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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 %
JPMIA
701
J.P. Marvel Investment Advisors
Massachusetts
$4.57M +$106K +290 +2%
AIM
702
Anchor Investment Management
South Carolina
$4.56M -$520K -1,420 -10%
OAJ
703
Ogorek Anthony Joseph
New York
$4.56M -$44.7K -122 -1%
ACL
704
Applied Capital LLC
Florida
$4.53M +$42.1K +115 +0.9%
DA
705
Duality Advisers
Florida
$4.52M +$2.44M +6,666 +117%
FWP
706
FAS Wealth Partners
Kansas
$4.51M +$77K +210 +2%
Members Trust
707
Members Trust
Florida
$4.5M -$866K -2,362 -16%
ACIM
708
Azimuth Capital Investment Management
Michigan
$4.49M -$110K -300 -2%
VIP
709
Vista Investment Partners
Oklahoma
$4.49M +$45.8K +125 +1%
JCM
710
Jacobi Capital Management
Pennsylvania
$4.47M +$13.6K +37 +0.3%
SC
711
Slow Capital
California
$4.45M -$11K -30 -0.2%
EFS
712
Essex Financial Services
Connecticut
$4.45M +$259K +707 +6%
WAM
713
Wakefield Asset Management
Colorado
$4.44M -$460K -1,256 -9%
KWM
714
Kingsview Wealth Management
Oregon
$4.4M -$66.7K -182 -1%
CFB
715
Cullen/Frost Bankers
Texas
$4.35M +$7.7K +21 +0.2%
WCM
716
Whitener Capital Management
North Carolina
$4.34M +$23.5K +64 +0.5%
SW
717
SteelPeak Wealth
California
$4.33M -$6.93M -18,925 -62%
MCCP
718
Mission Creek Capital Partners
California
$4.33M +$545K +1,488 +14%
GIA
719
Guyasuta Investment Advisors
Pennsylvania
$4.32M – – –
LIM
720
Leavell Investment Management
Alabama
$4.31M +$16.1K +44 +0.4%
PA
721
Procyon Advisors
Connecticut
$4.28M -$82.4K -225 -2%
MWA
722
Midland Wealth Advisors
Illinois
$4.28M +$313K +853 +8%
NHT
723
New Hampshire Trust
New Hampshire
$4.25M -$102K -277 -2%
GWMIA
724
Global Wealth Management Investment Advisory
Florida
$4.22M -$8.06K -22 -0.2%
IIM
725
Intact Investment Management
Quebec, Canada
$4.21M -$528K -1,440 -11%
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