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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 %
GPFA
2526
Game Plan Financial Advisors
Ohio
$11.8K +$11.8K +40 New
CPG
2527
Custom Portfolio Group
Colorado
$11.6K +$11.6K +39 New
MIM
2528
Macroview Investment Management
Maryland
$11.5K -$60.6K -205 -84%
KFS
2529
Kelly Financial Services
Massachusetts
$11.5K – – –
VWA
2530
Valued Wealth Advisors
Utah
$9.57K +$9.57K +35 New
TFM
2531
TFC Financial Management
Massachusetts
$9.2K -$1.19K -4 -11%
LG
2532
LAM Group
Oregon
$8.87K – – –
NMG
2533
New Millennium Group
Utah
$8.69K – – –
ACA
2534
Atlas Capital Advisors
Wyoming
$8.57K – – –
CPA
2535
Clear Point Advisors
New York
$7.51K +$7.51K +25 New
WAS
2536
Winch Advisory Services
Wisconsin
$7.47K – – –
DF
2537
DecisionPoint Financial
Arizona
$7.39K – – –
AFG
2538
Albion Financial Group
Utah
$6.8K -$5.32K -18 -44%
PS
2539
PayPay Securities
Japan
$5.09K +$898 +3 +21%
RTL
2540
Red Tortoise LLC
Georgia
$5.03K +$1.77K +6 +55%
CCA
2541
Criterion Capital Advisors
Tennessee
$4.44K +$4.44K +15 New
JFG
2542
JDM Financial Group
Texas
$4.14K – – –
BCM
2543
Blume Capital Management
California
$3.84K – – –
SFA
2544
Semmax Financial Advisors
North Carolina
$3.66K – – –
IRAG
2545
Investment Research & Advisory Group
Georgia
$2.96K – – –
VAMG
2546
Voisard Asset Management Group
Michigan
$2.66K +$2.66K +9 New
HWP
2547
Highline Wealth Partners
California
$2.38K – – –
WIA
2548
Wetzel Investment Advisors
Indiana
$2K +$2K +8 New
FSWA
2549
Financial Synergies Wealth Advisors
Texas
$1.92K -$66.1K -276 -97%
ACA
2550
American Capital Advisory
Idaho
$1.82K +$1.82K +6 New
100 101
102
103 104