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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 %
KA
1401
KLCM Advisors
Wisconsin
$1.08M -$37.7K -103 -3%
HA
1402
Harfst & Associates
Wyoming
$1.08M -$4.76K -13 -0.4%
CFO
1403
CVA Family Office
Colorado
$1.08M +$19.4K +53 +2%
MCM
1404
Manchester Capital Management
Vermont
$1.07M +$17.2K +47 +2%
FIC
1405
FCG Investment Company
Tennessee
$1.07M -$396K -1,082 -27%
WDL
1406
Well Done LLC
Michigan
$1.07M +$88.3K +241 +9%
PFSC
1407
Peoples Financial Services Corp
Pennsylvania
$1.07M -$143K -391 -12%
VC
1408
Veracity Capital
Georgia
$1.07M -$240K -656 -18%
SC
1409
SouthState Corp
Florida
$1.07M -$256K -699 -19%
TCA
1410
Transcend Capital Advisors
New Jersey
$1.07M -$45.4K -124 -4%
BAM
1411
Berkshire Asset Management
Pennsylvania
$1.07M -$107K -293 -9%
CWA
1412
Clarus Wealth Advisors
Arizona
$1.06M -$56.6K -152 -5%
AL
1413
Aspiriant LLC
California
$1.06M -$15K -41 -1%
CIC
1414
Carnegie Investment Counsel
Ohio
$1.06M -$46.2K -126 -4%
TFA
1415
Toth Financial Advisory
Virginia
$1.05M -$50.6K -138 -5%
WTA
1416
Washington Trust Advisors
Massachusetts
$1.05M -$151K -413 -13%
IIC
1417
Ironwood Investment Counsel
Arizona
$1.05M +$366 +1 +0%
VRM
1418
Vectors Research Management
New York
$1.05M -$67.5K -184 -6%
KFS
1419
Kurt F. Somerville
$1.05M – – –
AIC
1420
Archer Investment Corporation
Indiana
$1.05M -$53.5K -146 -5%
FSA
1421
Fort Sheridan Advisors
Illinois
$1.05M +$45.4K +124 +5%
CA
1422
Carson Advisory
Georgia
$1.05M +$1.1K +3 +0.1%
BA
1423
Ballast Advisors
Minnesota
$1.04M -$76.6K -209 -7%
CIA
1424
Compass Ion Advisors
Pennsylvania
$1.04M +$366 +1 +0%
AI
1425
Accredited Investors
Minnesota
$1.04M -$18.7K -51 -2%
55 56
57
58 59