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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 %
SCA
951
STALEY CAPITAL ADVISERS
Pennsylvania
$2.5M – – –
RAM
952
Ramirez Asset Management
New York
$2.49M -$106K -290 -4%
HCM
953
Hilton Capital Management
New York
$2.49M – – –
RA
954
RFG Advisory
Alabama
$2.49M +$121K +331 +5%
Simplex Trading
955
Simplex Trading
Illinois
$2.48M +$2.48M +6,779 New
VT
956
Vise Technologies
New York
$2.48M -$525K -1,433 -17%
ATWA
957
Arbor Trust Wealth Advisors
Michigan
$2.48M -$27.9K -75 -1%
PCG
958
Prosperity Consulting Group
Maryland
$2.48M +$459K +1,252 +23%
LA
959
Lifeworks Advisors
Michigan
$2.47M +$271K +739 +12%
AAM
960
AR Asset Management
California
$2.46M – – –
NRG
961
Nemes Rush Group
Michigan
$2.45M +$3.3K +9 +0.1%
CWAG
962
Compton Wealth Advisory Group
Virginia
$2.45M +$154K +419 +7%
HKAM
963
Horizon Kinetics Asset Management
New York
$2.45M -$105K -286 -4%
HFM
964
Harvest Fund Management
China
$2.44M +$2.04M +5,575 +510%
HI
965
Harbour Investments
Wisconsin
$2.44M +$111K +302 +5%
OAM
966
Oak Asset Management
California
$2.43M -$22K -60 -0.9%
TWM
967
Trueblood Wealth Management
Ohio
$2.43M -$52.4K -143 -2%
Temasek Holdings
968
Temasek Holdings
Singapore
$2.42M – – –
DJSG
969
D.J. St. Germain
Massachusetts
$2.42M -$28.6K -78 -1%
Two Sigma Investments
970
Two Sigma Investments
New York
$2.42M – – –
RMC
971
Resources Management Corp
Connecticut
$2.42M -$110K -300 -4%
EWM
972
Empirical Wealth Management
Washington
$2.42M -$37.7K -103 -2%
RWM
973
Ritholtz Wealth Management
New York
$2.41M -$347K -948 -13%
WPC
974
Wedmont Private Capital
Pennsylvania
$2.41M +$238K +640 +11%
GSB
975
Greenfield Savings Bank
Massachusetts
$2.39M -$49.8K -136 -2%
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