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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 %
TC
801
Truvestments Capital
Florida
$3.56M -$165K -451 -4%
LFS
802
Legacy Financial Strategies
Kansas
$3.55M -$28.6K -78 -0.8%
PH
803
Pinnacle Holdings
Oklahoma
$3.55M -$288K -785 -8%
MOS
804
MGO One Seven
Ohio
$3.54M -$87.2K -238 -2%
H
805
HoyleCohen
California
$3.53M -$76.6K -209 -2%
WSC
806
Wellington Shields & Co
New York
$3.52M – – –
GIA
807
Gladstone Institutional Advisory
Florida
$3.52M -$592K -1,615 -14%
NP
808
NorthRock Partners
Minnesota
$3.5M +$108K +296 +3%
CA
809
Cambridge Advisors
Nebraska
$3.5M -$355K -969 -9%
SVWAG
810
Sound View Wealth Advisors Group
Georgia
$3.47M -$288K -785 -8%
RCM
811
RB Capital Management
Nevada
$3.47M +$70K +191 +2%
PAM
812
Palisade Asset Management
Minnesota
$3.47M – – –
SCP
813
Seizert Capital Partners
Michigan
$3.47M +$3.47M +9,467 New
MCWS
814
McKinley Carter Wealth Services
West Virginia
$3.46M -$67.4K -184 -2%
FNBTCON
815
First National Bank & Trust Co of Newtown
Pennsylvania
$3.45M -$23.1K -63 -0.7%
GTAM
816
Global Trust Asset Management
Florida
$3.45M +$368K +1,004 +12%
HAI
817
Hennessy Advisors Inc
California
$3.44M -$440K -1,200 -11%
LWP
818
LMG Wealth Partners
Louisiana
$3.44M +$131K +357 +4%
BWM
819
Buckley Wealth Management
Nevada
$3.43M -$9.16K -25 -0.3%
AA
820
Aire Advisors
California
$3.42M +$366 +1 +0%
GIS
821
Graphene Investments SAS
France
$3.41M -$660K -1,800 -16%
AWM
822
Avitas Wealth Management
California
$3.39M +$51.3K +140 +2%
JWM
823
JPL Wealth Management
Colorado
$3.37M +$406K +1,108 +14%
MAS
824
Meeder Advisory Services
Ohio
$3.33M +$191K +522 +6%
TT
825
TI-Trust
Illinois
$3.33M – – –
31 32
33
34 35