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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 %
FT
276
Fiduciary Trust
Massachusetts
$24M +$405K +1,104 +2%
TWC
277
TD Waterhouse Canada
Ontario, Canada
$23.7M +$1.54M +4,027 +7%
BAAM
278
Baker Avenue Asset Management
California
$23.5M -$288K -786 -1%
FMI
279
Factory Mutual Insurance
Massachusetts
$23.5M -$19.3M -52,600 -45%
FNBT
280
FineMark National Bank & Trust
Florida
$23.3M -$3.5M -9,555 -13%
UB
281
UMB Bank
Missouri
$23.1M -$1.3M -3,535 -5%
DAM
282
Delta Asset Management
Tennessee
$22.9M -$162K -442 -0.7%
KBC Group
283
KBC Group
Belgium
$22.5M -$13.7M -37,343 -38%
NAM
284
Nissay Asset Management
Japan
$22.5M +$347K +948 +2%
SOADOR
285
State of Alaska Department of Revenue
Alaska
$22.4M -$747K -2,040 -3%
OC
286
Oppenheimer & Co
New York
$22.4M -$2.32M -6,336 -9%
BCIM
287
British Columbia Investment Management
British Columbia, Canada
$22.3M +$827K +2,258 +4%
HPG
288
Harvest Portfolios Group
Ontario, Canada
$22.3M -$2.14M -5,848 -9%
BAMF
289
BI Asset Management Fondsmaeglerselskab
Denmark
$22.3M -$4.53M -12,371 -17%
DWM
290
Dakota Wealth Management
Florida
$22.3M +$2.67M +7,274 +14%
CIA
291
CCM Investment Advisers
South Carolina
$22.2M -$2.33M -6,353 -9%
ABC
292
Associated Banc-Corp
Wisconsin
$22.1M -$454K -1,238 -2%
BC
293
Blackhill Capital
New Jersey
$22M – – –
UCFA
294
United Capital Financial Advisors
Texas
$21.3M -$4.46M -12,172 -17%
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$21.2M -$658K -1,796 -3%
PI
296
PGGM Investments
Netherlands
$21.2M +$1.1M +3,007 +5%
CA
297
Callahan Advisors
Texas
$21.1M -$2.37M -6,460 -10%
TRCT
298
Tower Research Capital (TRC)
New York
$21M -$9.59M -26,179 -31%
SFA
299
Sequoia Financial Advisors
Ohio
$20.8M -$938K -2,561 -4%
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$20.7M -$14M -38,297 -40%
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