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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 %
FCA
876
FLC Capital Advisors
California
$2.95M -$86.1K -235 -3%
GMFG
877
Greater Midwest Financial Group
Minnesota
$2.95M -$64.1K -175 -2%
AS
878
Altshuler Shaham
Israel
$2.95M -$994K -2,714 -25%
FIM
879
Fruth Investment Management
Texas
$2.94M – – –
BHC
880
Bowen Hanes & Co
Florida
$2.94M -$11K -30 -0.4%
SLI
881
Sumitomo Life Insurance
Japan
$2.94M -$112K -305 -4%
ZF
882
Zhang Financial
Michigan
$2.94M +$523K +1,426 +22%
CK
883
Cohen Klingenstein
New York
$2.93M – – –
FM
884
Family Management
New York
$2.93M +$2.93M +7,989 New
OA
885
Oxbow Advisors
Texas
$2.92M -$89K -243 -3%
MFG
886
MidWestOne Financial Group
Iowa
$2.92M – – –
PIM
887
Penobscot Investment Management
Massachusetts
$2.91M +$139K +380 +5%
GFA
888
Gifford Fong Associates
California
$2.86M – – –
IAMOG
889
Investors Asset Management of Georgia
Georgia
$2.84M -$268K -731 -9%
FMB
890
Field & Main Bank
Kentucky
$2.84M -$4.4K -12 -0.2%
TW
891
Transform Wealth
Colorado
$2.84M -$2.34M -6,398 -45%
IAS
892
Insigneo Advisory Services
Florida
$2.83M +$480K +1,309 +20%
TIA
893
Trust Investment Advisors
Indiana
$2.82M -$17.6K -48 -0.6%
SSA
894
Schonfeld Strategic Advisors
New York
$2.81M +$2.43M +6,644 +642%
DWP
895
Daymark Wealth Partners
Ohio
$2.81M – – –
WCM
896
Weaver Capital Management
Georgia
$2.81M +$438K +1,194 +18%
JCFM
897
JBR Co Financial Management
Oklahoma
$2.79M – – –
VBCG
898
Valley Brook Capital Group
Pennsylvania
$2.79M +$148K +405 +6%
CAM
899
ClariVest Asset Management
California
$2.78M -$6.41M -17,493 -70%
LAM
900
L2 Asset Management
Massachusetts
$2.78M +$387K +1,057 +16%
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