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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 %
WMA
1926
Wealth Management Associates
New Jersey
$478K -$107K -320 -18%
EW
1927
Evoke Wealth
California
$477K +$477K +1,301 New
BBA
1928
Braun-Bostich & Associates
Pennsylvania
$477K -$93.4K -255 -16%
IA
1929
Insight Advisors
Pennsylvania
$477K -$8.06K -22 -2%
OL
1930
OneFund LLC
Florida
$476K -$14.6K -40 -3%
WSCM
1931
Wellington Shields Capital Management
New York
$476K – – –
BG
1932
Benedetti & Gucer
Georgia
$476K -$33.7K -92 -7%
PL
1933
Perpetual Ltd
Australia
$474K -$121K -434 -20%
CM
1934
Castleark Management
Illinois
$473K – – –
KFA
1935
Kelleher Financial Advisors
New York
$472K +$1.47K +4 +0.3%
LJHT
1936
Laurie J. Hall Trustee
$469K – – –
EA
1937
Eudaimonia Advisors
Tennessee
$469K +$20.5K +56 +5%
GHAM
1938
Gilman Hill Asset Management
Connecticut
$469K -$366 -1 -0.1%
GC
1939
Gratus Capital
Georgia
$468K +$468K +1,277 New
BWA
1940
Bordeaux Wealth Advisors
California
$468K -$419K -1,144 -47%
AIM
1941
Avity Investment Management
Connecticut
$467K -$9.16K -25 -2%
AIA
1942
Alera Investment Advisors
Illinois
$465K -$279K -761 -37%
AFT
1943
Alpha Family Trust
California
$465K – – –
OPTFSNA
1944
Old Point Trust & Financial Services N A
Virginia
$465K +$19.4K +53 +4%
WCA
1945
Westover Capital Advisors
Delaware
$465K +$31.1K +85 +7%
CBT
1946
CoreFirst Bank & Trust
Kansas
$464K -$57.5K -157 -11%
SAG
1947
SageView Advisory Group
California
$462K -$67.1K -183 -13%
NSAM
1948
North Star Asset Management
Wisconsin
$462K -$7.33K -20 -2%
SPL
1949
Smart Portfolios LLC
Washington
$462K +$16.5K +45 +4%
FA
1950
FSA Advisors
Michigan
$462K +$37.7K +103 +9%
76 77
78
79 80