CAT icon

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 %
VMPIC
376
Varma Mutual Pension Insurance Co
Finland
$11.7M -$16.6M -56,296 -59%
PCM
377
Parsons Capital Management
Rhode Island
$11.6M +$634K +2,143 +6%
HFS
378
Hantz Financial Services
Michigan
$11.6M -$896K -3,032 -7%
CGH
379
Crossmark Global Holdings
Texas
$11.6M -$2.42M -8,197 -17%
BBVA
380
Banco Bilbao Vizcaya Argentaria
Spain
$11.5M -$1.56M -5,293 -12%
LIA
381
LS Investment Advisors
Michigan
$11.5M -$80.1K -271 -0.7%
SWM
382
Stockman Wealth Management
Montana
$11.5M -$8.57K -29 -0.1%
PWLP
383
Prio Wealth Limited Partnership
Massachusetts
$11.5M -$56.2K -190 -0.5%
AWS
384
Atria Wealth Solutions
New York
$11.4M -$227K -767 -2%
BRWA
385
B. Riley Wealth Advisors
Florida
$11.4M -$257K -870 -2%
CIA
386
Capital Investment Advisors
Georgia
$11.3M -$264K -894 -2%
ASN
387
Advisory Services Network
Georgia
$11.2M -$1.67M -5,662 -13%
SB
388
Simmons Bank
Arkansas
$11.1M +$354K +1,196 +3%
SF
389
Synovus Financial
Georgia
$11.1M +$117K +395 +1%
PFS
390
Prospera Financial Services
Texas
$11M +$713K +2,411 +7%
CA
391
Cullinan Associates
Kentucky
$10.9M -$2.49M -8,431 -19%
MIA
392
MainStreet Investment Advisors
Illinois
$10.7M -$394K -1,333 -4%
EA
393
Ellsworth Advisors
Ohio
$10.6M +$4.26M +14,424 +67%
AIM
394
Achmea Investment Management
Netherlands
$10.6M -$577K -1,951 -5%
WTC
395
WhitTier Trust Company
Nevada
$10.6M +$19.5K +66 +0.2%
ZCM
396
Ziegler Capital Management
Illinois
$10.4M -$695K -2,351 -6%
HWM
397
HB Wealth Management
Georgia
$10.4M +$157K +532 +2%
SCM
398
Sandler Capital Management
New York
$10.3M +$10.3M +35,000 New
WG
399
Welch Group
Alabama
$10.3M -$296 -1 -0%
CA
400
CSM Advisors
Pennsylvania
$10.3M +$10.3M +34,699 New
14 15
16
17 18