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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 %
CANC
351
Culbertson A N & Co
Virginia
$12.7M -$124K -420 -1%
SC
352
Savant Capital
Illinois
$12.7M +$70.4K +238 +0.6%
Rafferty Asset Management
353
Rafferty Asset Management
New York
$12.6M +$652K +2,205 +5%
DC
354
Davenport & Co
Virginia
$12.6M +$226K +766 +2%
AM
355
Atwater Malick
Pennsylvania
$12.6M +$133K +451 +1%
AI
356
Atria Investments
North Carolina
$12.5M -$334K -1,131 -3%
Dodge & Cox
357
Dodge & Cox
California
$12.5M – – –
GIBU
358
Gulf International Bank (UK)
United Kingdom
$12.5M -$1.44M -4,878 -10%
DPAM
359
Degroof Petercam Asset Management
Belgium
$12.5M +$12.5M +42,300 New
CSIC
360
Clifford Swan Investment Counsel
California
$12.5M -$213K -721 -2%
JFG
361
Jefferies Financial Group
New York
$12.5M +$4.89M +16,531 +64%
SIC
362
Salem Investment Counselors
North Carolina
$12.5M -$1.28M -4,321 -9%
WI
363
Wafra Inc
New York
$12.4M -$14.6M -49,511 -54%
ECU
364
Eisler Capital (UK)
United Kingdom
$12.2M -$4.35M -14,717 -26%
JC
365
Jacobs & Co
California
$12.2M -$7.98K -27 -0.1%
SCA
366
Stillwater Capital Advisors
Pennsylvania
$12.1M +$81.9K +277 +0.7%
KRS
367
Kentucky Retirement Systems
Kentucky
$12.1M -$143K -483 -1%
MGIM
368
M&G Investment Management
United Kingdom
$12M -$2.11M -7,139 -15%
VPIM
369
Vanguard Personalized Indexing Management
California
$12M +$153K +519 +1%
DP
370
Dearborn Partners
Illinois
$12M -$3.07M -10,399 -20%
PAI
371
Pittenger & Anderson Inc
Nebraska
$11.9M – – –
LDB
372
Lee, Danner & Bass
Tennessee
$11.9M -$1.38M -4,681 -10%
NCM
373
Noesis Capital Mangement
Florida
$11.8M +$347K +1,172 +3%
OPERF
374
Oregon Public Employees Retirement Fund
Oregon
$11.8M +$114K +387 +1%
MSRPS
375
Maryland State Retirement & Pension System
Maryland
$11.8M – – –
13 14
15
16 17