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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 %
RIG
1551
RiverFront Investment Group
Virginia
$847K -$21.3M -58,122 -96%
FHWM
1552
Fox Hill Wealth Management
Massachusetts
$846K +$121K +330 +17%
ACGA
1553
Atlanta Consulting Group Advisors
Georgia
$846K +$846K +2,308 New
CWM
1554
Cahaba Wealth Management
Georgia
$836K +$23.1K +63 +3%
AC
1555
Avestar Capital
New York
$834K +$169K +461 +25%
IB
1556
Intrust Bank
Kansas
$833K +$14.3K +39 +2%
SAM
1557
Smartleaf Asset Management
Massachusetts
$833K +$232K +637 +39%
MIC
1558
Maxi Investments CY
Cyprus
$833K +$833K +2,272 New
CAM
1559
Close Asset Management
United Kingdom
$831K -$104K -284 -11%
BHPW
1560
Beverly Hills Private Wealth
California
$830K +$2.57K +7 +0.3%
AWM
1561
Aberdeen Wealth Management
Illinois
$829K – – –
NFSG
1562
Newbridge Financial Services Group
Florida
$825K +$113K +308 +16%
GAMC
1563
Garner Asset Management Corp
Texas
$823K -$1.47K -4 -0.2%
CCG
1564
Catalina Capital Group
California
$822K +$377K +1,030 +85%
PAMG
1565
Patton Albertson Miller Group
Tennessee
$822K -$73.3K -200 -8%
SFSG
1566
Sound Financial Strategies Group
Mississippi
$822K -$33.3K -91 -4%
GF
1567
Gries Financial
Ohio
$820K +$820K +2,238 New
MGWM
1568
Marks Group Wealth Management
Minnesota
$819K – – –
CP
1569
Canopy Partners
Ohio
$818K +$52.4K +143 +7%
CAM
1570
Cypress Asset Management
Texas
$817K -$38.4K -100 -4%
T
1571
Tidemark
California
$815K +$26K +71 +3%
PP
1572
PDS Planning
Ohio
$814K +$39.6K +108 +5%
NEI
1573
Northwest & Ethical Investments
Ontario, Canada
$813K +$813K +2,220 New
FH
1574
FWG Holdings
Florida
$812K +$112K +317 +16%
PA
1575
PSI Advisors
Florida
$812K -$164K -448 -17%
61 62
63
64 65