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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 %
RW
1626
REDW Wealth
New Mexico
$751K – – –
D
1627
Diversified
Delaware
$750K +$69.6K +190 +10%
AAG
1628
Armstrong Advisory Group
Massachusetts
$750K – – –
LA
1629
Latitude Advisors
Florida
$750K +$45.8K +125 +7%
CS
1630
Capital Square
Tennessee
$750K – – –
WAG
1631
Winthrop Advisory Group
Massachusetts
$744K -$18K -49 -2%
PWM
1632
Paulson Wealth Management
Illinois
$744K -$1.83K -5 -0.2%
BAM
1633
Bosun Asset Management
Illinois
$741K -$31.9K -87 -4%
FAB
1634
First American Bank
Illinois
$736K – – –
FIM
1635
Fernwood Investment Management
Massachusetts
$736K -$220K -600 -23%
JWBC
1636
J.W. Burns & Co
New York
$733K – – –
BCM
1637
Bienville Capital Management
New York
$733K – – –
CC
1638
Constitution Capital
Connecticut
$733K +$36.6K +100 +5%
S
1639
SimplyRich
California
$732K – – –
WFMPM
1640
Woodley Farra Manion Portfolio Management
Indiana
$731K -$45.8K -125 -6%
LFA
1641
Legacy Financial Advisors
Kentucky
$731K +$52K +142 +8%
RFG
1642
Range Financial Group
Oregon
$730K +$13.9K +38 +2%
LMKC
1643
L.M. Kohn & Company
Ohio
$725K +$10.6K +29 +1%
PG
1644
Patten Group
Tennessee
$724K +$1.1K +3 +0.2%
RWP
1645
Ridgecrest Wealth Partners
California
$724K -$91.6K -250 -11%
SWM
1646
Sterling Wealth Management
Illinois
$722K – – –
BMCM
1647
Bryn Mawr Capital Management
Pennsylvania
$722K – – –
CG
1648
Corundum Group
Colorado
$720K -$41.8K -114 -5%
SIC
1649
Shoker Investment Counsel
Ohio
$718K +$2.18K +6 +0.3%
FTIS
1650
First Trust Investment Solutions
Florida
$718K -$24.9K -68 -3%
64 65
66
67 68