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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 %
SCI
2001
Silver Coast Investments
United States
$418K -$23.1K -63 -5%
WAM
2002
Winslow Asset Management
Ohio
$418K -$5.5K -15 -1%
MWM
2003
MinichMacGregor Wealth Management
New York
$417K +$37.8K +104 +10%
SGCA
2004
Steel Grove Capital Advisors
Tennessee
$416K -$27.1K -74 -6%
GCA
2005
Greenwood Capital Associates
South Carolina
$416K -$79.9K -218 -16%
GI
2006
Gradient Investments
Minnesota
$415K -$1.12M -3,047 -73%
IFAM
2007
Institutional & Family Asset Management
Colorado
$415K +$1.47K +4 +0.4%
FA
2008
Financial Advisors
Massachusetts
$414K – – –
AIA
2009
Angeles Investment Advisors
California
$414K +$70.4K +192 +20%
BF
2010
Brogan Financial
Tennessee
$413K +$1.83K +5 +0.4%
ACA
2011
Anchor Capital Advisors
Massachusetts
$413K – – –
RFA
2012
Register Financial Advisors
Georgia
$411K +$5.13K +14 +1%
JF
2013
Joule Financial
Kentucky
$411K -$34.1K -93 -8%
SWM
2014
Selective Wealth Management
Virginia
$411K – – –
SCM
2015
Spring Capital Management
Texas
$410K – – –
CBB
2016
Citizens Business Bank
California
$408K +$44K +120 +12%
RWPA
2017
Richard W. Paul & Associates
Michigan
$407K -$43.3K -118 -10%
TW
2018
Traveka Wealth
California
$406K +$23.8K +65 +6%
SPI
2019
Sutton Place Investors
New York
$406K +$406K +1,109 New
CP
2020
Castleview Partners
Texas
$405K +$58.2K +159 +17%
FTUS
2021
Flow Traders U.S.
New York
$405K +$405K +1,106 New
BA
2022
Bristlecone Advisors
Washington
$405K -$17.6K -48 -4%
SWP
2023
Strategic Wealth Partners
Ohio
$405K +$405K +1,104 New
RCWM
2024
Royal Capital Wealth Management
Indiana
$403K – – –
MAM
2025
Meeder Asset Management
Ohio
$403K +$24.6K +67 +6%
79 80
81
82 83