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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 %
PE
2701
Point72 Europe
United Kingdom
– – -9,962 Closed
AWA
2702
Arete Wealth Advisors
Illinois
– – -8,747 Closed
SIP
2703
Stoneridge Investment Partners
Pennsylvania
– – -7,476 Closed
TI
2704
Truepoint Inc
Ohio
– – -7,420 Closed
Marshall Wace
2705
Marshall Wace
United Kingdom
– – -7,292 Closed
BA
2706
Bridgewater Associates
Connecticut
– – -5,997 Closed
LAM
2707
LECAP Asset Management
United Kingdom
– – -4,322 Closed
JAM
2708
JW Asset Management
Florida
– – -4,024 Closed
CANY
2709
Caxton Associates (New York)
New York
– – -3,976 Closed
QCM
2710
Qsemble Capital Management
New York
– – -3,836 Closed
QIM
2711
Quantitative Investment Management
Virginia
– – -3,458 Closed
MMH
2712
Menora Mivtachim Holdings
Israel
– – -3,382 Closed
CWP
2713
Curated Wealth Partners
California
– – -3,320 Closed
CWM
2714
CCG Wealth Management
California
– – -3,113 Closed
SM
2715
Sciencast Management
New Jersey
– – -2,906 Closed
DA
2716
DCM Advisors
New York
– – -2,739 Closed
OFG
2717
OmniStar Financial Group
North Carolina
– – -2,644 Closed
IA
2718
IFG Advisory
Georgia
– – -2,551 Closed
JWM
2719
JGP Wealth Management
Oregon
– – -2,419 Closed
BCM
2720
BlueCrest Capital Management
Jersey
– – -2,386 Closed
ARC
2721
Advisor Resource Council
Texas
– – -2,337 Closed
SC
2722
Scholtz & Company
Connecticut
– – -2,150 Closed
MC
2723
Machina Capital
France
– – -2,010 Closed
WCM
2724
Winthrop Capital Management
Indiana
– – -1,989 Closed
OHWA
2725
Oak Hill Wealth Advisors
Virginia
– – -1,934 Closed
107 108
109
110 111