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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 %
EAM
251
Erste Asset Management
Austria
$29M -$5.03M -13,784 -15%
Capital Fund Management (CFM)
252
Capital Fund Management (CFM)
France
$28.9M +$28.9M +78,952 New
BB
253
Busey Bank
Illinois
$28.8M +$186K +508 +0.7%
DZ Bank
254
DZ Bank
Germany
$28.5M +$5.89M +16,068 +26%
Millennium Management
255
Millennium Management
New York
$28.5M +$21.4M +58,302 +299%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$27.2M +$355K +968 +1%
Pathstone Holdings
257
Pathstone Holdings
New Jersey
$26.9M +$1.84M +5,025 +7%
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$26.6M -$1.51M -4,124 -5%
NAM
259
NorthCrest Asset Manangement
Minnesota
$26.5M +$224K +611 +0.9%
WIC
260
Willis Investment Counsel
Georgia
$26.5M -$7.91M -21,581 -23%
VDI
261
Vaughan David Investments
Illinois
$26.4M -$4.78M -13,058 -15%
MIM
262
Marco Investment Management
Georgia
$26.2M -$722K -1,970 -3%
CW
263
Connectus Wealth
Ohio
$26.1M +$25.1M +68,424 +2,476%
SPS
264
Susquehanna Portfolio Strategies
Pennsylvania
$25.9M – – –
Wellington Management Group
265
Wellington Management Group
Massachusetts
$25.9M -$4.2M -11,455 -14%
Janus Henderson Group
266
Janus Henderson Group
United Kingdom
$25.9M -$620K -1,693 -2%
MOACM
267
Mutual of America Capital Management
New York
$25.8M -$485K -1,324 -2%
NYLIM
268
New York Life Investment Management
New York
$25.6M -$1.03M -2,809 -4%
GT
269
Glenview Trust
Kentucky
$25.5M -$608K -1,660 -2%
ACM
270
Advisors Capital Management
New Jersey
$25.4M +$506K +1,381 +2%
GIM
271
Grassi Investment Management
California
$25.2M – – –
AFP
272
Ausdal Financial Partners
Iowa
$25.2M -$470K -1,283 -2%
PAG
273
Private Advisor Group
New Jersey
$24.8M -$930K -2,538 -4%
CIC
274
Cutler Investment Counsel
Oregon
$24.5M -$4.45M -12,152 -15%
WCMN
275
Westchester Capital Management (Nebraska)
Nebraska
$24.5M -$383K -1,045 -2%
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