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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 %
CPA
1201
Cardiff Park Advisors
California
$1.54M +$5.5K +15 +0.4%
NF
1202
Norwood Financial
Pennsylvania
$1.54M +$21.6K +59 +1%
WAM
1203
Werlinich Asset Management
Connecticut
$1.54M – – –
RBFC
1204
Roman Butler Fullerton & Co
Missouri
$1.53M +$30K +84 +2%
EB
1205
Eastern Bank
Massachusetts
$1.53M -$72.6K -198 -5%
First Manhattan
1206
First Manhattan
New York
$1.52M +$39.9K +108 +3%
ST
1207
Smithfield Trust
Pennsylvania
$1.52M -$34.8K -95 -2%
SAA
1208
Southeast Asset Advisors
Georgia
$1.52M +$2.2K +6 +0.1%
BP
1209
BBR Partners
New York
$1.51M +$1.51M +4,132 New
IWA
1210
IVC Wealth Advisors
Pennsylvania
$1.51M +$46.5K +127 +3%
WR
1211
WD Rutherford
Oregon
$1.51M -$23.8K -65 -2%
MFA
1212
Mayflower Financial Advisors
Massachusetts
$1.51M +$28.9K +79 +2%
LOPW
1213
Live Oak Private Wealth
North Carolina
$1.5M – – –
LF
1214
Lantz Financial
Illinois
$1.49M -$4.4K -12 -0.3%
BHIA
1215
Birch Hill Investment Advisors
Massachusetts
$1.48M -$60.5K -165 -4%
KJHP
1216
K.J. Harrison & Partners
Ontario, Canada
$1.48M +$16.1K +44 +1%
ZIC
1217
ZWJ Investment Counsel
Georgia
$1.48M +$22K +60 +2%
EFA
1218
Evernest Financial Advisors
Indiana
$1.48M +$116K +326 +8%
SFG
1219
SNS Financial Group
Minnesota
$1.47M -$13.6K -37 -0.9%
WWM
1220
Western Wealth Management
Colorado
$1.47M -$960K -2,621 -40%
9WM
1221
9258 Wealth Management
Ohio
$1.47M +$59.7K +163 +4%
SC
1222
Saybrook Capital
North Carolina
$1.47M – – –
VFM
1223
Viking Fund Management
North Dakota
$1.47M -$183K -500 -11%
IA
1224
IFP Advisors
Florida
$1.47M -$610K -1,665 -29%
MA
1225
MONECO Advisors
Connecticut
$1.46M +$440K +1,200 +43%
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