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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 %
KC
751
Kinloch Capital
Virginia
$4M +$195K +531 +5%
SGAM
752
Smith Group Asset Management
Texas
$3.99M -$2.11M -5,745 -35%
CSC
753
Caldwell Sutter Capital
California
$3.99M -$453K -1,236 -10%
CA
754
Commerzbank Aktiengesellschaft
Germany
$3.97M +$3.3M +9,010 +493%
WPP
755
Whalerock Point Partners
Rhode Island
$3.94M – – –
BWAM
756
Boyd Watterson Asset Management
Ohio
$3.93M -$27.5K -75 -0.7%
CICI
757
Capital Investment Counsel Inc
North Carolina
$3.93M -$147K -400 -4%
PTC
758
Private Trust Company
Ohio
$3.92M +$11K +30 +0.3%
NHC
759
Nicholas Hoffman & Company
Georgia
$3.92M -$296K -807 -7%
TG
760
TCW Group
California
$3.91M -$815K -2,225 -17%
TCM
761
Traynor Capital Management
Pennsylvania
$3.9M +$35.5K +97 +0.9%
WA
762
Waverly Advisors
Alabama
$3.89M +$1.47M +4,014 +61%
TFS
763
Thoroughbred Financial Services
Tennessee
$3.87M -$692K -1,890 -15%
GC
764
Gould Capital
Washington
$3.87M -$166K -454 -4%
MCM
765
MV Capital Management
Maryland
$3.87M -$414K -1,131 -10%
MGIA
766
Moneta Group Investment Advisors
Missouri
$3.86M +$707K +1,929 +22%
HCA
767
Harbor Capital Advisors
Illinois
$3.85M +$3.85M +10,509 New
MAM
768
Mystic Asset Management
Rhode Island
$3.84M – – –
EWA
769
EP Wealth Advisors
California
$3.83M +$582K +1,588 +18%
BBHC
770
Brown Brothers Harriman & Co
New York
$3.82M -$162K -441 -4%
PA
771
PFG Advisors
Arizona
$3.82M +$31.5K +86 +0.8%
MMG
772
Monetary Management Group
Missouri
$3.82M +$9.16K +25 +0.2%
IWM
773
IHT Wealth Management
Illinois
$3.81M -$101K -275 -3%
PFA
774
Pure Financial Advisors
California
$3.79M +$615K +1,678 +19%
FFN
775
Focus Financial Network
Minnesota
$3.79M -$6.83M -19,077 -64%
29 30
31
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