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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 %
SCP
576
Stamos Capital Partners
California
$5.3M -$1.48M -4,990 -22%
GBWM
577
Granite Bay Wealth Management
New Hampshire
$5.28M -$874K -3,362 -14%
WS
578
Wedbush Securities
California
$5.27M -$521K -1,761 -9%
TCA
579
Trifecta Capital Advisors
Illinois
$5.25M +$266K +898 +5%
OHWP
580
Oak Harbor Wealth Partners
North Carolina
$5.24M -$11.2K -38 -0.2%
AC
581
Abbrea Capital
California
$5.24M +$167K +565 +3%
VIM
582
Vinva Investment Management
Australia
$5.24M +$1.03M +3,472 +24%
GA
583
Gateway Advisory
New Jersey
$5.22M -$172K -583 -3%
Credit Agricole
584
Credit Agricole
France
$5.22M +$734K +2,481 +16%
AG
585
Advocate Group
Minnesota
$5.22M -$251K -849 -5%
MPI
586
Mairs & Power Inc
Minnesota
$5.2M – – –
CCB
587
Country Club Bank
Missouri
$5.19M -$6.83K -23 -0.1%
CB
588
Community Bank
New York
$5.18M -$207K -700 -4%
OIA
589
OneDigital Investment Advisors
Kansas
$5.17M +$2.81M +9,492 +119%
MIM
590
Montgomery Investment Management
Maryland
$5.17M -$36.7K -124 -0.7%
PFP
591
Pinnacle Financial Partners
Tennessee
$5.16M +$318K +1,077 +7%
BFIM
592
Beese Fulmer Investment Management
Ohio
$5.16M -$94.6K -320 -2%
ACM
593
Alpha Capital Management
Texas
$5.13M -$45.5K -154 -0.9%
PPW
594
Parcion Private Wealth
Washington
$5.11M +$25.4K +86 +0.5%
MAM
595
Marketfield Asset Management
New York
$5.08M – – –
Optiver Holding
596
Optiver Holding
Netherlands
$5.05M +$5.05M +17,079 New
GAM
597
Griffin Asset Management
New York
$5.05M +$64.8K +219 +1%
FMC
598
First Merchants Corp
Indiana
$5.04M +$61.5K +208 +1%
FM
599
Foster & Motley
Ohio
$5.01M +$14.8K +50 +0.3%
ACM
600
Altrius Capital Management
North Carolina
$5.01M -$98.8K -334 -2%
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