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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 %
CT
1351
Colonial Trust
South Carolina
$1.17M +$12.8K +35 +1%
KWMG
1352
King Wealth Management Group
Florida
$1.17M +$17.2K +47 +1%
WAM
1353
WealthTrust Asset Management
Florida
$1.17M -$60.1K -164 -5%
EP
1354
Eudaimonia Partners
Tennessee
$1.17M -$25.6K -70 -2%
CB
1355
CNB Bank
Pennsylvania
$1.16M -$44K -120 -4%
GG
1356
Gleason Group
Kentucky
$1.16M -$86.9K -237 -7%
PWA
1357
Provenance Wealth Advisors
Florida
$1.16M +$9.16K +25 +0.8%
SAM
1358
SignalPoint Asset Management
Missouri
$1.16M +$733 +2 +0.1%
GPA
1359
Guerra Pan Advisors
New Jersey
$1.16M +$188K +513 +19%
VWM
1360
Venturi Wealth Management
Texas
$1.16M +$909K +2,481 +365%
1WA
1361
180 Wealth Advisors
Washington
$1.15M +$324K +883 +39%
MJP
1362
Michael J. Puzo
$1.15M -$91.6K -250 -7%
SFG
1363
Summit Financial Group
West Virginia
$1.15M -$77K -210 -6%
MCM
1364
Mitchell Capital Management
Kansas
$1.15M -$55K -150 -5%
WCM
1365
Washburn Capital Management
Florida
$1.15M +$136K +372 +13%
MFG
1366
Menard Financial Group
Texas
$1.14M -$116K -316 -9%
HH
1367
Hilltop Holdings
Texas
$1.14M -$144K -394 -11%
CAM
1368
Costello Asset Management
Pennsylvania
$1.14M -$174K -475 -13%
SAM
1369
Sawgrass Asset Management
Florida
$1.14M +$36.6K +100 +3%
MIC
1370
Means Investment Company
Maine
$1.13M +$15K +41 +1%
GC
1371
Grimes & Company
Massachusetts
$1.13M -$366 -1 -0%
TPCW
1372
TD Private Client Wealth
New York
$1.13M -$333K -910 -23%
RL
1373
Rogco LP
Oklahoma
$1.13M +$31.1K +85 +3%
GWM
1374
Gray Wealth Management
Maine
$1.13M -$20.5K -56 -2%
VWA
1375
Visionary Wealth Advisors
Illinois
$1.13M -$79.1K -216 -7%
53 54
55
56 57