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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 %
CIAS
1126
Capital Investment Advisory Services
North Carolina
$1.75M +$95.6K +261 +6%
CGL
1127
Clarius Group LLC
Washington
$1.74M -$170K -463 -9%
IIA
1128
IPG Investment Advisors
California
$1.74M -$2M -5,450 -53%
IFWM
1129
Institute for Wealth Management
Colorado
$1.74M -$120K -328 -6%
MNBTD
1130
Moody National Bank Trust Division
Texas
$1.74M -$3.3K -9 -0.2%
CCG
1131
Cypress Capital Group
Florida
$1.74M -$9.16K -25 -0.5%
CV
1132
Counterweight Ventures
North Carolina
$1.74M +$1.74M +4,739 New
XF
1133
XML Financial
Maryland
$1.73M -$780K -2,128 -31%
EIA
1134
Eldridge Investment Advisors
New Hampshire
$1.73M – – –
WPW
1135
Waldron Private Wealth
Pennsylvania
$1.73M +$82.4K +225 +5%
CFG
1136
Cooper Financial Group
California
$1.73M +$150K +409 +9%
AWA
1137
Aaron Wealth Advisors
Illinois
$1.73M +$101K +275 +6%
TBA
1138
Tower Bridge Advisors
Pennsylvania
$1.72M -$51.3K -140 -3%
PWG
1139
Portside Wealth Group
Utah
$1.72M +$335K +914 +24%
SIG
1140
Sargent Investment Group
Maryland
$1.72M -$989K -2,700 -37%
DI
1141
Diligent Investors
California
$1.72M -$12.1K -33 -0.7%
FTC
1142
Farmers Trust Company
Ohio
$1.71M +$67.8K +185 +4%
LTAS
1143
Linden Thomas Advisory Services
North Carolina
$1.71M +$1.71M +4,674 New
MMA
1144
Miracle Mile Advisors
California
$1.71M +$122K +334 +8%
FCB
1145
First County Bank
Connecticut
$1.7M -$127K -346 -7%
XWM
1146
Xcel Wealth Management
Florida
$1.7M -$146K -398 -8%
ISL
1147
Ingalls & Snyder LLC
New York
$1.7M -$74K -202 -4%
GCM
1148
Genus Capital Management
British Columbia, Canada
$1.7M +$1.7M +4,639 New
FAM
1149
Flaharty Asset Management
Florida
$1.7M -$22.4K -61 -1%
CCA
1150
Cobblestone Capital Advisors
New York
$1.7M +$36.6K +100 +2%
44 45
46
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