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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 %
NFG
1851
Nadler Financial Group
Illinois
$530K +$4.76K +13 +0.9%
NEWAS
1852
N.E.W. Advisory Services
Wisconsin
$529K -$15K -41 -3%
SSA
1853
South Street Advisors
New York
$528K – – –
EM
1854
Excalibur Management
Massachusetts
$527K -$733 -2 -0.1%
NB
1855
Northwest Bancshares
Pennsylvania
$527K +$57.2K +156 +12%
IAS
1856
Investment Advisory Services
Texas
$527K +$51.7K +141 +11%
CWM
1857
CarsonAllaria Wealth Management
Illinois
$525K +$30.4K +83 +6%
RZH
1858
Relyea Zuckerberg Hanson
Connecticut
$525K +$27.1K +74 +5%
OW
1859
Olistico Wealth
Oklahoma
$524K -$257K -700 -33%
MC
1860
McCarthy & Cox
Ohio
$524K +$524K +1,429 New
RA
1861
Rise Advisors
New York
$523K +$130K +354 +33%
SWM
1862
Sugarloaf Wealth Management
Georgia
$523K +$366 +1 +0.1%
SCA
1863
Sandy Cove Advisors
Massachusetts
$523K -$15.4K -42 -3%
BEAM
1864
Baker Ellis Asset Management
Washington
$523K +$230K +627 +78%
MLFP
1865
MPS Loria Financial Planners
Illinois
$523K -$619K -1,689 -54%
BSA
1866
Braun Stacey Associates
New York
$522K – – –
WA
1867
Wealth Alliance
New York
$521K +$1.47K +4 +0.3%
GXJ
1868
Global X Japan
Japan
$521K +$28.6K +78 +6%
Boston Partners
1869
Boston Partners
Massachusetts
$521K -$167M -454,824 -100%
PAA
1870
Peregrine Asset Advisers
Oregon
$520K +$1.83K +5 +0.4%
EA
1871
Everpar Advisors
Oklahoma
$518K -$326K -889 -39%
WGC
1872
Watts Gwilliam & Co
Arizona
$518K +$518K +1,445 New
BF
1873
Blankinship & Foster
California
$517K +$12.5K +34 +2%
JWM
1874
Jupiter Wealth Management
Colorado
$517K – – –
AL
1875
ACAS LLC
California
$515K -$8.43K -23 -2%
73 74
75
76 77