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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 %
KWA
676
Kingswood Wealth Advisors
California
$4.93M -$1.9M -5,192 -28%
TW
677
Trajan Wealth
Arizona
$4.92M +$4.92M +13,425 New
LNWWM
678
Laird Norton Wetherby Wealth Management
California
$4.9M +$4.4K +12 +0.1%
GJWM
679
Gilliland Jeter Wealth Management
Arkansas
$4.89M -$47.3K -129 -1%
USCWA
680
U.S. Capital Wealth Advisors
Texas
$4.88M +$12.8K +35 +0.3%
TCOV
681
Trust Company of Vermont
Vermont
$4.87M +$428K +1,167 +10%
FFP
682
FourThought Financial Partners
Florida
$4.85M +$6.23K +17 +0.1%
ALAM
683
Asahi Life Asset Management
Japan
$4.82M -$1.89M -5,150 -28%
LOIM
684
Liberty One Investment Management
Illinois
$4.78M +$116K +317 +2%
B
685
Bailard
California
$4.78M -$125K -341 -3%
BEC
686
Blue Edge Capital
Virginia
$4.77M +$2.93K +8 +0.1%
IMPI
687
Ilmarinen Mutual Pension Insurance
Finland
$4.76M -$4.03M -11,000 -46%
LNB
688
Ledyard National Bank
$4.76M +$228K +622 +5%
HKIM
689
Hayek Kallen Investment Management
Alabama
$4.71M – – –
WAP
690
Wealthcare Advisory Partners
Pennsylvania
$4.71M +$894K +2,440 +23%
PT
691
Plimoth Trust
Massachusetts
$4.69M -$179K -489 -4%
JSC
692
Jackson Square Capital
California
$4.68M +$68.9K +188 +1%
SCM
693
Stonebridge Capital Management
California
$4.66M – – –
TMAM
694
Tokio Marine Asset Management
Japan
$4.66M +$415K +1,133 +10%
SC
695
Sapient Capital
Indiana
$4.65M +$733 +2 +0%
PA
696
Profund Advisors
Maryland
$4.65M +$453K +1,235 +11%
S
697
SignatureFD
Georgia
$4.6M +$385K +1,051 +9%
MFG
698
Merit Financial Group
Georgia
$4.6M +$3.29M +9,779 +252%
DIP
699
DT Investment Partners
Pennsylvania
$4.59M -$424K -1,157 -8%
BOC
700
Barbara Oil Co
Illinois
$4.58M – – –
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