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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 %
GVAG
626
Great Valley Advisor Group
Delaware
$4.66M -$464K -1,569 -9%
MFG
627
Monte Financial Group
Connecticut
$4.65M -$685K -2,316 -13%
MCM
628
Monument Capital Management
Virginia
$4.63M -$10.9K -37 -0.2%
RC
629
Roundview Capital
New Jersey
$4.62M +$42.6K +144 +0.9%
GIM
630
Goelzer Investment Management
Indiana
$4.61M +$145K +492 +3%
LSAG
631
Lake Street Advisors Group
New Hampshire
$4.6M -$5.32K -18 -0.1%
AF
632
Arrow Financial
New York
$4.6M -$153K -518 -3%
ECM
633
EagleClaw Capital Management
Massachusetts
$4.6M -$44.4K -150 -1%
CNBT
634
Canandaigua National Bank & Trust
New York
$4.58M -$613K -2,074 -12%
EDRH
635
Edmond de Rothschild Holding
Switzerland
$4.57M -$260K -878 -5%
Assenagon Asset Management
636
Assenagon Asset Management
Luxembourg
$4.57M -$34.1M -115,435 -88%
LNC
637
Lincoln National Corp
Pennsylvania
$4.54M +$42.9K +145 +1%
SSB
638
Sandy Spring Bank
Maryland
$4.54M +$402K +1,358 +10%
BTI
639
Blue Trust Inc
Georgia
$4.52M -$14.7K -54 -0.3%
EAM
640
Eukles Asset Management
Ohio
$4.52M +$6.51K +22 +0.1%
Koshinski Asset Management
641
Koshinski Asset Management
Illinois
$4.51M -$1.63M -5,513 -27%
RF
642
Robbins Farley
New Hampshire
$4.5M +$60.6K +205 +1%
TWA
643
TCI Wealth Advisors
Arizona
$4.49M -$49.7K -168 -1%
PAS
644
Park Avenue Securities
New York
$4.48M +$224K +757 +5%
WTFG
645
Wells Trecaso Financial Group
Ohio
$4.46M +$436K +1,474 +11%
RBA
646
Richard Bernstein Advisors
New York
$4.46M +$2.66K +9 +0.1%
SWP
647
Stratos Wealth Partners
Ohio
$4.44M +$374K +1,265 +9%
RC
648
RBF Capital
California
$4.44M – – –
ET
649
Equitable Trust
Tennessee
$4.42M -$65.6K -222 -1%
TVWM
650
Tower View Wealth Management
Wisconsin
$4.42M +$242K +817 +6%
24 25
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