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Caterpillar
CAT

Overview Fund Activity

2,560 hedge funds and large institutions have $107B invested in Caterpillar in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 920 increasing their positions, 950 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,560
Holders Change
+171
Holders Change %
+7.16%
% of All Funds
37.53%
Holding in Top 10
73
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.35%
% of All Funds
1.07%
New
312
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 %
GG
326
Greenwood Gearhart
Arkansas
$14.3M -$1.83M -6,186 -11%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$14.3M +$3.64M +12,324 +34%
CWM
328
Congress Wealth Management
Massachusetts
$14M +$143K +482 +1%
NB
329
NBT Bank
New York
$14M +$3.69M +12,465 +36%
ACA
330
Aptus Capital Advisors
Alabama
$14M -$694K -2,347 -5%
IAN
331
Integrated Advisors Network
Texas
$13.8M -$4.43M -14,969 -24%
SCTC
332
Sanibel Captiva Trust Company
Florida
$13.8M +$13.8M +46,544 New
KCPG
333
Kavar Capital Partners Group
Kansas
$13.7M +$7.18M +24,289 +110%
BWL
334
Bogart Wealth LLC
Virginia
$13.4M -$392K -1,326 -3%
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$13.3M +$450K +1,521 +3%
AAIM
336
American Assets Investment Management
California
$13.3M – – –
EMPI
337
Elo Mutual Pension Insurance
Finland
$13.2M +$420K +1,421 +3%
CBOR
338
Community Bank of Raymore
Missouri
$13.1M -$91.7K -310 -0.7%
TRSOTSOK
339
Teachers Retirement System of the State of Kentucky
Kentucky
$13.1M -$822K -2,780 -6%
QP
340
Quilter Plc
United Kingdom
$13.1M -$148K -500 -1%
DIA
341
Dana Investment Advisors
Wisconsin
$13M -$1M -3,391 -7%
LA
342
LBP AM
France
$12.9M -$1.84M -6,207 -12%
CTC
343
Central Trust Company
Missouri
$12.9M -$392K -1,327 -3%
Pacer Advisors
344
Pacer Advisors
Pennsylvania
$12.9M +$2.59M +8,767 +25%
AIA
345
Allied Investment Advisors
Montana
$12.9M -$54.7K -185 -0.4%
EI
346
Ethic Inc
New York
$12.9M +$652K +2,204 +5%
Fayez Sarofim & Co
347
Fayez Sarofim & Co
Texas
$12.9M -$641K -2,021 -5%
Lido Advisors
348
Lido Advisors
California
$12.8M +$1.58M +5,351 +14%
SC
349
Scotia Capital
Ontario, Canada
$12.8M -$554K -1,875 -4%
HAG
350
HighPoint Advisor Group
Illinois
$12.8M +$12.8M +35,886 New
12 13
14
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