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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 %
Lido Advisors
376
Lido Advisors
California
$14M -$1.92M -5,241 -12%
SF
377
Synovus Financial
Georgia
$13.9M +$187K +509 +1%
ASN
378
Advisory Services Network
Georgia
$13.8M -$74.4K -203 -0.5%
QCM
379
Quantinno Capital Management
New York
$13.7M +$1.4M +3,821 +11%
Walleye Trading
380
Walleye Trading
New York
$13.6M -$6.55M -17,873 -32%
MWM
381
Meridian Wealth Management
Kentucky
$13.6M +$924K +2,521 +7%
HFS
382
Hantz Financial Services
Michigan
$13.6M -$752K -2,051 -5%
HWM
383
HB Wealth Management
Georgia
$13.6M +$754K +2,057 +6%
SW
384
SlateStone Wealth
Florida
$13.5M +$5.5M +15,016 +68%
SWM
385
Segment Wealth Management
Texas
$13.4M +$12.6M +34,345 +1,575%
WTC
386
WhitTier Trust Company
Nevada
$13.4M +$287K +784 +2%
SWM
387
Stockman Wealth Management
Montana
$13.4M -$850K -2,320 -6%
EA
388
Ellsworth Advisors
Ohio
$13.2M +$114K +312 +0.9%
Twin Tree Management
389
Twin Tree Management
Texas
$13.1M +$5.57M +15,198 +74%
AIM
390
Achmea Investment Management
Netherlands
$13.1M – – –
MIA
391
MainStreet Investment Advisors
Illinois
$13.1M -$168K -458 -1%
CA
392
CSM Advisors
Pennsylvania
$13M +$290K +790 +2%
SCA
393
Snowden Capital Advisors
New York
$13M +$1.93M +5,270 +17%
AAS
394
Avantax Advisory Services
Texas
$12.9M +$1.45M +3,958 +13%
Arrowstreet Capital
395
Arrowstreet Capital
Massachusetts
$12.9M +$12.3M +33,503 +2,066%
BBA
396
Baader Bank Aktiengesellschaft
Germany
$12.9M +$1.1M +3,015 +9%
AAF
397
Andra AP-fonden
Sweden
$12.8M +$12.8M +35,000 New
LA
398
LBP AM
France
$12.8M -$3.18M -8,679 -20%
WG
399
Welch Group
Alabama
$12.8M +$69.3K +189 +0.5%
VIP
400
Vantage Investment Partners
Missouri
$12.8M +$12.8M +34,937 New
14 15
16
17 18