CAT icon

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 %
EHC
1251
Everett Harris & Co
California
$1.39M +$90.5K +247 +7%
OHIS
1252
Oak Harvest Investment Services
Texas
$1.38M -$22.4K -61 -2%
MSWM
1253
McGlone Suttner Wealth Management
Wisconsin
$1.37M +$203K +555 +17%
RIA
1254
Regal Investment Advisors
Michigan
$1.37M -$31.9K -87 -2%
IC
1255
Inscription Capital
Texas
$1.37M +$343K +935 +33%
FIM
1256
Freedom Investment Management
Connecticut
$1.37M +$75.5K +206 +6%
UAML
1257
US Asset Management LLC
Pennsylvania
$1.37M -$15.8K -43 -1%
CWM
1258
Circle Wealth Management
New Jersey
$1.36M +$1.1K +3 +0.1%
RB
1259
Rodgers Brothers
Pennsylvania
$1.36M – – –
EWA
1260
EverSource Wealth Advisors
Alabama
$1.36M +$567K +1,696 +72%
WG
1261
Winton Group
United Kingdom
$1.36M +$1.36M +3,707 New
MTIC
1262
Missouri Trust & Investment Company
Missouri
$1.36M +$119K +325 +10%
LWA
1263
Lantern Wealth Advisors
New York
$1.36M +$1.1K +3 +0.1%
PAM
1264
Paradigm Asset Management
New York
$1.36M – – –
PMSA
1265
Patrick M. Sweeney & Associates
Illinois
$1.35M +$31.5K +86 +2%
BFG
1266
Berger Financial Group
Minnesota
$1.35M +$635K +1,734 +89%
MHIC
1267
Marble Harbor Investment Counsel
Massachusetts
$1.35M – – –
OAM
1268
Ostrum Asset Management
France
$1.35M – – –
RWA
1269
Rooted Wealth Advisors
Illinois
$1.35M -$11.7K -32 -0.9%
FFS
1270
Founders Financial Securities
Maryland
$1.34M +$35.9K +98 +3%
IP
1271
Investment Partners
Ohio
$1.34M +$1.47K +4 +0.1%
LWL
1272
Leo Wealth LLC
Texas
$1.34M +$8.37K +23 +0.6%
CG
1273
Cynosure Group
Utah
$1.33M -$1.59M -4,346 -54%
SFA
1274
Souders Financial Advisors
Ohio
$1.33M +$36.3K +99 +3%
RCAG
1275
Rehmann Capital Advisory Group
Michigan
$1.33M +$57.2K +156 +5%
49 50
51
52 53