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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 %
NWM
2451
Northcape Wealth Management
New York
$210K -$58.6K -160 -22%
OFW
2452
Omnia Family Wealth
Florida
$210K +$210K +572 New
RB
2453
Renasant Bank
Mississippi
$209K +$209K +571 New
GCIM
2454
Gunn & Company Investment Management
Florida
$209K -$303K -827 -59%
FC
2455
Financial Council
Maryland
$209K +$209K +570 New
TFGT
2456
TS Financial Group (TSFG)
Illinois
$208K +$28.2K +77 +16%
MPM
2457
Meritage Portfolio Management
Kansas
$208K +$208K +568 New
FL
2458
Fort LP
Maryland
$208K +$208K +567 New
SDH
2459
Sloy Dahl & Holst
Washington
$207K +$207K +566 New
RIS
2460
Retirement Income Solutions
Michigan
$207K +$207K +566 New
PAM
2461
Peak Asset Management
Colorado
$207K +$207K +564 New
IDA
2462
Intelligence Driven Advisers
California
$206K +$206K +564 New
VAS
2463
Vestmark Advisory Solutions
Massachusetts
$206K -$106K -288 -34%
RIG
2464
Renaissance Investment Group
Massachusetts
$206K +$206K +563 New
CCWM
2465
Correct Capital Wealth Management
Missouri
$206K +$206K +563 New
AWA
2466
Amplius Wealth Advisors
Pennsylvania
$206K +$206K +563 New
FCM
2467
Family Capital Management
Michigan
$206K +$206K +561 New
KWM
2468
Kolinsky Wealth Management
New Jersey
$206K -$85K -232 -29%
IWA
2469
Inspirion Wealth Advisors
Illinois
$205K +$205K +560 New
DAM
2470
Doheny Asset Management
California
$204K +$204K +556 New
LW
2471
Linscomb Wealth
Texas
$204K +$204K +556 New
BWG
2472
Boomfish Wealth Group
Georgia
$204K -$434K -1,184 -68%
PGAM
2473
Princeton Global Asset Management
New Jersey
$203K -$1.35M -3,681 -87%
OPWM
2474
Oxinas Partners Wealth Management
Indiana
$203K -$75.9K -207 -27%
PP
2475
Pegasus Partners
Wisconsin
$203K +$203K +554 New
97 98
99
100 101