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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 %
LOIM
701
Liberty One Investment Management
Illinois
$3.77M +$153K +519 +4%
SCM
702
Stonebridge Capital Management
California
$3.76M -$29.6K -100 -0.8%
SC
703
Sapient Capital
Indiana
$3.76M +$3.76M +12,700 New
NIM
704
NEOS Investment Management
Connecticut
$3.75M +$472K +1,598 +14%
FCBT
705
First Citizens Bank & Trust
North Carolina
$3.73M -$261K -882 -7%
JSC
706
Jackson Square Capital
California
$3.72M -$2.17M -7,356 -37%
ACIM
707
Azimuth Capital Investment Management
Michigan
$3.71M -$37K -125 -1%
OAJ
708
Ogorek Anthony Joseph
New York
$3.71M -$5.32K -18 -0.1%
TW
709
TritonPoint Wealth
Maryland
$3.71M +$3.71M +12,535 New
BOC
710
Barbara Oil Co
Illinois
$3.7M – – –
TFS
711
Thoroughbred Financial Services
Tennessee
$3.69M +$148K +500 +4%
CL
712
Choreo LLC
Illinois
$3.66M +$569K +1,924 +18%
LNB
713
Ledyard National Bank
$3.65M +$3.23M +10,913 +754%
MA
714
Montag & Associates
Georgia
$3.63M +$278K +939 +8%
ACL
715
Applied Capital LLC
Florida
$3.62M -$84K -284 -2%
KWM
716
Kingsview Wealth Management
Oregon
$3.6M -$438K -1,483 -11%
SC
717
Slow Capital
California
$3.6M -$1.48K -5 -0%
JPMIA
718
J.P. Marvel Investment Advisors
Massachusetts
$3.6M -$45.8K -155 -1%
JCM
719
Jacobi Capital Management
Pennsylvania
$3.59M +$8.28K +28 +0.2%
GP
720
Geneva Partners
Wisconsin
$3.59M -$2.4M -8,126 -40%
TCOV
721
Trust Company of Vermont
Vermont
$3.59M -$596K -2,015 -14%
CSC
722
Caldwell Sutter Capital
California
$3.59M +$13.6K +46 +0.4%
VIP
723
Vista Investment Partners
Oklahoma
$3.58M +$3.58M +12,122 New
FWP
724
FAS Wealth Partners
Kansas
$3.58M +$228K +770 +7%
PA
725
Procyon Advisors
Connecticut
$3.52M +$131K +444 +4%
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