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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 %
Two Sigma Advisers
2426
Two Sigma Advisers
New York
$220K -$80.7M -220,300 -100%
VW
2427
Vantage Wealth
California
$220K +$220K +600 New
PFM
2428
Peak Financial Management
Massachusetts
$220K +$220K +600 New
BA
2429
Baugh & Associates
Georgia
$220K +$220K +600 New
AFG
2430
Altiora Financial Group
Ohio
$219K +$219K +598 New
WRPWM
2431
Werba Rubin Papier Wealth Management
California
$219K +$219K +597 New
PWP
2432
Phillips Wealth Planners
Mississippi
$218K +$218K +606 New
HCM
2433
Hall Capital Management
Rhode Island
$218K +$218K +595 New
PHAM
2434
Palisades Hudson Asset Management
Florida
$218K +$218K +595 New
PWS
2435
Precision Wealth Strategies
Missouri
$217K +$217K +592 New
FA
2436
Faithward Advisors
Pennsylvania
$217K +$217K +591 New
FW
2437
FirstPurpose Wealth
Utah
$216K +$216K +580 New
GGI
2438
Godsey & Gibb Inc
Virginia
$216K -$14.6K -40 -6%
NRW
2439
Nova R Wealth
Kansas
$215K +$215K +588 New
PSB
2440
Piscataqua Savings Bank
New Hampshire
$215K -$36.6K -100 -15%
FWA
2441
FSM Wealth Advisors
Ohio
$214K +$214K +585 New
PSFG
2442
Prairie Sky Financial Group
Illinois
$214K +$214K +585 New
FWM
2443
ForthRight Wealth Management
Georgia
$214K +$214K +584 New
BHWM
2444
Beaird Harris Wealth Management
Texas
$214K +$7.7K +21 +4%
TWA
2445
Talisman Wealth Advisors
New Jersey
$212K +$212K +577 New
FDDB
2446
Fidelity D&D Bancorp
Pennsylvania
$211K +$211K +576 New
AF
2447
Aldebaran Financial
$211K +$211K +575 New
PCM
2448
Prelude Capital Management
New York
$211K +$211K +575 New
HI
2449
Human Investing
Oregon
$210K +$210K +574 New
ZIMP
2450
Zimmermann Investment Management & Planning
Pennsylvania
$210K +$210K +573 New
96 97
98
99 100