CAT icon

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 %
GFS
1051
GYL Financial Synergies
Connecticut
$2.01M +$69.3K +189 +4%
CRC
1052
Curi RMB Capital
Illinois
$2.01M -$4.03K -11 -0.2%
LCGC
1053
Legacy Capital Group California
California
$2.01M +$663K +1,810 +49%
AW
1054
Alaethes Wealth
Nevada
$1.99M -$3.66K -10 -0.2%
LRPA
1055
L. Roy Papp & Associates
Arizona
$1.99M -$733K -2,000 -27%
LHC
1056
Little House Capital
Massachusetts
$1.99M -$604K -1,648 -23%
ITIM
1057
Indiana Trust & Investment Management
Indiana
$1.98M -$31.1K -85 -2%
GEA
1058
Glen Eagle Advisors
New Jersey
$1.98M +$123K +335 +7%
CI
1059
Cigna Investments
Connecticut
$1.98M -$18.7K -51 -0.9%
BHCM
1060
Brevan Howard Capital Management
Jersey
$1.98M -$972K -2,652 -33%
HPC
1061
HM Payson & Co
Maine
$1.97M +$733 +2 +0%
CCM
1062
Chilton Capital Management
Texas
$1.97M -$28.5M -77,669 -94%
SA
1063
Strategic Advisors
New York
$1.97M -$2.07M -5,656 -51%
SAM
1064
Sequent Asset Management
Texas
$1.97M – – –
CFGS
1065
Concourse Financial Group Securities
Alabama
$1.97M +$733 +2 +0%
ITFISA
1066
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.96M +$1.02M +2,912 +109%
CIA
1067
Cladis Investment Advisory
Montana
$1.95M +$33.7K +92 +2%
WG
1068
Wealth Group
North Carolina
$1.94M +$1.94M +5,292 New
GIM
1069
Guardian Investment Management
California
$1.94M – – –
WOC
1070
West Oak Capital
California
$1.94M +$280K +765 +17%
AWAG
1071
ARS Wealth Advisors Group
Florida
$1.93M -$4.03K -11 -0.2%
BP
1072
BNP Paribas
France
$1.93M +$1.93M +5,276 New
CPC
1073
Cookson Peirce & Co
Pennsylvania
$1.93M +$5.5K +15 +0.3%
KA
1074
Kovack Advisors
Florida
$1.93M +$32.6K +89 +2%
CC
1075
Courier Capital
New York
$1.93M -$10.3K -28 -0.5%
41 42
43
44 45