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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 %
TCM
776
Traynor Capital Management
Pennsylvania
$3.12M +$142K +479 +5%
WWP
777
WR Wealth Planners
Missouri
$3.12M -$27.8K -94 -0.9%
SMC
778
Smith, Moore & Co
Missouri
$3.11M -$5.62K -19 -0.2%
CA
779
Cambridge Advisors
Nebraska
$3.11M -$23.7K -80 -0.8%
MMPW
780
Mitchell McLeod Pugh & Williams
Alabama
$3.1M -$24.8K -84 -0.8%
MAM
781
Mystic Asset Management
Rhode Island
$3.1M +$41.4K +140 +1%
PH
782
Pinnacle Holdings
Oklahoma
$3.09M +$7.1K +24 +0.2%
NGA
783
Naples Global Advisors
Florida
$3.09M +$12.1K +41 +0.4%
WAP
784
Wealthcare Advisory Partners
Pennsylvania
$3.08M +$448K +1,515 +17%
MMG
785
Monetary Management Group
Missouri
$3.07M – – –
KC
786
Kinloch Capital
Virginia
$3.07M -$103K -347 -3%
DCM
787
Donaldson Capital Management
Indiana
$3.07M -$63.9K -216 -2%
PA
788
PFG Advisors
Arizona
$3.06M -$36.7K -124 -1%
MCCP
789
Mission Creek Capital Partners
California
$3.06M -$117K -396 -4%
FDS
790
First Dallas Securities
Texas
$3.05M +$1.84M +6,226 +153%
SVWAG
791
Sound View Wealth Advisors Group
Georgia
$3.03M +$294K +994 +11%
OLA
792
Oliver Luxxe Assets
New Jersey
$3.03M +$50.3K +170 +2%
AssetMark Inc
793
AssetMark Inc
California
$3.02M -$738K -2,495 -20%
IIA
794
IPG Investment Advisors
California
$3.02M +$1.83M +6,193 +154%
BCM
795
Beck Capital Management
Texas
$3.01M -$25.4K -86 -0.8%
TC
796
Truvestments Capital
Florida
$3.01M -$137K -463 -4%
OFS
797
OneAscent Financial Services
Alabama
$3M +$2.77M +9,370 +1,218%
1SB
798
1ST Source Bank
Indiana
$2.99M -$88.7K -300 -3%
ATPW
799
Ashton Thomas Private Wealth
Arizona
$2.99M -$420K -1,422 -12%
AP
800
Americana Partners
Texas
$2.98M -$1.13M -4,987 -27%
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