9%
CNB
209
Czech National Bank
Czech Republic
$38M +$2.14M +5,903 +6%
PFS
210
Prospera Financial Services
Texas
$37.6M +$2.93M +8,066 +8%
SEI Investments
211
SEI Investments
Pennsylvania
$37.4M -$5.97M -16,458 -14%
COPPSERS
212
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$37.2M -$1.05M -2,900 -3%
CTB
213
Country Trust Bank
Illinois
$36.8M +$2.8M +7,719 +8%
SPIA
214
Steward Partners Investment Advisory
New York
$36.5M -$423K -1,166 -1%
FAF
215
Fjarde Ap-fonden
Sweden
$36.4M -$3.66M -10,100 -9%
WAS
216
Wesleyan Assurance Society
United Kingdom
$36.4M – – –
PA
217
Paralel Advisors
Colorado
$36.3M – – –
VanEck Associates
218
VanEck Associates
New York
$36.2M -$661K -1,823 -2%
AB
219
Amalgamated Bank
New York
$35.9M -$1.91M -5,277 -5%
Parallax Volatility Advisers
220
Parallax Volatility Advisers
California
$35.8M +$35.8M +98,601 New
CI
221
Conning Inc
Connecticut
$35.7M -$6.58M -18,152 -16%
MFIM
222
Mesirow Financial Investment Management
Illinois
$35.4M -$412K -1,137 -1%
Handelsbanken Fonder
223
Handelsbanken Fonder
Sweden
$35.3M +$1.88M +5,178 +6%
BS
224
Banco Santander
Spain
$35.1M +$1.85M +5,112 +6%
MSR
225
Main Street Research
Connecticut
$35M +$884K +2,436 +3%
7 8
9
10 11