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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 %
ISB
651
Iowa State Bank
Iowa
$4.42M +$99.9K +338 +2%
LC
652
Legacy CG
Texas
$4.38M +$4.38M +14,814 New
NSIM
653
North Star Investment Management
Illinois
$4.38M +$2.96K +10 +0.1%
FFWA
654
FRG Family Wealth Advisors
Washington
$4.37M -$594K -2,010 -12%
CG
655
Castellan Group
Kentucky
$4.37M +$853K +2,885 +24%
ACM
656
Argyle Capital Management
Pennsylvania
$4.37M -$761K -2,573 -15%
CFD
657
Creative Financial Designs
Indiana
$4.35M +$42.3K +143 +1%
IWC
658
Integrated Wealth Concepts
Massachusetts
$4.35M -$492K -1,665 -10%
CICC
659
Capital Investment Counsel (Colorado)
Colorado
$4.35M +$4.35M +14,720 New
RSWM
660
Robertson Stephens Wealth Management
California
$4.35M -$52.3K -177 -1%
Members Trust
661
Members Trust
Florida
$4.34M -$582K -1,960 -12%
MCC
662
Malaga Cove Capital
California
$4.34M -$323K -1,093 -7%
GIA
663
Guyasuta Investment Advisors
Pennsylvania
$4.32M -$14.8K -50 -0.3%
WB
664
Webster Bank
Connecticut
$4.31M -$22.5K -76 -0.5%
PI
665
Putnam Investments
Massachusetts
$4.27M -$5.8M -19,602 -58%
FCH
666
Freestone Capital Holdings
Washington
$4.22M +$20.7K +70 +0.5%
IPW
667
IronBridge Private Wealth
Texas
$4.21M -$55.9K -189 -1%
AIMCA
668
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.2M – – –
TW
669
Transform Wealth
Colorado
$4.18M +$39.3K +133 +0.9%
WIS
670
Wright Investors Service
Connecticut
$4.18M +$755K +2,553 +22%
EH
671
Equitable Holdings
New York
$4.17M +$899K +3,041 +27%
DIP
672
DT Investment Partners
Pennsylvania
$4.17M -$213K -699 -5%
PK
673
Pflug Koory
Nebraska
$4.17M +$7.39K +25 +0.2%
ClearBridge Investments
674
ClearBridge Investments
New York
$4.13M -$71.6K -242 -2%
Nomura Holdings
675
Nomura Holdings
Japan
$4.13M +$3.28M +11,081 +386%
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