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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 %
FWCM
476
Ferguson Wellman Capital Management
Oregon
$9.05M -$1.46M -3,994 -14%
VA
477
Vident Advisory
Georgia
$8.95M +$1.47M +4,013 +20%
LSA
478
L & S Advisors
California
$8.94M +$8.94M +24,409 New
AMIM
479
Aull & Monroe Investment Management
Alabama
$8.93M +$80.6K +220 +0.9%
BIAS
480
Beacon Investment Advisory Services
New Jersey
$8.91M +$234K +638 +3%
OAM
481
Oppenheimer Asset Management
New York
$8.89M -$1.74M -4,742 -16%
FC
482
Fusion Capital
South Carolina
$8.84M -$383K -1,046 -4%
MYLI
483
Meiji Yasuda Life Insurance
Japan
$8.84M +$935K +2,552 +12%
SGA
484
Strategic Global Advisors
California
$8.8M -$249K -679 -3%
FFBTD
485
First Financial Bank - Trust Division
Ohio
$8.78M -$582K -1,589 -6%
ETC
486
Exchange Traded Concepts
Oklahoma
$8.77M -$1.73M -4,724 -16%
RJT
487
Raymond James Trust
Florida
$8.75M -$118K -323 -1%
PWM
488
Perigon Wealth Management
California
$8.71M +$222K +605 +3%
DAS
489
Dynamic Advisor Solutions
Arizona
$8.71M +$246K +672 +3%
WF
490
Welch & Forbes
Massachusetts
$8.71M -$372K -1,014 -4%
WB
491
WesBanco Bank
West Virginia
$8.61M +$4.3M +11,738 +100%
CS
492
Cannell & Spears
New York
$8.61M +$8.61M +23,490 New
KCPG
493
Kavar Capital Partners Group
Kansas
$8.6M -$8.41M -22,952 -49%
BCI
494
Brinker Capital Investments
Pennsylvania
$8.6M +$270K +736 +3%
OPS
495
Orion Portfolio Solutions
Nebraska
$8.6M +$270K +736 +3%
PWP
496
Principle Wealth Partners
Connecticut
$8.59M -$24.9K -68 -0.3%
SL
497
Sentry LLC
Tennessee
$8.59M -$19.8K -54 -0.2%
CGIM
498
Capital Group Investment Management
Singapore
$8.57M -$713K -1,945 -8%
ST
499
Spinnaker Trust
Maine
$8.5M – – –
HFM
500
Hartford Financial Management
Connecticut
$8.4M -$135K -369 -2%
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