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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 %
JIC
1451
Joel Isaacson & Co
New York
$1M +$366 +1 +0%
CI
1452
CX Institutional
Indiana
$1M -$47.6K -130 -5%
PF
1453
Prosperitas Financial
California
$998K -$38.8K -106 -4%
NL
1454
NVWM LLC
Pennsylvania
$996K -$93.8K -256 -9%
WAAG
1455
Wealth Alliance Advisory Group
Kansas
$994K +$743K +2,027 +296%
CFA
1456
Cahill Financial Advisors
Minnesota
$991K -$193K -527 -16%
WP
1457
Waycross Partners
Kentucky
$989K – – –
HIP
1458
HUB Investment Partners
Texas
$986K +$89.4K +244 +10%
AAB
1459
ABN AMRO Bank
Netherlands
$986K -$612K -1,670 -38%
LA
1460
LVW Advisors
New York
$985K +$341K +930 +53%
EIP
1461
Epoch Investment Partners
New York
$984K -$41.4K -113 -4%
RWMG
1462
Redwood Wealth Management Group
New Jersey
$981K -$126K -343 -11%
SIM
1463
Sentry Investment Management
Wisconsin
$980K – – –
AA
1464
Ancora Advisors
Ohio
$975K – – –
MW
1465
Marcum Wealth
Ohio
$975K -$203K -554 -17%
QWM
1466
Quadcap Wealth Management
Texas
$972K -$73.3K -200 -7%
SAM
1467
Sompo Asset Management
Japan
$971K +$58.6K +160 +6%
GM
1468
GeoWealth Management
Illinois
$970K -$767K -2,092 -44%
VST
1469
Van Strum & Towne
California
$969K +$73.3K +200 +8%
KFC
1470
Klingenstein Fields & Co
New York
$968K -$22K -60 -2%
APA
1471
Astoria Portfolio Advisors
New York
$968K -$11.3K -31 -1%
CAM
1472
Cidel Asset Management
Ontario, Canada
$967K -$18.7K -51 -2%
PWMG
1473
Prestige Wealth Management Group
New Jersey
$964K -$733 -2 -0.1%
FFG
1474
Fortem Financial Group
California
$964K -$165K -451 -15%
BIG
1475
Brooklyn Investment Group
New York
$964K +$16K +44 +2%
57 58
59
60 61