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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 %
FFB
1326
First Financial Bankshares
Texas
$1.24M +$470K +1,284 +61%
AWM
1327
Avior Wealth Management
Nebraska
$1.23M +$375K +1,024 +44%
AP
1328
Atwood & Palmer
Missouri
$1.23M – – –
ECM
1329
Evergreen Capital Management
Washington
$1.22M +$51.7K +141 +4%
AFA
1330
AA Financial Advisors
Ohio
$1.22M +$1.22M +3,333 New
BCA
1331
Bay Colony Advisors
Massachusetts
$1.22M -$154K -421 -11%
HIC
1332
Hartline Investment Corp
Illinois
$1.22M +$968K +2,642 +387%
SFS
1333
Security Financial Services
Indiana
$1.22M +$2.2K +6 +0.2%
AFG
1334
Allegheny Financial Group
Pennsylvania
$1.21M +$167K +457 +16%
ECG
1335
Edge Capital Group
Georgia
$1.21M -$33K -90 -3%
NB
1336
Nicolet Bankshares
Wisconsin
$1.2M -$2.57K -7 -0.2%
LA
1337
LexAurum Advisors
Kansas
$1.2M -$294K -802 -20%
MMM
1338
Mendel Money Management
Illinois
$1.2M +$4.03K +11 +0.3%
MFG
1339
Magnus Financial Group
New York
$1.2M +$41.4K +113 +4%
Wolverine Trading
1340
Wolverine Trading
Illinois
$1.2M -$6.74M -18,392 -85%
WMP
1341
Wealth Management Partners
Arizona
$1.19M -$117K -320 -9%
TAM
1342
Taurus Asset Management
New York
$1.19M -$110K -300 -8%
BA
1343
Birinyi Associates
Connecticut
$1.19M – – –
TIA
1344
Traphagen Investment Advisors
New Jersey
$1.19M +$1.1K +3 +0.1%
CIM
1345
Corda Investment Management
Texas
$1.19M +$1.19M +3,243 New
MBT
1346
Montecito Bank & Trust
California
$1.19M +$30.4K +83 +3%
AAM
1347
Auxier Asset Management
Oregon
$1.18M – – –
AIM
1348
Aspen Investment Management
Michigan
$1.18M -$91.6K -250 -7%
RPC
1349
Rossmore Private Capital
Connecticut
$1.18M +$11K +30 +0.9%
WE
1350
Wealth Effects
Massachusetts
$1.18M +$366 +1 +0%
52 53
54
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