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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 %
FFC
1801
First Financial Corp
Indiana
$568K -$212K -578 -27%
SSW
1802
Smith Shellnut Wilson
Mississippi
$568K – – –
CC
1803
Callan Capital
California
$568K +$117K +320 +26%
SWMG
1804
Sanchez Wealth Management Group
Florida
$567K +$2.56K +7 +0.5%
CNB
1805
Camden National Bank
Maine
$567K -$21.6K -59 -4%
WSWA
1806
Warren Street Wealth Advisors
California
$566K +$3.67K +10 +0.7%
VPP
1807
Vertex Planning Partners
Illinois
$566K -$7.33K -20 -1%
MAG
1808
MRA Advisory Group
New Jersey
$566K +$88.7K +242 +19%
MPM
1809
MBB Public Markets
Illinois
$565K +$565K +1,541 New
SA
1810
SAM Advisors
California
$564K – – –
LFG
1811
Larson Financial Group
Missouri
$564K +$72.6K +198 +15%
WFI
1812
West Family Investments
California
$564K – – –
SFG
1813
Sunburst Financial Group
Alabama
$563K -$19.6K -54 -3%
WWM
1814
Waterway Wealth Management
Texas
$562K +$126K +344 +29%
BTW
1815
Boston Trust Walden
Massachusetts
$562K +$110K +300 +24%
GBT
1816
Grove Bank & Trust
Florida
$559K – – –
ACA
1817
Affinity Capital Advisors
California
$558K -$23.1K -63 -4%
BB
1818
Bell Bank
North Dakota
$557K +$7.7K +21 +1%
PBK
1819
Peoples Bank (Kansas)
Kansas
$556K – – –
AC
1820
Allstate Corporation
Illinois
$556K -$2.93K -8 -0.5%
DA
1821
Doliver Advisors
Texas
$554K -$2.57K -7 -0.5%
TA
1822
Tectonic Advisors
Texas
$553K +$2.2K +6 +0.4%
GSIAS
1823
Garden State Investment Advisory Services
New Jersey
$552K +$25.5K +70 +5%
LTI
1824
Laffer Tengler Investments
Tennessee
$552K +$229K +625 +71%
SEM
1825
Strategic Equity Management
Arizona
$551K +$2.2K +6 +0.4%
71 72
73
74 75