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Caterpillar
CAT

Overview Fund Activity

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

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$846M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.18B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.74B
4
Norges Bank
4
Norges Bank
Norway
$2.18B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$149M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.64B
2
Jane Street
2
Jane Street
New York
$39.1M
3
Capital World Investors
3
Capital World Investors
California
$10.3B
4
Amundi
4
Amundi
France
$874M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$636M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
2676
Semmax Financial Advisors
North Carolina
$2.53K 7 -5 -42%
PG
2677
Proffitt & Goodson
Tennessee
$2.02K 6 – –
TWP
2678
TFO Wealth Partners
Ohio
$1.83K 5 – –
TAM
2679
Tucker Asset Management
Colorado
$1.83K 5 – –
PIS
2680
POM Investment Strategies
North Carolina
$1.83K 5 – –
SWM
2681
Sanctuary Wealth Management
Idaho
$1.47K 4 – –
W
2682
WealthCollab
Washington
$1.47K 4 – –
IRC
2683
Investors Research Corp
Georgia
$1.1K 3 – –
PAM
2684
Pinpoint Asset Management
Hong Kong
$1.1K 3 +3 New
PI
2685
PEAK6 Investments
Illinois
$612 2 – –
MSWM
2686
Mowery & Schoenfeld Wealth Management
Illinois
$367 1 – –
WF
2687
WoodTrust Financial
Wisconsin
$204 556 -444 -44%
Citadel Advisors
2688
Citadel Advisors
Florida
– – -430,286 Closed
MIH
2689
Meitav Investment House
Israel
– – -127,520 Closed
DnB Asset Management
2690
DnB Asset Management
Norway
– – -121,593 Closed
IG
2691
ING Group
Netherlands
– – -83,665 Closed
ECU
2692
Eisler Capital (UK)
United Kingdom
– – -41,221 Closed
SCM
2693
Sandler Capital Management
New York
– – -35,000 Closed
GBWM
2694
Granite Bay Wealth Management
New Hampshire
– – -20,300 Closed
KA
2695
Kerrisdale Advisers
Florida
– – -18,323 Closed
LF
2696
Longbow Finance
Switzerland
– – -16,500 Closed
RGI
2697
River Global Investors
United Kingdom
– – -16,000 Closed
FI
2698
FJ Investments
Utah
– – -13,300 Closed
BCM
2699
Beck Capital Management
Texas
– – -10,185 Closed
SAM
2700
Scopus Asset Management
New York
– – -10,000 Closed
106 107
108
109 110