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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 %
SWM
1151
Silverlake Wealth Management
Vermont
$1.69M -$41.8K -114 -2%
BCP
1152
Blue Chip Partners
Michigan
$1.69M -$24.9K -68 -1%
LSPW
1153
Lake Street Private Wealth
Illinois
$1.68M +$209K +570 +14%
SFG
1154
SevenBridge Financial Group
Pennsylvania
$1.67M -$266K -791 -14%
ACG
1155
Allen Capital Group
Nebraska
$1.67M +$54.2K +148 +3%
SIA
1156
Strategic Investment Advisors
Michigan
$1.66M -$633K -1,728 -28%
AAM
1157
Aureus Asset Management
Massachusetts
$1.66M +$42.1K +115 +3%
WC
1158
Westhampton Capital
North Carolina
$1.65M – – –
FLPIM
1159
F.L. Putnam Investment Management
Massachusetts
$1.65M +$147K +401 +10%
NSB
1160
Norway Savings Bank
Maine
$1.65M +$8.06K +22 +0.5%
WFS
1161
Widmann Financial Services
Maryland
$1.65M -$51.3K -140 -3%
BG
1162
Bahl & Gaynor
Ohio
$1.65M +$9.16K +25 +0.6%
HFA
1163
High Falls Advisors
New York
$1.64M +$1.47K +4 +0.1%
CWG
1164
Cornerstone Wealth Group
North Carolina
$1.64M +$1.22M +3,336 +291%
TCWM
1165
Total Clarity Wealth Management
Illinois
$1.64M -$20.5K -56 -1%
WT
1166
Washington Trust
Rhode Island
$1.63M +$65.2K +178 +4%
CRIG
1167
Charter Research & Investment Group
Connecticut
$1.63M -$104K -283 -6%
MWM
1168
Mittelman Wealth Management
Massachusetts
$1.63M +$1.63M +4,443 New
LA
1169
Legacy Advisors
Pennsylvania
$1.62M -$444K -1,211 -21%
PP
1170
Paloma Partners
Connecticut
$1.62M +$1.62M +4,416 New
TNBTD
1171
Trustmark National Bank Trust Department
Mississippi
$1.62M +$256K +699 +19%
BTWM
1172
Baker Tilly Wealth Management
Wisconsin
$1.61M -$113K -309 -7%
BFO
1173
Biltmore Family Office
North Carolina
$1.61M – – –
WDC
1174
Woodward Diversified Capital
California
$1.61M +$67.4K +184 +4%
NQWM
1175
Northwest Quadrant Wealth Management
Oregon
$1.61M +$5.5K +15 +0.3%
45 46
47
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