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 %
OWA
2401
ORBA Wealth Advisors
Illinois
$230K +$230K +628 New
LFRG
2402
Lazard Frères Gestion
France
$230K +$230K +630 New
SWP
2403
Semus Wealth Partners
Florida
$230K -$23.1K -63 -9%
GI
2404
GAMCO Investors
Connecticut
$229K -$30K -82 -12%
HAM
2405
Harmony Asset Management
Arizona
$229K +$229K +625 New
BMM
2406
Buffington Mohr McNeal
Idaho
$229K +$229K +625 New
BWA
2407
Burt Wealth Advisors
Maryland
$229K +$229K +624 New
KW
2408
KWB Wealth
California
$227K +$227K +620 New
BLAM
2409
Bourne Lent Asset Management
New York
$226K +$226K +618 New
SFS
2410
Strategic Financial Services
New York
$225K +$225K +615 New
AC
2411
Apella Capital
Connecticut
$225K -$37.2K -100 -14%
RWI
2412
Red Wave Investments
Pennsylvania
$225K +$225K +614 New
SIA
2413
Sage Investment Advisers
New York
$224K -$218K -596 -49%
PP
2414
Patron Partners
Texas
$224K +$224K +612 New
CC
2415
Capital Counsel
New York
$224K +$224K +611 New
Winslow Capital Management
2416
Winslow Capital Management
Minnesota
$224K -$144K -394 -39%
OCM
2417
One Capital Management
California
$224K +$224K +610 New
CWP
2418
Core Wealth Partners
California
$223K +$223K +609 New
TW
2419
Towerpoint Wealth
California
$223K +$223K +608 New
UAM
2420
Unison Asset Management
Florida
$222K +$222K +606 New
HP
2421
Hilltop Partners
Indiana
$222K +$222K +605 New
KAS
2422
KPP Advisory Services
Kentucky
$221K +$221K +604 New
SPC
2423
Spirepoint Private Client
Florida
$221K +$221K +604 New
GFA
2424
Gallagher Fiduciary Advisors
Illinois
$220K -$184K -503 -46%
MSG
2425
Main Street Group
Virginia
$220K +$11.6K +32 +6%
95 96
97
98 99