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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 %
CAC
2176
Certified Advisory Corp
Florida
$326K -$20.5K -56 -6%
WDG
2177
Wealth Dimensions Group
Ohio
$326K -$4.76K -13 -1%
MWP
2178
Madison Wealth Partners
Wisconsin
$325K -$14.7K -40 -4%
CCP
2179
Carmel Capital Partners
California
$325K +$5.5K +15 +2%
MA
2180
MJP Associates
Connecticut
$325K +$24.9K +68 +8%
PSCM
2181
Per Stirling Capital Management
Texas
$325K +$5.5K +15 +2%
IFS
2182
Ifrah Financial Services
Arkansas
$325K -$4.76K -13 -1%
PMG
2183
ProVise Management Group
Florida
$324K – – –
AWM
2184
Aprio Wealth Management
Georgia
$324K +$26.7K +73 +9%
AT
2185
American Trust
Kentucky
$322K -$403K -1,100 -56%
BFA
2186
Beacon Financial Advisory
Ohio
$322K -$4.76K -13 -1%
PWM
2187
Penobscot Wealth Management
Maine
$322K -$1.02M -2,792 -76%
MCP
2188
Mirador Capital Partners
California
$322K -$11.4K -31 -3%
SAW
2189
Signal Advisors Wealth
Michigan
$321K -$25.7K -70 -7%
WA
2190
Waterford Advisors
New York
$321K – – –
ME
2191
McIlrath & Eck
Washington
$321K +$32.2K +88 +11%
PIAS
2192
PCA Investment Advisory Services
Ohio
$321K +$1.83K +5 +0.6%
AWM
2193
Adams Wealth Management
Utah
$321K – – –
MME
2194
Meag Munich Ergo
Germany
$321K +$46.9K +128 +17%
AC
2195
AlphaCore Capital
California
$320K +$17.2K +47 +6%
CFO
2196
Callan Family Office
Pennsylvania
$319K -$294K -802 -48%
FDCP
2197
Foster Dykema Cabot & Partners
Massachusetts
$318K -$366 -1 -0.1%
RCM
2198
Requisite Capital Management
Texas
$316K +$1.1K +3 +0.3%
HAS
2199
Holland Advisory Services
Florida
$316K +$1.83K +5 +0.6%
BBI
2200
Baxter Bros Inc
Connecticut
$315K -$3.66K -10 -1%
86 87
88
89 90