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Caterpillar

2,686 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, 1,079 reducing their positions, and 89 closing their positions.

Holders
2,686
Holders Change
+128
Holders Change %
+5%
% of All Funds
38.94%
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
1,079
Closed
89
Calls
$5B
Puts
$5.46B
Net Calls
-$469M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Shares
Change %
FGA
2651
Fortis Group Advisors
New Jersey
$13.6K -$13.6K -37 -50%
TFM
2652
TFC Financial Management
Massachusetts
$12.5K +$1.1K +3 +10%
LG
2653
LAM Group
Oregon
$11K
BIM
2654
Breakwater Investment Management
Washington
$11K +$11K +30 New
CPA
2655
Clear Point Advisors
New York
$9.34K
WAS
2656
Winch Advisory Services
Wisconsin
$9.29K
FMTCOCP
2657
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K -$18K -50 -67%
DF
2658
DecisionPoint Financial
Arizona
$8.59K
AFG
2659
Albion Financial Group
Utah
$8.43K
DCM
2660
Davidson Capital Management
Texas
$8.43K +$8.43K +23 New
RTL
2661
Red Tortoise LLC
Georgia
$6.23K
MAM
2662
MMA Asset Management
Pennsylvania
$5.86K +$5.86K +16 New
CCA
2663
Criterion Capital Advisors
Tennessee
$5.5K
JFG
2664
JDM Financial Group
Texas
$5.13K
WCM
2665
Westend Capital Management
California
$5.13K +$5.13K +14 New
BCM
2666
Blume Capital Management
California
$4.76K
PS
2667
PayPay Securities
Japan
$4.4K -$1.83K -5 -29%
CWM
2668
Cedar Wealth Management
California
$4.03K +$4.03K +11 New
IRAG
2669
Investment Research & Advisory Group
Georgia
$3.66K
SHIM
2670
Stone House Investment Management
Pennsylvania
$3.66K +$3.66K +10 New
VAMG
2671
Voisard Asset Management Group
Michigan
$3.3K
PVH
2672
Psagot Value Holdings
Israel
$3K -$561K -1,495 -99%
HWP
2673
Highline Wealth Partners
California
$2.95K
WIA
2674
Wetzel Investment Advisors
Indiana
$2.86K
PCWA
2675
Pacific Capital Wealth Advisors
California
$2.57K +$2.57K +7 New