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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 %
KJWM
551
Kiley Juergens Wealth Management
Washington
$6.84M -$111K -304 -2%
VI
552
Vestcor Inc
New Brunswick, Canada
$6.84M -$2.72M -7,433 -28%
Luther King Capital Management (LKCM)
553
Luther King Capital Management (LKCM)
Texas
$6.81M +$66.7K +182 +1%
STA
554
Summit Trail Advisors
New York
$6.76M +$5.38M +14,673 +390%
AWM
555
AE Wealth Management
Kansas
$6.76M -$31.2M -85,264 -82%
NRS
556
Neville Rodie & Shaw
New York
$6.74M – – –
WS
557
Wedbush Securities
California
$6.71M +$188K +514 +3%
PFS
558
Physicians Financial Services
North Carolina
$6.71M +$7.33K +20 +0.1%
CTA
559
Colonial Trust Advisors
South Carolina
$6.69M -$11.4K -31 -0.2%
RIM
560
Reliant Investment Management
Tennessee
$6.65M -$119K -325 -2%
AWM
561
Aries Wealth Management
Maine
$6.64M – – –
RBC
562
Romano Brothers & Co
Illinois
$6.62M -$184K -501 -3%
CIP
563
Chartwell Investment Partners
Pennsylvania
$6.6M – – –
AC
564
Abbrea Capital
California
$6.59M +$91.6K +250 +1%
GH
565
GAM Holding
Switzerland
$6.58M -$5.86K -16 -0.1%
IIM
566
Ipswich Investment Management
Massachusetts
$6.58M -$18.3K -50 -0.3%
BCCM
567
Bridge Creek Capital Management
Massachusetts
$6.57M -$182K -497 -3%
PFP
568
Pinnacle Financial Partners
Tennessee
$6.57M +$169K +461 +3%
FLI
569
Family Legacy Inc
South Carolina
$6.57M -$539K -1,471 -8%
SL
570
Summitry LLC
California
$6.56M -$835K -2,278 -11%
Man Group
571
Man Group
United Kingdom
$6.55M -$2.64M -7,213 -29%
FTA
572
Financial & Tax Architects
Missouri
$6.54M -$1M -2,735 -13%
OHWP
573
Oak Harbor Wealth Partners
North Carolina
$6.5M +$733 +2 +0%
GA
574
Gateway Advisory
New Jersey
$6.45M -$25.7K -70 -0.4%
MA
575
Montag & Associates
Georgia
$6.42M +$1.93M +5,258 +43%
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