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Caterpillar
CAT

Overview Fund Activity

2,688 hedge funds and large institutions have $127B invested in Caterpillar in 2024 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 943 increasing their positions, 1,080 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,688
Holders Change
+128
Holders Change %
+5%
% of All Funds
38.96%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.35%
New
256
Increased
943
Reduced
1,080
Closed
89
Calls
$5B
Puts
$5.46B
Net Calls
-$469M
Net Calls Change
-$116M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$325M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$127M
4
Norges Bank
Norges Bank
Norway
+$120M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$113M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.64B
2
Jane Street
Jane Street
New York
-$358M
3
Capital World Investors
Capital World Investors
California
-$314M
4
Amundi
Amundi
France
-$273M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cetera Advisors
Colorado
$34.6M +$14.1M +38,471 +69%
SI
227
Stephens Inc
Arkansas
$34.3M +$1.67M +4,571 +5%
RFC
228
Regions Financial Corp
Alabama
$34.1M +$129K +352 +0.4%
BPA
229
Beacon Pointe Advisors
California
$33.2M +$6.52M +17,780 +24%
LCS
230
Levin Capital Strategies
New York
$33.1M -$6.49M -17,721 -16%
MSR
231
Main Street Research
Connecticut
$32.9M +$1.23M +3,362 +4%
CNB
232
Czech National Bank
Czech Republic
$32.8M +$77.3K +211 +0.2%
SYBT
233
Stock Yards Bank & Trust
Kentucky
$32.7M -$92K -251 -0.3%
Wealth Enhancement Advisory Services
234
Wealth Enhancement Advisory Services
Minnesota
$32.7M -$346K -945 -1%
URS
235
Utah Retirement Systems
Utah
$32.4M -$14.7K -40 -0%
NPA
236
Nichols & Pratt Advisers
Massachusetts
$32.2M -$2.74M -7,475 -8%
Brown Advisory
237
Brown Advisory
Maryland
$32.1M +$859K +2,345 +3%
USAA
238
United Services Automobile Association
Texas
$31.9M +$121K +331 +0.4%
GC
239
Guggenheim Capital
Illinois
$30.5M +$2.8M +7,647 +10%
ELC
240
Edgar Lomax Company
Virginia
$30.1M -$8.13M -22,182 -21%
Macquarie Group
241
Macquarie Group
Australia
$30.1M -$3.2M -8,730 -10%
PGFC
242
Peapack-Gladstone Financial Corp
New Jersey
$29.8M -$139K -378 -0.5%
BS
243
Banco Santander
Spain
$29.7M +$4.16M +11,353 +16%
DADC
244
D.A. Davidson & Co
Montana
$29.6M +$2.07M +5,647 +8%
VanEck Associates
245
VanEck Associates
New York
$29.4M +$1.9M +5,177 +7%
BPWM
246
Badgley Phelps Wealth Managers
Washington
$29.4M +$510K +1,393 +2%
UIM
247
USS Investment Management
United Kingdom
$29.3M -$9.49M -25,909 -24%
FP
248
Foundry Partners
Minnesota
$29.3M +$3.62M +9,869 +14%
AT
249
AMF Tjänstepension
Sweden
$29.2M -$22M -59,883 -43%
MIF
250
Mediolanum International Funds
Ireland
$29M +$29M +79,613 New
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