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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 %
TPI
1076
Trust Point Inc
Wisconsin
$1.92M +$35.9K +98 +2%
WIC
1077
Woodmont Investment Counsel
Tennessee
$1.91M +$61.9K +169 +3%
AWM
1078
Accurate Wealth Management
Florida
$1.91M +$1.42K +4 +0.1%
IWA
1079
IBEX Wealth Advisors
New Jersey
$1.91M +$1.91M +7,958 +397,900%
EWA
1080
Exencial Wealth Advisors
Oklahoma
$1.91M -$162K -441 -8%
HI
1081
Horizon Investments
North Carolina
$1.91M +$23.7K +65 +1%
AWM
1082
Allen Wealth Management
North Carolina
$1.9M -$137K -375 -7%
GI
1083
GAMMA Investing
California
$1.89M +$283K +773 +18%
SCM
1084
SOL Capital Management
Maryland
$1.89M -$11K -30 -0.6%
BCWM
1085
Bartlett & Co Wealth Management
Ohio
$1.89M +$40.7K +111 +2%
IAIM
1086
International Assets Investment Management
Florida
$1.88M +$46.2K +127 +3%
GPA
1087
Garrison Point Advisors
California
$1.88M +$9.16K +25 +0.5%
NFA
1088
Northern Financial Advisors
Michigan
$1.88M -$28.2K -77 -1%
GWSG
1089
GPS Wealth Strategies Group
Colorado
$1.88M +$71.5K +195 +4%
CA
1090
Clearstead Advisors
Ohio
$1.86M -$33.5K -94 -2%
GLR
1091
Great Lakes Retirement
Ohio
$1.86M +$66.3K +181 +4%
GC
1092
Gilbert & Cook
Iowa
$1.86M +$6.96K +19 +0.4%
GC
1093
Garde Capital
Washington
$1.86M -$14.6K -40 -0.8%
WFM
1094
Wolff Financial Management
Michigan
$1.86M -$17.6K -48 -0.9%
FCA
1095
FinTrust Capital Advisors
South Carolina
$1.85M +$250K +682 +16%
PA
1096
Probity Advisors
Texas
$1.85M -$110K -300 -6%
DSCM
1097
Del-Sette Capital Management
New York
$1.85M +$1.85M +5,045 New
PCM
1098
Princeton Capital Management
New Jersey
$1.85M -$119K -324 -6%
MCM
1099
Mengis Capital Management
Oregon
$1.84M +$1.32M +3,590 +250%
ZCM
1100
Ziegler Capital Management
Illinois
$1.84M -$59.4K -1,102 -3%
42 43
44
45 46