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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 %
GIM
2051
Greylin Investment Management
Virginia
$385K – – –
FP
2052
Financial Perspectives
Minnesota
$384K – – –
PWA
2053
Peterson Wealth Advisors
Utah
$384K +$1.1K +3 +0.3%
HKIMG
2054
Hutchens & Kramer Investment Management Group
Indiana
$384K +$70.6K +194 +23%
LWCFA
2055
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$383K +$2.5K +7 +0.7%
DDC
2056
DF Dent & Co
Maryland
$383K -$77.7K -212 -17%
TWP
2057
Tower Wealth Partners
Pennsylvania
$382K +$44.3K +121 +13%
PG
2058
Prostatis Group
Maryland
$382K +$31.9K +87 +9%
LIA
2059
LBMC Investment Advisors
Tennessee
$380K +$380K +1,036 New
PRWA
2060
Platte River Wealth Advisors
Colorado
$379K +$379K +1,035 New
OFA
2061
Onyx Financial Advisors
Idaho
$379K +$1.47K +4 +0.4%
CPBTD
2062
Central Pacific Bank - Trust Division
Hawaii
$379K +$379K +1,041 New
NRI
2063
NFP Retirement Inc
California
$378K -$30.1K -82 -7%
AAS
2064
Annex Advisory Services
Wisconsin
$378K -$32.2K -88 -8%
PIA
2065
Perennial Investment Advisors
California
$378K -$50.2K -137 -12%
KCM
2066
Kornitzer Capital Management
Kansas
$377K +$21.3K +58 +6%
Fidelity International
2067
Fidelity International
Bermuda
$377K -$75.1K -205 -17%
PWM
2068
Purus Wealth Management
California
$377K -$15.7K -43 -4%
AGWCA
2069
Annis Gardner Whiting Capital Advisors
Florida
$376K +$114K +310 +43%
CCA
2070
Childress Capital Advisors
Texas
$376K -$25.3K -69 -6%
CA
2071
Crane Advisory
California
$375K +$25.9K +70 +7%
HCM
2072
Hutchinson Capital Management
California
$374K +$1.47K +4 +0.4%
HCM
2073
Highview Capital Management
Illinois
$374K -$87.9K -240 -19%
MWA
2074
Meridian Wealth Advisors
Texas
$372K +$8.79K +24 +2%
ECM
2075
Exchange Capital Management
Michigan
$372K +$11.7K +32 +3%
81 82
83
84 85