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Caterpillar
CAT

Overview Fund Activity

2,687 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
2,687
Holders Change
+128
Holders Change %
+5%
% of All Funds
38.95%
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 %
VIA
2551
Virtus Investment Advisers
Connecticut
$89K -$9.53K -26 -10%
KWAG
2552
Kiely Wealth Advisory Group
North Carolina
$87.1K +$17.4K +50 +25%
POIA
2553
Pin Oak Investment Advisors
Texas
$85K -$113K -309 -57%
CCMI
2554
Creative Capital Management Investments
California
$83.5K – – –
HCM
2555
Horrell Capital Management
Arkansas
$83K – – –
CPG
2556
Cornerstone Planning Group
New Jersey
$81.8K -$14.8K -44 -15%
BCA
2557
Bray Capital Advisors
Florida
$81.6K +$366 +1 +0.5%
MWA
2558
Moser Wealth Advisors
Washington
$80.6K – – –
FCMT
2559
Founders Capital Management (Texas)
Texas
$80.4K -$11K -30 -12%
CH
2560
Canton Hathaway
Rhode Island
$80K – – –
APW
2561
Atlantic Private Wealth
North Carolina
$77.2K +$366 +1 +0.5%
BWM
2562
BKM Wealth Management
Wisconsin
$77K -$104K -285 -58%
1832 Asset Management
2563
1832 Asset Management
Ontario, Canada
$73.3K -$10.3K -28 -12%
ECM
2564
Estabrook Capital Management
New York
$73.3K – – –
YAL
2565
Your Advocates Ltd
Texas
$73.3K – – –
MDCM
2566
Morgan Dempsey Capital Management
Wisconsin
$73.3K – – –
CCC
2567
Chelsea Counsel Company
California
$73.3K – – –
LCM
2568
Lynwood Capital Management
Ontario, Canada
$73.3K +$73.3K +200 New
APGC
2569
A.P. Gilfoyle & Co
New York
$73.3K +$73.3K +200 New
AFIA
2570
America First Investment Advisors
Nebraska
$70.4K – – –
PO
2571
Private Ocean
California
$69.6K +$13.2K +36 +23%
NECFA
2572
New England Capital Financial Advisors
Connecticut
$69.2K – – –
GKIM
2573
GW&K Investment Management
Massachusetts
$69K -$1.46K -4 -2%
WWM
2574
Wolff Wiese Magana
California
$68.5K – – –
GCM
2575
Gladius Capital Management
Illinois
$68.2K +$68.2K +186 New
101 102
103
104 105