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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 %
VP
2201
Verum Partners
North Carolina
$314K +$1.1K +3 +0.4%
EA
2202
Eclectic Associates
California
$312K -$14.3K -39 -4%
CAM
2203
Concorde Asset Management
Michigan
$311K +$11.4K +31 +4%
OWA
2204
Octavia Wealth Advisors
Ohio
$311K -$68.6K -187 -18%
NFA
2205
Northwest Financial Advisors
Virginia
$311K +$366 +1 +0.1%
SFA
2206
Source Financial Advisors
New York
$311K -$454K -1,238 -59%
JE
2207
JMAC Enterprises
Pennsylvania
$310K -$586K -1,600 -65%
QAM
2208
Q3 Asset Management
Michigan
$310K +$310K +843 New
CWM
2209
Centric Wealth Management
Illinois
$310K +$11K +33 +4%
WWC
2210
Waypoint Wealth Counsel
Georgia
$309K +$5.49K +15 +2%
BWA
2211
Blodgett Wealth Advisors
California
$308K – – –
EWA
2212
Encompass Wealth Advisors
Oregon
$308K – – –
SFP
2213
Sterling Financial Planning
New Jersey
$308K – – –
OCPWS
2214
One Charles Private Wealth Services
Massachusetts
$308K +$12.1K +33 +4%
MC
2215
Middleton & Co
Massachusetts
$308K -$91.6K -250 -23%
GAM
2216
Gemmer Asset Management
California
$308K – – –
CFO
2217
Collective Family Office
Pennsylvania
$308K +$25.3K +69 +9%
MF
2218
Manchester Financial
California
$307K -$1.47M -4,007 -83%
AWM
2219
Angeles Wealth Management
California
$307K +$307K +837 New
FFA
2220
Fi3 Financial Advisors
Indiana
$306K +$15.5K +46 +5%
BA
2221
Brightwater Advisory
Florida
$306K +$306K +835 New
DOA
2222
D'Orazio & Associates
Virginia
$306K +$11.7K +32 +4%
BWP
2223
Barlow Wealth Partners
Kentucky
$306K – – –
CWG
2224
Crown Wealth Group
North Carolina
$305K +$13.2K +36 +5%
BWP
2225
Balboa Wealth Partners
Arizona
$304K +$304K +831 New
87 88
89
90 91