CAT icon

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 Market Value Shares Shares
Change
Shares
Change %
GWS
2726
Glassman Wealth Services
Virginia
-1,878 Closed
AI
2727
AdvisorShares Investments
Maryland
-1,680 Closed
CA
2728
CapWealth Advisors
Tennessee
-1,542 Closed
LIM
2729
Longfellow Investment Management
Massachusetts
-1,490 Closed
SIAG
2730
Signet Investment Advisory Group
Rhode Island
-1,430 Closed
EFH
2731
Eaton Financial Holdings
Florida
-1,420 Closed
FA
2732
FDx Advisors
Illinois
-1,363 Closed
AFA
2733
Arlington Financial Advisors
California
-1,336 Closed
AFAS
2734
Acorn Financial Advisory Services
Virginia
-1,296 Closed
WC
2735
Waterloo Capital
Texas
-1,202 Closed
ICA
2736
Infrastructure Capital Advisors
New York
-1,168 Closed
LWM
2737
Laidlaw Wealth Management
New York
-1,164 Closed
CF
2738
Copperwynd Financial
Arizona
-1,161 Closed
KA
2739
Kure Advisory
Minnesota
-1,124 Closed
CAM
2740
CenterStar Asset Management
Illinois
-1,050 Closed
RBCM
2741
Raub Brock Capital Management
California
-1,045 Closed
LT
2742
Legacy Trust
Michigan
-1,001 Closed
SG
2743
Somerset Group
Minnesota
-1,000 Closed
CC
2744
Centiva Capital
New York
-990 Closed
TCMP
2745
Thrive Capital Management (Pennsylvania)
Pennsylvania
-968 Closed
A
2746
AlphaQuest
New York
-941 Closed
ORAM
2747
One River Asset Management
Connecticut
-914 Closed
AWM
2748
Act Wealth Management
Texas
-877 Closed
TCM
2749
Triumph Capital Management
Colorado
-864 Closed
CCM
2750
Carlson Capital Management
Minnesota
-804 Closed