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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 %
HT
751
Heritage Trust
Oklahoma
$3.31M -$9.17K -31 -0.3%
CICI
752
Capital Investment Counsel Inc
North Carolina
$3.29M +$103K +350 +3%
RCM
753
Regency Capital Management
Hawaii
$3.28M -$227K -769 -6%
GIS
754
Graphene Investments SAS
France
$3.28M – – –
MA
755
Modus Advisors
Minnesota
$3.27M -$31.6K -107 -1%
SA
756
Strategic Advisors
New York
$3.26M +$887 +3 +0%
GC
757
Gould Capital
Washington
$3.26M +$21K +71 +0.6%
GL
758
Graypoint LLC
New York
$3.26M -$34.3K -116 -1%
CAM
759
CPA Asset Management
Florida
$3.26M – – –
SC
760
Syon Capital
California
$3.25M +$2.07M +7,017 +177%
SF
761
Summit Financial
New Jersey
$3.24M +$677K +2,288 +26%
AMG
762
Asset Management Group
Connecticut
$3.24M +$14.5K +49 +0.4%
GCL
763
Gouws Capital LLC
North Carolina
$3.24M +$260K +880 +9%
GSC
764
G&S Capital
Colorado
$3.23M +$1.57M +5,308 +95%
BBHC
765
Brown Brothers Harriman & Co
New York
$3.22M -$63.3K -214 -2%
MWA
766
Midland Wealth Advisors
Illinois
$3.2M +$3.2M +10,827 New
BWAM
767
Boyd Watterson Asset Management
Ohio
$3.2M -$1.48K -5 -0%
EIP
768
Ellis Investment Partners
Pennsylvania
$3.19M +$6.8K +23 +0.2%
AS
769
Altshuler Shaham
Israel
$3.18M +$446K +1,508 +16%
WPP
770
Whalerock Point Partners
Rhode Island
$3.18M +$50.3K +170 +2%
EWM
771
Evercore Wealth Management
New York
$3.17M -$2.96K -10 -0.1%
IWM
772
IHT Wealth Management
Illinois
$3.16M +$11.5K +39 +0.4%
TCOT
773
Trust Company of Toledo
Ohio
$3.16M +$65.9K +223 +2%
PTC
774
Private Trust Company
Ohio
$3.15M -$48.5K -164 -2%
HAI
775
Hennessy Advisors Inc
California
$3.13M – – –
29 30
31
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