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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 %
CSI
926
Cross Staff Investments
New York
$2.6M – – –
BP
927
Ballentine Partners
Massachusetts
$2.6M +$465K +1,270 +22%
GCM
928
Gables Capital Management
Florida
$2.59M – – –
CG
929
Caprock Group
Idaho
$2.58M -$1.02M -2,782 -28%
VCA
930
Verdence Capital Advisors
Maryland
$2.57M -$193K -526 -7%
BA
931
BCM Advisors
Louisiana
$2.57M +$25.4K +70 +1%
MWM
932
Modera Wealth Management
New Jersey
$2.57M +$165K +450 +7%
Walleye Capital
933
Walleye Capital
New York
$2.57M +$2.57M +7,005 New
CAM
934
Cozad Asset Management
Illinois
$2.56M +$172K +470 +7%
QIM
935
Quest Investment Management
Oregon
$2.55M – – –
ANTB
936
AMG National Trust Bank
Colorado
$2.55M – – –
RFA
937
Rollins Financial Advisors
New York
$2.55M +$204K +556 +9%
FTWA
938
Fifth Third Wealth Advisors
Ohio
$2.54M +$312K +852 +14%
SSW
939
Stone Summit Wealth
Florida
$2.54M -$227K -620 -8%
TFA
940
Teamwork Financial Advisors
Texas
$2.53M -$4.34M -11,854 -63%
SI
941
Symmetry Investments
Jersey
$2.53M -$550K -1,500 -18%
WI
942
Wintrust Investments
Illinois
$2.53M -$647K -1,765 -20%
FPCP
943
Fort Point Capital Partners
California
$2.52M -$127K -346 -5%
CA
944
CGN Advisors
Kansas
$2.52M -$63.8K -174 -2%
DT
945
Diversified Trust
Tennessee
$2.51M -$300K -818 -11%
CIA
946
Cascade Investment Advisors
Oregon
$2.51M -$58.6K -160 -2%
WAM
947
Worth Asset Management
Texas
$2.51M +$2.51M +6,843 New
WAM
948
Weatherly Asset Management
California
$2.5M -$48.4K -132 -2%
TWP
949
Tyche Wealth Partners
Texas
$2.5M +$44K +120 +2%
IA
950
Inspire Advisors
Idaho
$2.5M +$117K +318 +5%
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