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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 %
NB
326
NBT Bank
New York
$17M -$410K -1,119 -2%
CWM
327
Congress Wealth Management
Massachusetts
$16.9M -$511K -1,395 -3%
AI
328
Atria Investments
North Carolina
$16.8M +$1.21M +3,299 +8%
AAIM
329
American Assets Investment Management
California
$16.5M – – –
JCM
330
Janney Capital Management
Pennsylvania
$16.4M -$12M -32,614 -42%
EI
331
Ethic Inc
New York
$16.4M +$438K +1,196 +3%
VPIM
332
Vanguard Personalized Indexing Management
California
$16.4M +$1.52M +4,149 +10%
KC
333
Kadensa Capital
Hong Kong
$16.4M -$11.9M -32,534 -42%
GIBU
334
Gulf International Bank (UK)
United Kingdom
$16.1M +$620K +1,691 +4%
MYAM
335
Meiji Yasuda Asset Management
Japan
$16.1M -$3.13M -8,552 -16%
QP
336
Quilter Plc
United Kingdom
$16M -$137K -375 -0.9%
OPERF
337
Oregon Public Employees Retirement Fund
Oregon
$16M +$1.37M +3,751 +9%
AIA
338
Allied Investment Advisors
Montana
$15.9M -$21.6K -59 -0.1%
DIA
339
Dana Investment Advisors
Wisconsin
$15.9M -$235K -640 -1%
AWS
340
Atria Wealth Solutions
New York
$15.8M +$1.63M +4,452 +11%
CGH
341
Crossmark Global Holdings
Texas
$15.8M +$1.48M +4,050 +10%
CTC
342
Central Trust Company
Missouri
$15.8M -$222K -605 -1%
CANC
343
Culbertson A N & Co
Virginia
$15.7M -$104K -283 -0.7%
AM
344
Atwater Malick
Pennsylvania
$15.6M +$78K +213 +0.5%
AIM
345
ARK Investment Management
Florida
$15.6M -$8.52M -23,248 -35%
Dodge & Cox
346
Dodge & Cox
California
$15.5M -$19.4K -53 -0.1%
Rafferty Asset Management
347
Rafferty Asset Management
New York
$15.5M -$167K -456 -1%
FNT
348
First National Trust
Pennsylvania
$15.5M +$3.69M +10,065 +31%
TRSOTSOK
349
Teachers Retirement System of the State of Kentucky
Kentucky
$15.4M -$790K -2,156 -5%
DPAM
350
Degroof Petercam Asset Management
Belgium
$15.4M -$91.6K -250 -0.6%
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