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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 %
WP
1376
WMS Partners
Maryland
$1.13M +$20.9K +57 +2%
IGWM
1377
ICA Group Wealth Management
Colorado
$1.13M -$21.6K -59 -2%
CWM
1378
Concentric Wealth Management
California
$1.13M -$27.5K -75 -2%
BMC
1379
Benin Management Corp
Connecticut
$1.12M +$6.96K +19 +0.6%
BW
1380
Bison Wealth
Georgia
$1.12M -$7.33K -20 -0.7%
UCI
1381
Uncommon Cents Investing
Wisconsin
$1.11M -$11K -30 -1%
BST
1382
Bath Savings Trust
Maine
$1.11M -$15.8K -43 -1%
BEI
1383
Benjamin Edwards Inc
Missouri
$1.11M -$122K -334 -10%
WIC
1384
Wilkins Investment Counsel
Massachusetts
$1.11M +$1.11M +3,035 New
WI
1385
WBI Investments
New Jersey
$1.11M +$1.11M +3,029 New
MFC
1386
Mechanics Financial Corp
Ohio
$1.11M – – –
SI
1387
Saxon Interests
Texas
$1.1M +$843K +2,300 +324%
GA
1388
Geller Advisors
New York
$1.1M -$11.7K -32 -1%
TYCC
1389
Texas Yale Capital Corp
Florida
$1.1M +$18.3K +50 +2%
SACTSONJ
1390
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.1M – – –
TF
1391
Threadgill Financial
Texas
$1.09M +$1.83K +5 +0.2%
FNB
1392
Farmers National Bank
Kentucky
$1.09M -$70.7K -193 -6%
MAM
1393
Martingale Asset Management
Massachusetts
$1.09M -$286K -780 -21%
MCM
1394
Mainstay Capital Management
Michigan
$1.09M -$148K -405 -12%
LWAM
1395
Legacy Wealth Asset Management
Minnesota
$1.09M -$42.1K -115 -4%
MAM
1396
Morse Asset Management
Connecticut
$1.09M +$45.8K +125 +4%
CGH
1397
CMG Global Holdings
Texas
$1.09M – – –
N
1398
Natixis
France
$1.09M -$9.13M -24,906 -89%
APC
1399
Aspire Private Capital
North Carolina
$1.08M +$106K +290 +11%
HBW
1400
Hazlett, Burt & Watson
West Virginia
$1.08M -$17.9K -49 -2%
54 55
56
57 58