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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 %
JSW
1651
Journey Strategic Wealth
New Jersey
$718K +$380K +1,036 +112%
GAA
1652
Guardian Asset Advisors
Pennsylvania
$717K +$366 +1 +0.1%
AIM
1653
Athena Investment Management
California
$717K -$90.5K -247 -11%
BFWM
1654
Bright Futures Wealth Management
New York
$717K +$717K +2,189 New
OWM
1655
OneAscent Wealth Management
Alabama
$716K +$299K +816 +72%
CPIG
1656
Chicago Partners Investment Group
Illinois
$711K +$32.3K +89 +5%
PL
1657
Plancorp LLC
Missouri
$711K +$41.8K +114 +6%
CHA
1658
Carmichael Hill & Associates
Maryland
$711K +$366 +1 +0.1%
EGWAG
1659
Elwood & Goetz Wealth Advisory Group
Georgia
$702K – – –
PEA
1660
Park Edge Advisors
Ohio
$700K +$700K +1,909 New
BFC
1661
Bedel Financial Consulting
Indiana
$699K +$32.6K +89 +5%
SAF
1662
Smith Anglin Financial
Texas
$697K +$28.9K +79 +4%
RSVP
1663
Ramsay Stattman Vela & Price
Colorado
$696K – – –
SIS
1664
Sound Income Strategies
Florida
$696K +$178K +485 +34%
ZIG
1665
Zullo Investment Group
Pennsylvania
$696K +$21.3K +58 +3%
CBFP
1666
Cedar Brook Financial Partners
Ohio
$695K -$11.4K -31 -2%
AP
1667
Appleton Partners
Massachusetts
$694K -$277K -757 -29%
VCM
1668
Virtue Capital Management
Tennessee
$689K -$539K -1,473 -44%
IIM
1669
InTrack Investment Management
Vermont
$688K -$254K -692 -27%
CCWM
1670
Cassaday & Co Wealth Management
Virginia
$688K +$82.8K +226 +14%
CWM
1671
Centurion Wealth Management
Virginia
$688K -$11.7K -32 -2%
MHWM
1672
Montz Harcus Wealth Management
Louisiana
$685K +$3.3K +9 +0.5%
TF
1673
Trek Financial
Arizona
$684K +$684K +1,868 New
SP
1674
Stonebrook Private
Michigan
$684K -$2.93K -8 -0.4%
HGWM
1675
Horst & Graben Wealth Management
Oregon
$684K +$1.47K +4 +0.2%
65 66
67
68 69