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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 %
AWP
601
Ascent Wealth Partners
New York
$4.99M +$78.1K +264 +2%
CSPIA
602
Cary Street Partners Investment Advisory
Virginia
$4.98M +$433K +1,466 +10%
MC
603
Mathes Company
New York
$4.98M -$1.48K -5 -0%
CCM
604
Consolidated Capital Management
California
$4.98M -$1.44M -4,858 -22%
SGAM
605
Smith Group Asset Management
Texas
$4.92M +$4.92M +16,645 New
SFI
606
Siemens Fonds Invest
Germany
$4.91M +$253K +855 +5%
TCM
607
Twin Capital Management
Pennsylvania
$4.9M -$89.3K -302 -2%
SCP
608
Sandhill Capital Partners
New York
$4.9M -$496K -1,678 -9%
KA
609
Kintegral Advisory
New York
$4.9M -$31.3K -106 -0.6%
WJWM
610
Williams Jones Wealth Management
New York
$4.9M -$195K -660 -4%
LF
611
Longbow Finance
Switzerland
$4.88M +$226K +764 +5%
CIA
612
Concurrent Investment Advisors
Florida
$4.88M +$4.88M +16,489 New
KTM
613
Keeler Thomas Management
Utah
$4.87M +$87.8K +297 +2%
PCA
614
Pallas Capital Advisors
Massachusetts
$4.83M +$86.6K +293 +2%
SIM
615
Studio Investment Management
Illinois
$4.78M +$879K +2,973 +23%
NMIMC
616
Northwestern Mutual Investment Management Company
Wisconsin
$4.77M +$13.6K +46 +0.3%
GWM
617
Geneos Wealth Management
Colorado
$4.77M -$211K -715 -4%
HIC
618
Holderness Investments Company
North Carolina
$4.77M +$1.81M +6,120 +61%
FAIM
619
Financial Advocates Investment Management
Washington
$4.75M -$1.3M -4,400 -22%
RGI
620
River Global Investors
United Kingdom
$4.73M +$4.73M +16,000 New
BOH
621
Bank of Hawaii
Hawaii
$4.73M -$1.51M -5,116 -24%
GT
622
Greenleaf Trust
Michigan
$4.72M -$110K -372 -2%
RWS
623
Resolute Wealth Strategies
Mississippi
$4.72M -$175K -591 -4%
MCM
624
MAI Capital Management
Ohio
$4.7M +$392K +1,327 +9%
TCWA
625
Turtle Creek Wealth Advisors
Texas
$4.69M +$4.69M +15,866 New
23 24
25
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