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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 %
RCYC
301
Richard C. Young & Co
Rhode Island
$20.7M -$254K -694 -1%
CAM
302
Congress Asset Management
Massachusetts
$20.6M -$584K -1,594 -3%
WBG
303
Wharton Business Group
Pennsylvania
$20.4M -$230K -629 -1%
Wealthfront Advisers
304
Wealthfront Advisers
California
$20.3M +$466K +1,273 +2%
KIA
305
KCM Investment Advisors
California
$20.2M -$167K -457 -0.8%
MWM
306
Moran Wealth Management
Florida
$20.1M +$47.3K +129 +0.2%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$20M +$2.34M +6,374 +13%
II
308
Inspire Investing
Idaho
$20M +$1.74M +4,756 +10%
GAM
309
Gotham Asset Management
New York
$19.6M -$1.9M -5,194 -9%
SC
310
Scotia Capital
Ontario, Canada
$19.5M +$3.62M +9,888 +23%
A
311
Allianz
Germany
$19.3M +$19.3M +52,647 New
BCM
312
Birmingham Capital Management
Alabama
$19.2M -$423K -1,155 -2%
IAA
313
Independent Advisor Alliance
North Carolina
$19.1M -$1.91M -5,218 -9%
LG
314
LaFleur & Godfrey
Michigan
$18.9M -$1.89M -5,152 -9%
WT
315
Whittier Trust
California
$18.8M -$273K -746 -1%
ACA
316
Aptus Capital Advisors
Alabama
$18.8M +$1.41M +3,854 +8%
BHWM
317
Bar Harbor Wealth Management
New Hampshire
$18.6M -$562K -1,534 -3%
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$17.6M -$3.87M -10,551 -18%
IAN
319
Integrated Advisors Network
Texas
$17.3M +$184K +503 +1%
SC
320
Savant Capital
Illinois
$17.2M +$1.52M +4,136 +10%
Qube Research & Technologies (QRT)
321
Qube Research & Technologies (QRT)
United Kingdom
$17.1M -$93.2M -254,259 -84%
CHAM
322
Clear Harbor Asset Management
Connecticut
$17.1M -$1.01M -2,764 -6%
EMPI
323
Elo Mutual Pension Insurance
Finland
$17M +$724K +1,977 +4%
SCTC
324
Sanibel Captiva Trust Company
Florida
$17M -$62.7K -171 -0.4%
HR
325
Howe & Rusling
New York
$17M -$1.56M -4,255 -8%
11 12
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