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Caterpillar
CAT

Overview Fund Activity

2,559 hedge funds and large institutions have $107B invested in Caterpillar in 2023 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 920 increasing their positions, 950 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,559
Holders Change
+170
Holders Change %
+7.12%
% of All Funds
37.52%
Holding in Top 10
73
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.35%
% of All Funds
1.07%
New
311
Increased
920
Reduced
950
Closed
107
Calls
$3.22B
Puts
$3.57B
Net Calls
-$353M
Net Calls Change
+$355M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.24B
2
CWP
Capital Wealth Planning
Florida
+$348M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$175M
4
Charles Schwab
Charles Schwab
California
+$154M
5
UBS Group
UBS Group
Switzerland
+$138M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$379M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
3
DZ Bank
DZ Bank
Germany
-$319M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$194M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
2476
First Pacific Financial
Washington
$44.1K – – –
SWC
2477
Spectrum Wealth Counsel
Indiana
$43.8K +$43.8K +148 New
DPW
2478
DiNuzzo Private Wealth
Pennsylvania
$40.5K +$40.5K +137 New
MFT
2479
Moisand Fitzgerald Tamayo
Florida
$40.2K – – –
SR
2480
Syntax Research
Florida
$39.9K – – –
AEPWM
2481
Atlantic Edge Private Wealth Management
Florida
$39.6K +$39.6K +134 New
FFO
2482
Fortitude Family Office
Arizona
$39.3K +$39.3K +133 New
MSFP
2483
Mark Sheptoff Financial Planning
Connecticut
$39K – – –
HC
2484
Hoese & Co
Minnesota
$37.6K – – –
CFS
2485
CGC Financial Services
Oregon
$37.3K – – –
BAM
2486
Bellevue Asset Management
Washington
$37.1K +$297 +1 +0.8%
PA
2487
Pineridge Advisors
Missouri
$36.4K +$36.4K +123 New
RAM
2488
Riggs Asset Management
Pennsylvania
$36.1K – – –
IHWM
2489
Iron Horse Wealth Management
Iowa
$34.3K – – –
PCMC
2490
Planning Capital Management Corporation
Pennsylvania
$34K +$34K +115 New
CMA
2491
Cedar Mountain Advisors
Oregon
$32.6K – – –
GC
2492
Gilfoyle & Co
California
$32.1K +$32.1K +107 New
QL
2493
Quarry LP
New York
$31.9K -$42.6K -144 -57%
SWA
2494
SOA Wealth Advisors
New York
$31K -$29.2K -99 -49%
WFA
2495
West Financial Advisors
Iowa
$30.5K -$10.6K -36 -26%
VL
2496
Vima LLC
Michigan
$30.5K +$30.5K +102 New
RFA
2497
Resurgent Financial Advisors
Georgia
$30.2K -$2.66K -9 -8%
NCM
2498
Northwest Capital Management
Oregon
$30K – – –
TH
2499
TCTC Holdings
Texas
$29.6K – – –
TLCM
2500
Twin Lakes Capital Management
California
$29.6K – – –
98 99
100
101 102