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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 %
AA
1301
Advisory Alpha
Michigan
$1.28M -$146K -399 -10%
SFFS
1302
Stonehage Fleming Financial Services
Jersey
$1.28M +$640K +2,795 +100%
LAM
1303
Lakewood Asset Management
Illinois
$1.27M +$281K +766 +28%
P
1304
Pitcairn
Pennsylvania
$1.27M +$76.2K +208 +6%
BAM
1305
Belpointe Asset Management
Nevada
$1.27M +$216K +589 +20%
MFF
1306
Mango Five Family
Nevada
$1.27M – – –
SC
1307
Savoie Capital
Illinois
$1.27M +$1.27M +3,465 New
WI
1308
WrapManager Inc
California
$1.27M +$485K +1,323 +62%
MCM
1309
McKinley Capital Management
Alaska
$1.27M -$55K -150 -4%
DG
1310
DMC Group
Alabama
$1.27M -$16.9K -46 -1%
PCG
1311
PFC Capital Group
California
$1.27M +$45.8K +125 +4%
KFS
1312
Keynote Financial Services
Connecticut
$1.26M +$1.26M +3,449 New
TIA
1313
Tiemann Investment Advisors
California
$1.26M +$3.66K +10 +0.3%
FHC
1314
First Heartland Consultants
Missouri
$1.26M +$40.3K +110 +3%
VCWA
1315
Vanguard Capital Wealth Advisors
Colorado
$1.26M +$78.1K +213 +7%
MC
1316
Maverick Capital
Texas
$1.26M +$1.26M +3,425 New
RMDI
1317
R.M. Davis Inc
Maine
$1.25M -$30.1K -82 -2%
RFG
1318
RFP Financial Group
Georgia
$1.25M -$67.8K -185 -5%
TCM
1319
Telos Capital Management
California
$1.25M -$20.5K -56 -2%
FFA
1320
Founders Financial Alliance
North Carolina
$1.25M +$516K +1,407 +71%
ALC
1321
Alexander Labrunerie & Co
Missouri
$1.24M +$1.24M +3,393 New
SIM
1322
Stratos Investment Management
Ohio
$1.24M +$55.3K +151 +5%
JWA
1323
JFS Wealth Advisors
Pennsylvania
$1.24M -$5.86K -16 -0.5%
CW
1324
CIC Wealth
Maryland
$1.24M -$4.4K -12 -0.4%
WQ
1325
Wealth Quarterback
New Jersey
$1.24M -$49.8K -136 -4%
51 52
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