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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 %
KOC
2751
Koss-Olinger Consulting
Florida
– – -802 Closed
AIM
2752
Aigen Investment Management
New York
– – -750 Closed
EWA
2753
ERTS Wealth Advisors
Michigan
– – -750 Closed
JWM
2754
Jackson Wealth Management
Florida
– – -721 Closed
GC
2755
Guardian Capital
Ontario, Canada
– – -711 Closed
LAM
2756
Lewis Asset Management
California
– – -708 Closed
OL
2757
Owen LaRue
Kentucky
– – -701 Closed
NFC
2758
Northeast Financial Consultants
Connecticut
– – -692 Closed
T. Rowe Price Investment Management
2759
T. Rowe Price Investment Management
Maryland
– – -517 Closed
LA
2760
LM Advisors
California
– – -461 Closed
BDS
2761
Banco de Sabadell
Florida
– – -354 Closed
ODG
2762
O'Dell Group
Ohio
– – -315 Closed
SSG
2763
Summit Securities Group
New York
– – -300 Closed
SWS
2764
SYSTM Wealth Solutions
Illinois
– – -282 Closed
SA
2765
Scarborough Advisors
Maryland
– – -260 Closed
DAC
2766
Dividend Assets Capital
South Carolina
– – -229 Closed
EC
2767
EntryPoint Capital
New York
– – -211 Closed
AP
2768
Arlington Partners
Alabama
– – -189 Closed
LF
2769
Lee Financial
Texas
– – -167 Closed
HC
2770
Hoese & Co
Minnesota
– – -150 Closed
RFA
2771
Resurgent Financial Advisors
Georgia
– – -102 Closed
RFS
2772
Richardson Financial Services
Massachusetts
– – -92 Closed
LIWM
2773
Long Island Wealth Management
New York
– – -74 Closed
RIM
2774
Rockbridge Investment Management
New York
– – -68 Closed
NMG
2775
New Millennium Group
Utah
– – -29 Closed
109 110
111
112 113