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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 %
FWM
2476
Foguth Wealth Management
Michigan
$202K +$202K +552 New
FWI
2477
Facet Wealth Inc
Maryland
$202K +$202K +591 New
EW
2478
Element Wealth
Mississippi
$202K +$202K +551 New
SC
2479
Stephens Consulting
Michigan
$202K – – –
GCM
2480
Gallacher Capital Management
Colorado
$202K -$48K -131 -19%
WC
2481
Whitney & Co
New York
$202K +$202K +550 New
YWS
2482
Yarger Wealth Strategies
Ohio
$201K +$201K +550 New
SPWM
2483
Schrum Private Wealth Management
Florida
$201K +$201K +548 New
CSWM
2484
Cassady Schiller Wealth Management
Ohio
$201K +$90.9K +248 +83%
RG
2485
Retirement Group
California
$199K -$6.77M -18,467 -97%
FPFS
2486
First Personal Financial Services
North Carolina
$195K – – –
CM
2487
Capula Management
Cayman Islands
$193K +$37.4K +102 +24%
DCBT
2488
Dakota Community Bank & Trust
North Dakota
$188K -$6.23K -17 -3%
HIM
2489
Hillsdale Investment Management
Ontario, Canada
$188K +$4.76K +13 +3%
NBT
2490
Northwest Bank & Trust
Iowa
$186K – – –
MRCM
2491
M&R Capital Management
New Jersey
$183K – – –
AWM
2492
Ameliora Wealth Management
Switzerland
$183K +$183K +500 New
FFA
2493
Frazier Financial Advisors
Ohio
$181K +$6.6K +18 +4%
RTC
2494
Riverview Trust Company
Washington
$178K +$178K +485 New
VCM
2495
Versant Capital Management
Arizona
$176K +$12.1K +33 +7%
BFPW
2496
BOK Financial Private Wealth
Colorado
$171K – – –
CMBA
2497
C.M. Bidwell & Associates
Hawaii
$171K +$1.1K +3 +0.6%
FRA
2498
Front Row Advisors
California
$165K +$165K +450 +45,000%
WBC
2499
West Branch Capital
Massachusetts
$165K -$15.4K -42 -9%
AWM
2500
AllSquare Wealth Management
New York
$164K – – –
98 99
100
101 102