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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 %
EB
901
Exchange Bank
California
$2.78M – – –
FWM
902
Focused Wealth Management
New York
$2.77M +$58.6K +160 +2%
DSN
903
D. Scott Neal
Kentucky
$2.77M – – –
FIA
904
Foundations Investment Advisors
Arizona
$2.76M +$504K +1,376 +22%
MWM
905
Modern Wealth Management
Kansas
$2.76M +$512K +1,398 +23%
CAMG
906
CWA Asset Management Group
Florida
$2.75M +$750K +2,048 +38%
BCM
907
Bayesian Capital Management
New York
$2.74M +$2.74M +7,486 New
PP
908
Prudential plc
United Kingdom
$2.74M -$4.91M -13,399 -64%
ClearBridge Investments
909
ClearBridge Investments
New York
$2.73M -$2.38M -6,502 -47%
UB
910
Umpqua Bank
Oregon
$2.73M +$2.73M +7,446 New
FHA
911
First Horizon Advisors
Tennessee
$2.73M -$305K -832 -10%
CIC
912
Cornercap Investment Counsel
Georgia
$2.7M -$382K -1,043 -12%
HCM
913
Howland Capital Management
Massachusetts
$2.7M -$168K -459 -6%
OCM
914
Orleans Capital Management
Louisiana
$2.7M +$285K +778 +12%
BWM
915
BNC Wealth Management
Oregon
$2.7M +$94.5K +258 +4%
SRA
916
Secured Retirement Advisors
Minnesota
$2.69M -$95.6K -261 -3%
APP
917
Avantax Planning Partners
Iowa
$2.68M +$220K +600 +9%
DWT
918
Dorsey & Whitney Trust
South Dakota
$2.67M -$151K -413 -5%
AB
919
Atlas Brown
Kentucky
$2.67M -$90.9K -248 -3%
FSA
920
Franklin Street Advisors
North Carolina
$2.66M +$95.3K +260 +4%
LFAS
921
Level Four Advisory Services
Texas
$2.62M – – –
CIP
922
Convergence Investment Partners
Florida
$2.62M +$491K +1,339 +23%
LB
923
Legacy Bridge
Iowa
$2.61M +$2.2K +6 +0.1%
AWMT
924
AAFMAA Wealth Management & Trust
North Carolina
$2.61M -$1.03M -2,809 -28%
TSWM
925
Triangle Securities Wealth Management
North Carolina
$2.61M -$28.2K -77 -1%
35 36
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