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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 %
Harris Associates
1701
Harris Associates
Illinois
$660K – – –
SFB
1702
STAR Financial Bank
Indiana
$660K +$15.8K +43 +2%
SCA
1703
Sassicaia Capital Advisers
New York
$660K +$660K +1,800 New
AGAM
1704
Audent Global Asset Management
California
$658K +$733 +2 +0.1%
EI
1705
EDMP Inc
Florida
$657K – – –
CA
1706
Cornerstone Advisory
Maryland
$654K +$42.9K +117 +7%
BWM
1707
Benchmark Wealth Management
Connecticut
$654K +$366 +1 +0.1%
LA
1708
Lakeside Advisors
Washington
$653K +$366 +1 +0.1%
FC
1709
FCA Corp
Texas
$653K +$213K +582 +49%
LF
1710
LifeSteps Financial
California
$652K +$7.33K +20 +1%
SFO
1711
Stokes Family Office
Louisiana
$650K +$101K +275 +18%
SMH
1712
Sanders Morris Harris
Texas
$650K +$650K +1,775 New
SAI
1713
Savvy Advisors Inc
New York
$650K +$56.4K +154 +10%
GS
1714
GTS Securities
New York
$649K -$1.21M -3,290 -65%
PP
1715
Pacifica Partners
Canada
$648K -$7.11K -20 -1%
BFM
1716
Boston Financial Management
Massachusetts
$648K – – –
PWM
1717
PBMares Wealth Management
Virginia
$646K +$19.1K +52 +3%
KBFS
1718
Kohmann Bosshard Financial Services
Ohio
$646K +$68.5K +187 +12%
HWM
1719
Hohimer Wealth Management
Washington
$644K +$36.6K +100 +6%
RDWM
1720
Red Door Wealth Management
Tennessee
$642K -$12.1K -33 -2%
Loomis, Sayles & Company
1721
Loomis, Sayles & Company
Massachusetts
$640K -$54.3K -148 -8%
SIAP
1722
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$640K -$36.3K -99 -5%
NCFG
1723
New Century Financial Group
New Jersey
$640K +$4.03K +11 +0.6%
RMAM
1724
Raab & Moskowitz Asset Management
New Jersey
$640K +$12.5K +34 +2%
AWP
1725
Abacus Wealth Partners
California
$638K +$119K +326 +23%
67 68
69
70 71