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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 %
KA
601
Kintegral Advisory
New York
$6.05M -$19.1K -52 -0.3%
IWC
602
Integrated Wealth Concepts
Massachusetts
$6.04M +$643K +1,756 +12%
CSPIA
603
Cary Street Partners Investment Advisory
Virginia
$5.98M -$187K -509 -3%
RC
604
Roundview Capital
New Jersey
$5.98M +$251K +684 +4%
SCP
605
Sandhill Capital Partners
New York
$5.98M -$95.3K -260 -2%
KTM
606
Keeler Thomas Management
Utah
$5.98M -$48K -131 -0.8%
FM
607
Foster & Motley
Ohio
$5.98M -$232K -633 -4%
MAM
608
Marketfield Asset Management
New York
$5.97M -$322K -880 -5%
CCM
609
Consolidated Capital Management
California
$5.97M -$199K -543 -3%
SWP
610
Stratos Wealth Partners
Ohio
$5.96M +$461K +1,257 +8%
NMIMC
611
Northwestern Mutual Investment Management Company
Wisconsin
$5.92M +$2.2K +6 +0%
ACM
612
Alpha Capital Management
Texas
$5.91M -$449K -1,225 -7%
ONB
613
Old National Bancorp
Indiana
$5.91M -$1.28M -3,486 -18%
HIC
614
Holderness Investments Company
North Carolina
$5.88M -$29.3K -80 -0.5%
LSAG
615
Lake Street Advisors Group
New Hampshire
$5.87M +$162K +443 +3%
VIM
616
Vinva Investment Management
Australia
$5.86M -$605K -1,650 -9%
LNC
617
Lincoln National Corp
Pennsylvania
$5.85M +$219K +598 +4%
SFI
618
Siemens Fonds Invest
Germany
$5.85M -$238K -650 -4%
TCM
619
Twin Capital Management
Pennsylvania
$5.83M -$243K -664 -4%
GWM
620
Geneos Wealth Management
Colorado
$5.81M -$99.3K -271 -2%
BOH
621
Bank of Hawaii
Hawaii
$5.81M -$52.4K -143 -0.9%
WTFG
622
Wells Trecaso Financial Group
Ohio
$5.8M +$275K +751 +5%
VWM
623
Valley Wealth Managers
New Jersey
$5.77M -$830K -2,265 -13%
EAM
624
Eukles Asset Management
Ohio
$5.73M +$132K +360 +2%
ET
625
Equitable Trust
Tennessee
$5.71M +$225K +615 +4%
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