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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 %
SMI
426
Shelter Mutual Insurance
Missouri
$11.3M – – –
PTC
427
Philadelphia Trust Company
Pennsylvania
$11.2M +$108K +295 +1%
RWP
428
RWA Wealth Partners
Massachusetts
$11M -$262K -714 -2%
GAB
429
German American Bancorp
Indiana
$11M +$291K +794 +3%
SAM
430
Securian Asset Management
Minnesota
$11M -$860K -2,348 -7%
IMRF
431
Illinois Municipal Retirement Fund
Illinois
$11M – – –
AG
432
AIA Group
Hong Kong
$10.9M -$74.8K -204 -0.7%
LSERS
433
Louisiana State Employees Retirement System
Louisiana
$10.8M -$440K -1,200 -4%
BRWA
434
B. Riley Wealth Advisors
Florida
$10.8M +$238K +870 +2%
BWS
435
Buck Wealth Strategies
Colorado
$10.7M +$9.9M +27,025 +1,298%
CBT
436
Central Bank & Trust
Kentucky
$10.6M -$67.1K -183 -0.6%
UCMOK
437
United Capital Management of KS
Kansas
$10.6M +$413K +1,128 +4%
P
438
Paradiem
Louisiana
$10.5M -$131K -357 -1%
KPWS
439
Kestra Private Wealth Services
Texas
$10.5M -$1.54M -4,197 -13%
PCIA
440
Prime Capital Investment Advisors
Kansas
$10.4M -$4.4K -12 -0%
NB
441
Norinchukin Bank
Japan
$10.4M -$1.12M -3,053 -10%
EGA
442
Eagle Global Advisors
Texas
$10.3M -$20.2K -55 -0.2%
SA
443
SpiderRock Advisors
Delaware
$10.2M +$10.2M +29,097 New
DMC
444
Drexel Morgan & Co
Pennsylvania
$10.2M +$51.3K +140 +0.5%
FCH
445
Freestone Capital Holdings
Washington
$10.1M +$4.87M +13,292 +93%
AA
446
ALPS Advisors
Colorado
$10.1M +$2.57K +7 +0%
KCM
447
Kanawha Capital Management
Virginia
$10.1M -$164K -448 -2%
BCV
448
Banque Cantonale Vaudoise
Switzerland
$10.1M +$422K +1,152 +4%
VVP
449
Venture Visionary Partners
Ohio
$10M -$25.7K -70 -0.3%
CPC
450
Consolidated Planning Corp
Georgia
$9.94M +$46.5K +127 +0.5%
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