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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 %
JIP
851
Jaffetilchin Investment Partners
Florida
$3.15M +$1.03M +2,815 +49%
CPIA
852
Cornell Pochily Investment Advisors
New York
$3.12M -$44K -120 -1%
CAAS
853
Capital Asset Advisory Services
Michigan
$3.11M -$234K -618 -7%
VSQM
854
V-Square Quantitative Management
Illinois
$3.1M +$785K +2,141 +34%
LIM
855
Loudon Investment Management
New Hampshire
$3.08M -$229K -625 -7%
BB
856
Berkshire Bank
Massachusetts
$3.08M -$199K -542 -6%
MMHP
857
Murphy Middleton Hinkle & Parker
Georgia
$3.06M -$66K -180 -2%
CWP
858
Concord Wealth Partners
Virginia
$3.04M +$628K +1,715 +26%
SCP
859
Stamos Capital Partners
California
$3.04M -$3.53M -9,620 -54%
BCM
860
Boltwood Capital Management
California
$3.03M -$54.6K -149 -2%
SSWM
861
Smith Salley Wealth Management
North Carolina
$3.03M -$145K -395 -5%
CD
862
Chapin Davis
Maryland
$3.02M – – –
WEG
863
World Equity Group
Illinois
$3.02M -$583K -1,588 -16%
WBC
864
Westpac Banking Corp
Australia
$3.01M -$4.4K -12 -0.1%
PA
865
Parallel Advisors
California
$3M +$587K +1,602 +24%
SBIA
866
Sheaff Brock Investment Advisors
Indiana
$3M -$5.43M -14,816 -64%
YDMI
867
Y.D. More Investments
Israel
$2.99M +$1.86M +5,075 +164%
OPA
868
Old Port Advisors
Maine
$2.99M -$22.7K -62 -0.8%
IP
869
Ignite Planners
California
$2.97M -$455K -1,251 -13%
MLA
870
MB, Levis & Associates
Pennsylvania
$2.96M -$4.76K -13 -0.2%
RCM
871
Radnor Capital Management
Pennsylvania
$2.96M -$97.1K -265 -3%
ATPW
872
Ashton Thomas Private Wealth
Arizona
$2.96M -$748K -2,040 -20%
UCB
873
United Community Bank
South Carolina
$2.96M -$41K -112 -1%
AA
874
Argent Advisors
Louisiana
$2.96M -$22.7K -62 -0.8%
CPA
875
Court Place Advisors
Maryland
$2.95M -$101K -276 -3%
33 34
35
36 37