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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
Norges Bank
1
Norges Bank
Norway
$2.18B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.06B
3
Raymond James Financial
3
Raymond James Financial
Florida
$353M
4
Northern Trust
4
Northern Trust
Illinois
$2.48B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$208M

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$17B 46,809,540 +284,366 +0.6%
State Street
2
State Street
Massachusetts
$13.3B 36,631,309 +246,711 +0.7%
BlackRock
3
BlackRock
New York
$12.9B 35,517,697 +106,581 +0.3%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$7.1B 19,585 -206 -1%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$6.43B 17,734,370 – –
Capital World Investors
6
Capital World Investors
California
$5.95B 16,399,502 -1,086,756 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.79B 10,449,770 +236,315 +2%
Fisher Asset Management
8
Fisher Asset Management
Washington
$3.29B 9,081,775 +129,143 +1%
Morgan Stanley
9
Morgan Stanley
New York
$2.73B 7,517,464 -88,058 -1%
Gates Foundation Trust
10
Gates Foundation Trust
Washington
$2.67B 7,353,614 – –
Northern Trust
11
Northern Trust
Illinois
$2.48B 6,847,330 +724,477 +12%
Norges Bank
12
Norges Bank
Norway
$2.18B 6,021,512 +6,021,512 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.72B 4,742,500 -111,446 -2%
Bank of America
14
Bank of America
North Carolina
$1.72B 4,737,076 -1,228,570 -21%
UBS AM
15
UBS AM
Illinois
$1.43B 3,940,391 +312,878 +9%
Charles Schwab
16
Charles Schwab
California
$1.19B 3,289,101 +61,723 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.18B 3,242,097 -41,198 -1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.15B 3,181,535 +82,579 +3%
Goldman Sachs
19
Goldman Sachs
New York
$1.14B 3,146,480 +229,705 +8%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$1.1B 3,019,087 +206,233 +7%
Invesco
21
Invesco
Georgia
$1.09B 2,991,403 +9,212 +0.3%
Capital Research Global Investors
22
Capital Research Global Investors
California
$1.06B 2,924,054 +1,196,861 +69%
Legal & General Group
23
Legal & General Group
United Kingdom
$940M 2,591,815 -131,568 -5%
Ameriprise
24
Ameriprise
Minnesota
$826M 2,276,529 +158,766 +7%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$797M 2,198,389 -151,226 -6%
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