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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 %
LA
2326
Lynch & Associates
Indiana
$257K – – –
TCOK
2327
Trust Company of Kansas
Kansas
$257K – – –
SFC
2328
Swisher Financial Concepts
Ohio
$257K +$257K +693 New
MWM
2329
Meritas Wealth Management
California
$257K – – –
PM
2330
Penbrook Management
New York
$257K – – –
SRC
2331
Stone Run Capital
New York
$257K – – –
NCM
2332
Northside Capital Management
Oregon
$257K – – –
FI
2333
Fractal Investments
Connecticut
$257K +$257K +700 New
KWM
2334
Keebeck Wealth Management
Illinois
$256K – – –
DA
2335
Dover Advisors
Virginia
$255K +$255K +697 New
S
2336
Sunpointe
Missouri
$255K -$5.13K -14 -2%
CCG
2337
Chatham Capital Group
Georgia
$255K +$366 +1 +0.1%
GFPC
2338
Global Financial Private Client
Florida
$255K – – –
MA
2339
MKT Advisors
California
$253K +$253K +680 New
KCFA
2340
Key Client Fiduciary Advisors
New Jersey
$252K -$4.03K -11 -2%
OC
2341
Opinicus Capital
Florida
$250K +$250K +681 New
ECML
2342
Eagle Capital Management (Louisiana)
Louisiana
$249K +$249K +679 New
PMA
2343
Prudent Man Advisors
Illinois
$249K -$201K – –
AAP
2344
Arax Advisory Partners
Colorado
$249K +$76.2K +208 +44%
RWP
2345
Revolve Wealth Partners
New Jersey
$249K +$249K +678 New
BL
2346
BFSG LLC
California
$248K +$147K +401 +146%
PCFFS
2347
Pacific Center for Financial Services
California
$248K +$733 +2 +0.3%
IIA
2348
Integral Investment Advisors
California
$247K +$247K +676 New
KOMWMG
2349
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$246K -$4.77K -13 -2%
FMTC
2350
Farmers & Merchants Trust Company
California
$246K +$246K +670 New
92 93
94
95 96