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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 %
WB
651
Webster Bank
Connecticut
$5.36M +$20.5K +56 +0.4%
RSWM
652
Robertson Stephens Wealth Management
California
$5.35M -$36.6K -100 -0.7%
AF
653
Arrow Financial
New York
$5.35M -$351K -958 -6%
NIM
654
NEOS Investment Management
Connecticut
$5.33M +$683K +1,863 +15%
PAS
655
Park Avenue Securities
New York
$5.33M -$222K -605 -4%
CC
656
Chicago Capital
Illinois
$5.23M +$183K +500 +4%
AIMCA
657
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.2M – – –
Nomura Holdings
658
Nomura Holdings
Japan
$5.2M +$88.3K +241 +2%
CG
659
Castellan Group
Kentucky
$5.2M -$221K -602 -4%
ISB
660
Iowa State Bank
Iowa
$5.16M -$314K -858 -6%
PK
661
Pflug Koory
Nebraska
$5.16M -$3.66K -10 -0.1%
SFS
662
Sowell Financial Services
Arkansas
$5.15M +$192K +523 +4%
CL
663
Choreo LLC
Illinois
$5.14M +$604K +1,649 +13%
WIS
664
Wright Investors Service
Connecticut
$5.13M -$46.2K -126 -0.9%
SWM
665
Spire Wealth Management
Virginia
$5.12M +$94.9K +259 +2%
ACM
666
Argyle Capital Management
Pennsylvania
$5.1M -$311K -850 -6%
GVAG
667
Great Valley Advisor Group
Delaware
$5.1M -$676K -1,844 -12%
NC
668
NewSquare Capital
Pennsylvania
$5.09M +$242K +660 +5%
IPW
669
IronBridge Private Wealth
Texas
$5.08M -$144K -392 -3%
LG
670
Leuthold Group
Minnesota
$5.08M -$11.7K -32 -0.2%
SCM
671
Seascape Capital Management
New Hampshire
$5.07M +$181K +495 +4%
FFWA
672
FRG Family Wealth Advisors
Washington
$4.95M +$1K +3 +0%
AIP
673
Ameritas Investment Partners
Nebraska
$4.94M +$148K +404 +3%
PIM
674
Plato Investment Management
Australia
$4.93M +$3.91M +10,660 +380%
ACM
675
Altrius Capital Management
North Carolina
$4.93M -$1.28M -3,481 -21%
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