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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 %
VA
526
Vident Advisory
Georgia
$6.04M +$428K +1,447 +8%
TIAA Trust, National Association
527
TIAA Trust, National Association
North Carolina
$6.02M -$120K -407 -2%
VFA
528
Valeo Financial Advisors
Indiana
$6.01M +$170K +574 +3%
SL
529
Summitry LLC
California
$5.97M +$198K +668 +3%
MA
530
Mutual Advisors
Nebraska
$5.92M +$1.56M +5,274 +36%
AHC
531
Anderson Hoagland & Co
Missouri
$5.85M -$14.6K -51 -0.2%
AAS
532
Ameritas Advisory Services
Nebraska
$5.81M +$197K +632 +3%
ADL
533
Asset Dedication LLC
California
$5.81M -$15.9K -54 -0.3%
NIM
534
Northeast Investment Management
Massachusetts
$5.81M -$77.2K -261 -1%
CAG
535
Crestwood Advisors Group
Massachusetts
$5.81M +$404K +1,367 +7%
ONB
536
Old National Bancorp
Indiana
$5.8M -$657K -2,222 -10%
Millennium Management
537
Millennium Management
New York
$5.76M -$56.3M -190,413 -91%
SS
538
Simplicity Solutions
Minnesota
$5.76M +$21K +71 +0.4%
FLI
539
Family Legacy Inc
South Carolina
$5.73M +$2.07K +7 +0%
MGP
540
Metis Global Partners
California
$5.65M -$602K -2,035 -10%
IC
541
IEQ Capital
California
$5.64M -$514K -1,740 -8%
RG
542
Retirement Group
California
$5.62M +$15.1K +51 +0.3%
KJWM
543
Kiley Juergens Wealth Management
Washington
$5.61M +$10.6K +36 +0.2%
IMCOOI
544
Investment Management Corp of Ontario (IMCO)
Canada
$5.59M +$3.53M +11,955 +172%
TFA
545
Teamwork Financial Advisors
Texas
$5.55M +$5.55M +18,767 New
CAM
546
Columbia Asset Management
Michigan
$5.55M -$60.3K -204 -1%
PWP
547
Perfromance Wealth Partners
Illinois
$5.53M -$438K -1,482 -7%
BC
548
Burney Company
Virginia
$5.53M -$101K -340 -2%
KWA
549
Kingswood Wealth Advisors
California
$5.51M +$1.27M +4,293 +30%
RBC
550
Romano Brothers & Co
Illinois
$5.49M -$166K -563 -3%
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