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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 %
IP
1951
Isthmus Partners
Wisconsin
$461K -$36.6K -100 -7%
OSNBOA
1952
Old Second National Bank of Aurora
Illinois
$460K – – –
BIP
1953
Blueprint Investment Partners
North Carolina
$459K +$64.9K +177 +16%
LFASL
1954
Lugano Financial Advisors SA (LFA)
Switzerland
$458K +$366K +1,000 +400%
CAC
1955
Core Alternative Capital
Georgia
$457K -$145K -396 -24%
RA
1956
Rockingstone Advisors
Massachusetts
$457K – – –
GLLW
1957
Graves Light Lenhart Wealth
Virginia
$457K -$31.5K -86 -6%
CIM
1958
Contravisory Investment Management
Massachusetts
$456K +$456K +1,245 New
GSAM
1959
Grant Street Asset Management
Pennsylvania
$456K – – –
MFA
1960
Millington Financial Advisors
Illinois
$454K +$1.83K +5 +0.4%
IAP
1961
Indie Asset Partners
Indiana
$452K +$4.03K +11 +0.9%
TIM
1962
Tortoise Investment Management
New York
$452K -$7.33K -20 -2%
MA
1963
MCF Advisors
Kentucky
$452K -$179K -490 -28%
TBNY
1964
Trustco Bank (New York)
New York
$451K -$55K -150 -11%
GWMR
1965
GC Wealth Management RIA
Massachusetts
$448K +$49.5K +135 +12%
NLP
1966
Next Level Private
New York
$447K – – –
CWM
1967
Calamos Wealth Management
Illinois
$444K -$198K -540 -31%
BBNA
1968
Bremer Bank National Association
Minnesota
$442K +$32.6K +89 +8%
CCM
1969
Canal Capital Management
Virginia
$442K -$5.86K -16 -1%
GP
1970
Greenline Partners
New York
$442K – – –
ACM
1971
Andina Capital Management
Utah
$441K +$112K +305 +34%
MJRIC
1972
Mogy Joel R Investment Counsel
California
$440K +$51.3K +140 +13%
CWA
1973
CJM Wealth Advisers
Virginia
$439K -$1.83K -5 -0.4%
MHR
1974
Matthew Hamilton Rosenberg
$439K -$64.4K -177 -13%
RCG
1975
Regatta Capital Group
California
$438K +$8.8K +24 +2%
77 78
79
80 81