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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 %
IW
826
Imprint Wealth
South Carolina
$3.32M +$905K +2,488 +37%
Acadian Asset Management
827
Acadian Asset Management
Massachusetts
$3.31M +$486K +1,327 +17%
SDIC
828
South Dakota Investment Council
South Dakota
$3.29M -$91.6K -250 -3%
RSA
829
River Street Advisors
Illinois
$3.29M +$1.83K +5 +0.1%
JF
830
Jump Financial
Illinois
$3.28M +$2.7M +7,382 +469%
QI
831
Qtron Investments
Massachusetts
$3.28M +$580K +1,582 +21%
NP
832
Nilsine Partners
Colorado
$3.27M +$75.1K +205 +2%
JWCA
833
J.W. Cole Advisors
Florida
$3.27M +$132K +359 +4%
CIG
834
Cullen Investment Group
Louisiana
$3.27M +$119K +326 +4%
LBC
835
Lowe Brockenbrough & Co
Virginia
$3.26M +$374K +1,020 +13%
DWA
836
Douglass Winthrop Advisors
New York
$3.26M +$115K +315 +4%
CW
837
CreativeOne Wealth
Kansas
$3.25M +$1.82M +4,978 +128%
SW
838
SVB Wealth
Massachusetts
$3.25M -$5.86K -16 -0.2%
ATC
839
Adirondack Trust Company
New York
$3.25M -$22K -60 -0.7%
WSFS
840
Wilmington Savings Fund Society
Delaware
$3.25M +$3.25M +8,859 New
TW
841
TritonPoint Wealth
Maryland
$3.23M -$556K -1,839 -15%
CWA
842
Core Wealth Advisors
Florida
$3.22M -$267K -728 -8%
HDIM
843
Hanson & Doremus Investment Management
Vermont
$3.22M -$12.1K -33 -0.4%
CA
844
CoreCap Advisors
Michigan
$3.22M +$781K +2,131 +32%
EIP
845
Ellis Investment Partners
Pennsylvania
$3.21M -$736K -2,008 -19%
CIA
846
Choate Investment Advisors
Massachusetts
$3.2M +$971K +2,649 +44%
PNC
847
Park National Corp
Ohio
$3.18M -$84.3K -230 -3%
AUB
848
Atlantic Union Bankshares
Virginia
$3.18M -$144K -393 -4%
RIL
849
Rothschild Investment LLC
Illinois
$3.17M +$112K +305 +4%
BCM
850
Becker Capital Management
Oregon
$3.16M -$87.6K -239 -3%
32 33
34
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