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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 %
KWS
2351
Keystone Wealth Services
California
$245K +$245K +669 New
VBFP
2352
Valtinson Bruner Financial Planning
Minnesota
$245K +$245K +668 New
FIB
2353
First Interstate Bank
Montana
$245K -$28.6K -78 -10%
SLT
2354
St Louis Trust
Missouri
$245K +$245K +668 New
PWA
2355
Physician Wealth Advisors
Utah
$245K +$245K +680 New
CAL
2356
Capital Analysts LLC
Pennsylvania
$244K +$27.1K +74 +12%
FAFN
2357
First Affirmative Financial Network
Colorado
$243K -$31.5K -86 -11%
DWM
2358
Destination Wealth Management
California
$243K +$243K +663 New
FBFS
2359
First Business Financial Services
Wisconsin
$243K +$243K +663 New
OWP
2360
Obermeyer Wealth Partners
Colorado
$243K +$243K +662 New
BOPW
2361
Brandywine Oak Private Wealth
Pennsylvania
$242K +$242K +660 New
AIMA
2362
Ables Iannone Moore & Associates
Georgia
$242K – – –
JF
2363
JSF Financial
California
$242K +$242K +659 New
PS
2364
Planned Solutions
California
$241K +$32.2K +88 +15%
CFS
2365
Coordinated Financial Services
Colorado
$241K +$241K +657 New
Optiver Holding
2366
Optiver Holding
Netherlands
$240K -$6.02M -16,423 -96%
PBF
2367
Petix & Botte Financial
California
$240K -$240K -656 -50%
OFS
2368
OMC Financial Services
New York
$240K +$240K +655 New
DWM
2369
Dechtman Wealth Management
Colorado
$240K +$240K +655 New
RIM
2370
RW Investment Management
Idaho
$240K +$240K +654 New
DFA
2371
Delta Financial Advisors
Louisiana
$239K +$239K +653 New
CAM
2372
Claret Asset Management
Quebec, Canada
$239K -$16.1K -44 -6%
GJIA
2373
Glass Jacobson Investment Advisors
Maryland
$239K – – –
SHGA
2374
Sand Hill Global Advisors
California
$239K +$239K +651 New
GFL
2375
Granite FO LLC
New Hampshire
$239K – – –
93 94
95
96 97