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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 %
SB
1176
Strategic Blueprint
Georgia
$1.61M +$6.96K +19 +0.4%
WCAMG
1177
Woodard & Company Asset Management Group
North Carolina
$1.61M +$104K +284 +7%
AIS
1178
AM Investment Strategies
Tennessee
$1.61M – – –
RIA
1179
Realta Investment Advisors
Delaware
$1.6M -$83.9K -229 -5%
VWM
1180
Vivid Wealth Management
Iowa
$1.6M -$50.9K -139 -3%
QPBE
1181
Quintet Private Bank (Europe)
Luxembourg
$1.6M +$1.29M +3,061 +407%
CFS
1182
CRA Financial Services
New Jersey
$1.6M +$183K +500 +13%
AIC
1183
Argus Investors Counsel
New York
$1.6M -$823K -2,245 -34%
VIG
1184
Vienna Insurance Group
Poland
$1.59M -$103K -282 -6%
BHA
1185
Beech Hill Advisors
New York
$1.59M +$36.6K +100 +2%
IGGA
1186
Iron Gate Global Advisors
Utah
$1.59M +$1.46K +4 +0.1%
RCI
1187
RS Crum Inc
California
$1.58M -$38.5K -105 -2%
TPWA
1188
TRUE Private Wealth Advisors
Oregon
$1.58M -$3.67K -10 -0.2%
SIA
1189
Sit Investment Associates
Minnesota
$1.58M – – –
BAM
1190
Byrne Asset Management
New Jersey
$1.57M -$52.4K -143 -3%
VCMGDR
1191
Vinland Capital Management Gestora de Recursos
Brazil
$1.57M +$1.57M +4,277 New
ANB
1192
Amarillo National Bank
Texas
$1.56M -$294K -803 -16%
AWA
1193
Acorn Wealth Advisors
Michigan
$1.56M +$110K +301 +8%
CIC
1194
Crawford Investment Counsel
Georgia
$1.56M +$189K +516 +14%
DIM
1195
Delta Investment Management
California
$1.56M -$6.23K -17 -0.4%
CFP
1196
Catalyst Financial Partners
Massachusetts
$1.55M +$13.3K +37 +0.9%
RCM
1197
Raleigh Capital Management
North Carolina
$1.55M +$78.8K +215 +5%
DF
1198
Donoghue Forlines
Massachusetts
$1.55M -$283K -771 -15%
SC
1199
Solstein Capital
California
$1.54M – – –
KIG
1200
Kowal Investment Group
Wisconsin
$1.54M +$45.4K +124 +3%
46 47
48
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