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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 %
SC
1876
Schulhoff & Co
Ohio
$513K -$11K -30 -2%
NJBEST
1877
New Jersey Better Educational Savings Trust
New Jersey
$513K – – –
AA
1878
Alta Advisers
United Kingdom
$513K – – –
IIM
1879
Ironwood Investment Management
Massachusetts
$513K – – –
SM
1880
Sweeney & Michel
California
$512K +$512K +1,431 New
KIG
1881
Kessler Investment Group
Indiana
$512K +$164K +447 +47%
SWA
1882
SFMG Wealth Advisors
Texas
$510K +$5.86K +16 +1%
FWM
1883
Fingerlakes Wealth Management
New York
$508K +$2.2K +6 +0.4%
ITB
1884
Idaho Trust Bank
Idaho
$508K +$508K +1,388 New
WFA
1885
WestHill Financial Advisors
California
$508K -$12.1K -33 -2%
ILI
1886
Invesco LLC (Illinois)
Illinois
$508K +$1.1K +3 +0.2%
EFSCE
1887
Enterprise Financial Services Corp (EFSC)
Missouri
$507K -$14.3K -39 -3%
RPGK
1888
Retirement Planning Group (Kansas)
Kansas
$506K – – –
BCG
1889
BayBridge Capital Group
California
$506K +$506K +1,414 New
WCA
1890
Waypoint Capital Advisors
Minnesota
$505K +$8.79K +24 +2%
AW
1891
Apricus Wealth
South Carolina
$504K – – –
SIC
1892
SJS Investment Consulting
Ohio
$502K +$34.1K +93 +7%
BCMLT
1893
Beacon Capital Management LLC (Tennessee)
Tennessee
$501K +$36.6K +100 +8%
LCM
1894
Lazari Capital Management
California
$499K -$14.7K -40 -3%
CTA
1895
Chesley Taft & Associates
Illinois
$499K – – –
OFS
1896
Orrstown Financial Services
Pennsylvania
$498K +$498K +1,360 New
WPC
1897
Waters Parkerson & Co
Louisiana
$498K +$18K +49 +4%
WW
1898
Westshore Wealth
California
$497K -$2.93K -8 -0.6%
BWM
1899
Birchcreek Wealth Management
Ohio
$496K – – –
MGAM
1900
McGowan Group Asset Management
Texas
$495K +$733 +2 +0.1%
74 75
76
77 78