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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 %
SCM
1026
Spreng Capital Management
Ohio
$2.13M +$3.3K +9 +0.2%
PWM
1027
Pinnacle Wealth Management
California
$2.13M -$1.5M -4,089 -41%
RT
1028
Rockland Trust
Massachusetts
$2.11M -$482K -1,315 -19%
CSA
1029
Cottage Street Advisors
Massachusetts
$2.11M +$14.3K +39 +0.7%
NW
1030
Naviter Wealth
Arkansas
$2.11M -$94.2K -257 -4%
LC
1031
Lindbrook Capital
California
$2.1M +$71.8K +196 +4%
PWSG
1032
Pacific Wealth Strategies Group
California
$2.1M +$68.2K +186 +3%
MWM
1033
Mattern Wealth Management
Kansas
$2.09M +$366 +1 +0%
WA
1034
WBH Advisory
Maryland
$2.08M -$1.47K -4 -0.1%
CAG
1035
Csenge Advisory Group
Florida
$2.08M -$373K -1,019 -15%
AWE
1036
Avidian Wealth Enterprises
Texas
$2.07M +$70K +191 +3%
JSL
1037
JT Stratford LLC
Georgia
$2.07M +$653K +1,783 +46%
BMC
1038
Beaton Management Company
Massachusetts
$2.07M – – –
NFG
1039
Nations Financial Group
Iowa
$2.07M +$145K +396 +8%
SC
1040
Syon Capital
California
$2.07M -$1.96M -5,339 -49%
IHL
1041
Investment House LLC
California
$2.06M – – –
PFBT
1042
Parkside Financial Bank & Trust
Missouri
$2.05M +$203K +553 +11%
SFP
1043
Shepherd Financial Partners
Massachusetts
$2.05M +$9.16K +25 +0.4%
CWP
1044
CFM Wealth Partners
Texas
$2.05M -$36.6K -100 -2%
PVI
1045
Pine Valley Investments
New Jersey
$2.04M -$148K -403 -7%
AMG
1046
Advisors Management Group
Wisconsin
$2.03M -$24.2K -66 -1%
AWA
1047
Arkadios Wealth Advisors
Georgia
$2.03M -$127K -346 -6%
SIA
1048
Schear Investment Advisers
Ohio
$2.02M +$230K +627 +13%
CWM
1049
Connecticut Wealth Management
Connecticut
$2.02M -$366 -1 -0%
TNA
1050
True North Advisors
Texas
$2.01M -$733 -2 -0%
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42
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