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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 %
GPI
2276
General Partner Inc
Pennsylvania
$276K +$122K +334 +80%
ST
2277
Sabal Trust
Florida
$276K – – –
HAG
2278
HF Advisory Group
Maryland
$275K -$56.1K -153 -17%
GCM
2279
Graham Capital Management
Connecticut
$275K -$117K -319 -30%
PP
2280
Pingora Partners
Wyoming
$275K – – –
ACP
2281
Arcus Capital Partners
Georgia
$275K +$733 +2 +0.3%
AWCI
2282
Alpine Woods Capital Investors
New York
$275K – – –
WIM
2283
Westside Investment Management
California
$274K -$14.6K -40 -5%
HWMG
2284
Hurlow Wealth Management Group
Indiana
$274K – – –
AF
2285
Alerus Financial
North Dakota
$273K -$12.5K -34 -4%
HCP
2286
Holt Capital Partners
Texas
$273K – – –
SBWIC
2287
Schaper Benz & Wise Investment Counsel
Wisconsin
$273K +$273K +744 New
LFS
2288
Leibman Financial Services
Nebraska
$273K – – –
Q
2289
QVR
California
$273K +$273K +744 New
DBRC
2290
D.B. Root & Company
Pennsylvania
$273K +$273K +744 New
CBA
2291
Coastal Bridge Advisors
Connecticut
$272K – – –
SW
2292
SMART Wealth
Nebraska
$272K +$272K +742 New
CW
2293
Cook Wealth
North Carolina
$271K – – –
FFA
2294
Fragasso Financial Advisors
Pennsylvania
$271K +$12.8K +35 +5%
MS
2295
Mizuho Securities
Japan
$271K -$282K -770 -51%
SIC
2296
Sterling Investment Counsel
New York
$271K +$1.83K +5 +0.7%
SRCM
2297
Signature Resources Capital Management
California
$271K – – –
LWM
2298
LongView Wealth Management
Georgia
$269K -$11K -30 -4%
EFG
2299
Ethos Financial Group
Pennsylvania
$269K +$8.05K +22 +3%
CRI
2300
Colonial River Investments
Virginia
$269K -$11.4K -31 -4%
90 91
92
93 94