CAT icon

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 %
AWM
2226
Aviso Wealth Management
Washington
$304K +$45.5K +124 +18%
WMWM
2227
Whitaker-Myers Wealth Managers
Ohio
$304K +$304K +830 New
SFC
2228
SYM Financial Corp
Indiana
$304K -$83.5K -228 -22%
BA
2229
Bridge Advisory
California
$303K +$1.1K +3 +0.4%
R
2230
Rebalance
California
$302K – – –
PFG
2231
PAX Financial Group
Texas
$301K -$19.8K -54 -6%
OCM
2232
Orion Capital Management
California
$300K -$36.6K -100 -11%
BA
2233
Ballew Advisors
Mississippi
$299K -$4.47K -12 -1%
SCA
2234
Stokes Capital Advisors
South Carolina
$299K +$299K +815 New
CPL
2235
CAP Partners LLC
Tennessee
$298K +$1.1K +3 +0.4%
MSFS
2236
Main Street Financial Solutions
Pennsylvania
$298K -$7.69K -21 -3%
CCT
2237
Capital City Trust
Florida
$296K – – –
EGM
2238
Engineers Gate Manager
New York
$296K +$296K +807 New
CFGA
2239
Cambridge Financial Group (Arizona)
Arizona
$294K – – –
WFAG
2240
Wescott Financial Advisory Group
Pennsylvania
$293K -$47.3K -129 -14%
APW
2241
Axim Planning & Wealth
Ohio
$293K – – –
AG
2242
Ascent Group
Virginia
$293K -$30.8K -84 -10%
PHS
2243
Pekin Hardy Strauss
Illinois
$293K +$36.7K +100 +14%
FPB
2244
First PREMIER Bank
South Dakota
$292K -$33.1K -90 -10%
AC
2245
ASB Consultores
Florida
$292K +$292K +796 New
BFW
2246
Brady Family Wealth
Missouri
$291K – – –
CVM
2247
Cheviot Value Management
California
$291K -$55K -150 -16%
BFG
2248
Bouchey Financial Group
New York
$290K – – –
RVPG
2249
Relative Value Partners Group
$290K +$1.5K +5 +0.5%
FVWA
2250
Foster Victor Wealth Advisors
South Carolina
$289K -$10.4K -28 -3%
88 89
90
91 92