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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 %
HNWAG
1276
High Net Worth Advisory Group
Florida
$1.33M +$87.9K +240 +7%
PWMAG
1277
Pinnacle Wealth Management Advisory Group
New Jersey
$1.32M +$18.3K +50 +1%
TNB
1278
Thomasville National Bank
Georgia
$1.32M +$5.86K +16 +0.4%
RGF
1279
Retirement Guys Formula
Ohio
$1.32M -$83.2K -227 -6%
GWP
1280
Gateway Wealth Partners
Wisconsin
$1.31M -$17.2K -47 -1%
JWCA
1281
J.W. Coons Advisors
Ohio
$1.31M – – –
NL
1282
NWAM LLC
Washington
$1.31M -$156K -451 -11%
CAM
1283
Covenant Asset Management
New Jersey
$1.3M +$19.8K +54 +2%
FFO
1284
Fiduciary Family Office
Florida
$1.3M +$182K +496 +16%
BRM
1285
Boston Research & Management
Massachusetts
$1.3M – – –
HWA
1286
HHM Wealth Advisors
Tennessee
$1.3M – – –
FCIM
1287
Fairview Capital Investment Management
California
$1.29M -$36.6K -100 -3%
FPCG
1288
Fort Pitt Capital Group
Pennsylvania
$1.29M -$54.2K -148 -4%
SHFA
1289
SS&H Financial Advisors
Michigan
$1.29M – – –
PFA
1290
Pathway Financial Advisors
Vermont
$1.29M – – –
SGK
1291
Steigerwald Gordon & Koch
Virginia
$1.29M +$6.96K +19 +0.5%
WA
1292
Wealth Architects
California
$1.29M +$2.93K +8 +0.2%
MF
1293
Montis Financial
Massachusetts
$1.29M -$210K -573 -14%
C
1294
Certuity
Florida
$1.29M -$287K -784 -18%
AO
1295
Advisor OS
Illinois
$1.29M +$494K +1,349 +62%
1WM
1296
1900 Wealth Management
Texas
$1.28M -$69.3K -189 -5%
IUHSA
1297
Itau Unibanco Holding S.A.
Brazil
$1.28M +$1.28M +3,504 New
DBIA
1298
Dumont & Blake Investment Advisors
New Jersey
$1.28M +$1.47K +4 +0.1%
WP
1299
Wealthspan Partners
Iowa
$1.28M +$281K +768 +28%
TA
1300
TKG Advisors
Indiana
$1.28M -$1.72M -4,694 -57%
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