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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 %
ATC
801
Adirondack Trust Company
New York
$2.98M -$127K -380 -4%
SCM
802
Schnieders Capital Management
California
$2.96M -$444K -1,500 -13%
SAM
803
Scopus Asset Management
New York
$2.96M -$5.53M -18,700 -65%
BIM
804
Baldwin Investment Management
Pennsylvania
$2.95M +$2.96K +10 +0.1%
PE
805
Point72 Europe
United Kingdom
$2.95M +$2.95M +9,962 New
AWMT
806
AAFMAA Wealth Management & Trust
North Carolina
$2.93M +$180K +610 +7%
MOS
807
MGO One Seven
Ohio
$2.93M +$163K +552 +6%
PWM
808
Pinnacle Wealth Management
California
$2.93M +$2.93M +9,898 New
CA
809
Cumberland Advisors
Florida
$2.91M – – –
CG
810
Caprock Group
Idaho
$2.91M -$17.1K -58 -0.6%
H
811
HoyleCohen
California
$2.91M +$45.8K +155 +2%
FWM
812
Finer Wealth Management
Massachusetts
$2.89M +$13.6K +46 +0.5%
HI
813
Hudock Inc
Pennsylvania
$2.89M +$2.66K +9 +0.1%
LFS
814
Legacy Financial Strategies
Kansas
$2.89M +$8.28K +28 +0.3%
MCM
815
Mill Capital Management
North Carolina
$2.88M -$38.1K -129 -1%
MCWS
816
McKinley Carter Wealth Services
West Virginia
$2.85M +$45.2K +153 +2%
WSC
817
Wellington Shields & Co
New York
$2.84M +$2.37K +8 +0.1%
CWA
818
Core Wealth Advisors
Florida
$2.82M -$31K -105 -1%
ATC
819
Argent Trust Co
Tennessee
$2.81M +$108K +364 +4%
FNBTCON
820
First National Bank & Trust Co of Newtown
Pennsylvania
$2.81M -$45.5K -154 -2%
PAM
821
Palisade Asset Management
Minnesota
$2.8M -$14.2K -48 -0.5%
RG
822
Richelieu Gestion
France
$2.79M +$749K +2,534 +37%
WEG
823
World Equity Group
Illinois
$2.79M +$389K +1,370 +16%
BWM
824
Buckley Wealth Management
Nevada
$2.77M – – –
AA
825
Aire Advisors
California
$2.76M -$103K -349 -4%
31 32
33
34 35