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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 %
CA
351
Cullinan Associates
Kentucky
$15.4M +$1.89M +5,147 +14%
SIC
352
Salem Investment Counselors
North Carolina
$15.4M -$80.2K -219 -0.5%
Pacer Advisors
353
Pacer Advisors
Pennsylvania
$15.4M -$638K -1,741 -4%
WI
354
Wafra Inc
New York
$15.3M – – –
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$15.3M -$1.14M -3,130 -7%
DC
356
Davenport & Co
Virginia
$15.2M -$368K -1,004 -2%
SCA
357
Stillwater Capital Advisors
Pennsylvania
$15M +$64.9K +177 +0.4%
MGP
358
M&G plc
United Kingdom
$15M +$15M +41,009 New
PWLP
359
Prio Wealth Limited Partnership
Massachusetts
$14.9M +$672K +1,833 +5%
CBOR
360
Community Bank of Raymore
Missouri
$14.9M -$1.37M -3,750 -8%
Fayez Sarofim & Co
361
Fayez Sarofim & Co
Texas
$14.8M -$41.8K -114 -0.3%
PAI
362
Pittenger & Anderson Inc
Nebraska
$14.8M – – –
CSIC
363
Clifford Swan Investment Counsel
California
$14.7M -$772K -2,107 -5%
BWL
364
Bogart Wealth LLC
Virginia
$14.7M -$1.84M -5,025 -11%
DP
365
Dearborn Partners
Illinois
$14.6M -$237K -646 -2%
PCM
366
Parsons Capital Management
Rhode Island
$14.6M +$191K +522 +1%
JC
367
Jacobs & Co
California
$14.5M -$558K -1,523 -4%
LIA
368
LS Investment Advisors
Michigan
$14.4M +$144K +394 +1%
BBVA
369
Banco Bilbao Vizcaya Argentaria
Spain
$14.2M +$68.4K +188 +0.5%
CIA
370
Capital Investment Advisors
Georgia
$14.2M +$204K +558 +1%
KRS
371
Kentucky Retirement Systems
Kentucky
$14.2M -$790K -2,156 -5%
SB
372
Simmons Bank
Arkansas
$14.1M +$315K +860 +2%
NCM
373
Noesis Capital Mangement
Florida
$14.1M -$510K -1,393 -3%
CJFS
374
Coulter & Justus Financial Services
Tennessee
$14.1M +$13.8M +37,625 +4,153%
MSRPS
375
Maryland State Retirement & Pension System
Maryland
$14.1M +$29.7K +84 +0.2%
13 14
15
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