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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 %
OC
976
Oarsman Capital
Wisconsin
$2.39M -$454K -1,240 -16%
MWM
977
Massachusetts Wealth Management
Massachusetts
$2.38M +$101K +275 +4%
AIA
978
Affinity Investment Advisors
California
$2.37M -$13.9K -38 -0.6%
CFG
979
Citizens Financial Group
Rhode Island
$2.37M -$634K -1,729 -21%
MC
980
Mirabaud & Cie
Switzerland
$2.36M -$535K -1,460 -18%
WP
981
WealthPLAN Partners
Nebraska
$2.35M -$366 -1 -0%
BL
982
Balentine LLC
Georgia
$2.34M +$773K +2,111 +49%
NS
983
NBC Securities
Alabama
$2.34M -$125K -342 -5%
BJL
984
Brighton Jones LLC
Washington
$2.34M +$281K +767 +14%
APM
985
Advanced Portfolio Management
New York
$2.33M +$2.33M +6,367 New
WorldQuant Millennium Advisors
986
WorldQuant Millennium Advisors
New York
$2.33M +$240K +654 +11%
SPG
987
Strategic Planning Group
Utah
$2.33M +$163K +445 +8%
LGF
988
LGT Group Foundation
Liechtenstein
$2.33M -$183K -500 -7%
TSW
989
Thompson Siegel & Walmsley
Virginia
$2.31M -$15K -41 -0.6%
GLA
990
Good Life Advisors
Pennsylvania
$2.31M +$47.3K +129 +2%
QCG
991
Quadrant Capital Group
Ohio
$2.31M -$157K -428 -6%
WBCM
992
Wilson & Boucher Capital Management
California
$2.3M -$254K -694 -10%
FCP
993
Fidelis Capital Partners
Florida
$2.28M +$682K +1,861 +43%
RWA
994
River Wealth Advisors
Pennsylvania
$2.28M +$173K +471 +8%
CCA
995
Checchi Capital Advisers
California
$2.28M +$31.5K +86 +1%
HTC
996
Haverford Trust Company
Pennsylvania
$2.27M +$36.6K +100 +2%
MWM
997
Mission Wealth Management
California
$2.27M +$656K +1,789 +40%
EHWM
998
Eads & Heald Wealth Management
Georgia
$2.27M -$61.6K -168 -3%
ZIG
999
Zurich Insurance Group
Switzerland
$2.27M +$2.27M +6,200 New
FFM
1000
Forum Financial Management
Illinois
$2.27M -$25.7K -70 -1%
38 39
40
41 42