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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 %
WCM
1476
Windsor Capital Management
Arizona
$962K -$17.6K -48 -2%
SFS
1477
Stiles Financial Services
Minnesota
$960K -$16.1K -44 -2%
VEA
1478
Virtus ETF Advisers
New York
$960K +$94.9K +259 +11%
AHC
1479
Adell Harriman & Carpenter
Texas
$960K -$106K -289 -10%
QPWM
1480
Quadrant Private Wealth Management
Pennsylvania
$960K +$7.33K +20 +0.8%
HVIA
1481
Hudson Valley Investment Advisors
New York
$956K -$202K -552 -17%
HNB
1482
Hilltop National Bank
Wyoming
$955K +$955K +2,605 New
TBC
1483
Ted Buchan & Co
California
$953K -$17.2K -47 -2%
VCP
1484
Verus Capital Partners
Arizona
$952K -$2.2K -6 -0.2%
BPGAM
1485
BTG Pactual Global Asset Management
Bermuda
$950K +$950K +2,592 New
PHIC
1486
Pine Haven Investment Counsel
Massachusetts
$949K -$9.16K -25 -1%
NG
1487
Northstar Group
New York
$948K -$22K -60 -2%
KF
1488
KKM Financial
Illinois
$944K +$254K +692 +37%
WP
1489
Westmount Partners
California
$943K -$18.3K -50 -2%
WLIM
1490
White Lighthouse Investment Management
Massachusetts
$942K – – –
PWM
1491
Palumbo Wealth Management
New York
$942K -$22.4K -61 -2%
TAM
1492
Titleist Asset Management
Texas
$940K -$275K -751 -23%
NJIM
1493
Nabity-Jensen Investment Management
Nebraska
$940K – – –
BAM
1494
BOS Asset Management
Illinois
$939K – – –
HCA
1495
Heck Capital Advisors
Wisconsin
$939K +$733 +2 +0.1%
HWA
1496
Heritage Wealth Advisors
Virginia
$937K – – –
WC
1497
Woodstock Corp
Massachusetts
$936K – – –
HWM
1498
Horizon Wealth Management
Illinois
$930K -$49.8K -136 -5%
BIM
1499
Bridges Investment Management
Nebraska
$929K -$733K -2,000 -44%
DAS
1500
Diversify Advisory Services
Utah
$926K +$926K +2,547 New
58 59
60
61 62