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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 %
GWP
1001
Gen-Wealth Partners
Michigan
$2.27M +$2.27M +6,188 New
WPW
1002
Watershed Private Wealth
Illinois
$2.27M -$11K -30 -0.5%
AI
1003
AXS Investments
New York
$2.25M -$408K -1,113 -15%
OPCM
1004
Osborne Partners Capital Management
California
$2.25M -$23.8K -65 -1%
CT
1005
Coastline Trust
Rhode Island
$2.23M -$44K -120 -2%
SP
1006
Symmetry Partners
Connecticut
$2.22M -$49.1K -134 -2%
BFA
1007
Bragg Financial Advisors
North Carolina
$2.21M -$26K -71 -1%
JFGIW
1008
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.2M +$453K +1,236 +26%
COA
1009
Crown Oak Advisors
California
$2.2M – – –
SIG
1010
Stonegate Investment Group
Alabama
$2.2M +$1.83K +5 +0.1%
KMWM
1011
Keudell/Morrison Wealth Management
Oregon
$2.19M -$5.5K -15 -0.3%
FNBSF
1012
First National Bank Sioux Falls
South Dakota
$2.19M – – –
RG
1013
Richelieu Gestion
France
$2.18M -$1.28M -3,492 -37%
ERIC
1014
Eagle Rock Investment Company
Georgia
$2.17M +$275K +750 +14%
FFA
1015
Farther Finance Advisors
California
$2.17M +$227K +624 +12%
WTB
1016
Washington Trust Bank
Washington
$2.17M +$12.1K +33 +0.6%
SF
1017
Slagle Financial
Illinois
$2.16M -$4.07M -11,119 -65%
DPIM
1018
Duff & Phelps Investment Management
Illinois
$2.16M +$89K +243 +4%
IP
1019
Intellectus Partners
California
$2.15M -$90.9K -248 -4%
WHG
1020
Westwood Holdings Group
Texas
$2.14M -$587K -1,602 -22%
MG
1021
Mather Group
Illinois
$2.14M -$607K -2,052 -22%
BFA
1022
Benedict Financial Advisors
Georgia
$2.14M -$1.1K -3 -0.1%
P
1023
&Partners
Tennessee
$2.13M +$642K +1,752 +43%
IWS
1024
Insight Wealth Strategies
California
$2.13M +$2.13M +5,823 New
CST
1025
Charles Schwab Trust
Nevada
$2.13M -$167K -455 -7%
39 40
41
42 43