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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 %
FPGT
451
Financial Partners Group (Tennessee)
Tennessee
$8.07M +$676K +2,285 +9%
DILIC
452
Dai-ichi Life Insurance Company
Japan
$8.07M -$2.87M -9,703 -26%
CPC
453
Consolidated Planning Corp
Georgia
$7.98M +$71.8K +243 +0.9%
NMERB
454
New Mexico Educational Retirement Board
New Mexico
$7.93M – – –
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$7.87M -$87.8K -297 -1%
IWM
456
Integris Wealth Management
California
$7.83M -$414K -1,401 -5%
IWN
457
Independent Wealth Network
Iowa
$7.83M +$39.9K +135 +0.5%
SIM
458
Seaview Investment Managers
Florida
$7.79M -$134K -454 -2%
BCV
459
Banque Cantonale Vaudoise
Switzerland
$7.78M -$1.87M -6,337 -19%
AC
460
Addenda Capital
Quebec, Canada
$7.78M -$7.98K -27 -0.1%
VI
461
Vestcor Inc
New Brunswick, Canada
$7.72M -$35.2K -119 -0.5%
SIC
462
Sigma Investment Counselors
Michigan
$7.68M +$2.96K +10 +0%
CLOS
463
Compagnie Lombard Odier SCmA
Switzerland
$7.62M +$2.85M +9,645 +60%
CBTWT
464
Community Bank & Trust (Waco, Texas)
Texas
$7.62M +$859K +2,905 +13%
FFBTD
465
First Financial Bank - Trust Division
Ohio
$7.55M -$81.9K -277 -1%
EAM
466
Eagle Asset Management
Florida
$7.53M -$562K -1,902 -7%
LCM
467
Logan Capital Management
Pennsylvania
$7.52M -$3.25K -11 -0%
SFM
468
Signet Financial Management
New Jersey
$7.5M -$40.5K -137 -0.5%
CGIM
469
Capital Group Investment Management
Singapore
$7.49M +$76K +257 +1%
FC
470
Fusion Capital
South Carolina
$7.45M +$130K +440 +2%
HZ
471
Hixon Zuercher
Ohio
$7.44M +$321K +1,085 +5%
GPTE
472
Generali Powszechne Towarzystwo Emerytalne
Poland
$7.43M – – –
Man Group
473
Man Group
United Kingdom
$7.42M +$7.42M +25,094 New
CAM
474
ClariVest Asset Management
California
$7.42M -$1.27M -4,307 -15%
SCM
475
Shelton Capital Management
Colorado
$7.38M -$477K -1,614 -6%
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