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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 %
SFI
2376
SPC Financial Inc
Maryland
$238K +$238K +650 New
VWM
2377
Vigilare Wealth Management
Arizona
$238K +$238K +650 New
JPLA
2378
Joseph P. Lucia & Associates
New York
$238K +$238K +650 New
SWA
2379
Sax Wealth Advisors
New Jersey
$238K +$238K +650 New
BPFA
2380
Barnes Pettey Financial Advisors
Mississippi
$238K +$238K +650 New
PB
2381
Pinnacle Bancorp
Nebraska
$238K -$5.86K -16 -2%
ICP
2382
Interchange Capital Partners
Pennsylvania
$238K +$238K +637 New
KA
2383
Klingman & Associates
New York
$237K +$237K +648 New
AIA
2384
Arbor Investment Advisors
North Carolina
$236K +$236K +645 New
FNWA
2385
Financial Network Wealth Advisors
Utah
$235K +$235K +642 New
BW
2386
BIP Wealth
Georgia
$235K +$235K +641 New
A
2387
AJOVista
Massachusetts
$235K – – –
IBOK
2388
Independence Bank of Kentucky
Kentucky
$234K -$2.2K -6 -0.9%
CNWM
2389
Clay Northam Wealth Management
California
$234K +$234K +639 New
SCM
2390
Steele Capital Management
Iowa
$234K +$234K +637 New
LIG
2391
Lokken Investment Group
Delaware
$233K +$233K +637 New
HBWM
2392
Hollow Brook Wealth Management
New York
$233K +$233K +636 New
PD
2393
Planning Directions
Pennsylvania
$233K +$233K +635 New
GAM
2394
GEM Asset Management
Michigan
$232K +$232K +648 New
BFA
2395
Bright Financial Advisors
Michigan
$232K +$232K +692 New
ML
2396
McAdam LLC
Pennsylvania
$232K +$232K +633 New
OP
2397
ORG Partners
Indiana
$231K -$1.4M -3,854 -86%
LJAC
2398
L.J. Altfest & Co
New York
$231K +$231K +630 New
BIG
2399
Bush Investment Group
Georgia
$231K +$231K +630 New
CPW
2400
Crestmont Private Wealth
Texas
$230K +$230K +629 New
94 95
96
97 98