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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 %
IP
826
Ignite Planners
California
$2.76M +$89.6K +306 +3%
MG
827
Mather Group
Illinois
$2.75M +$331K +1,120 +14%
RCM
828
RB Capital Management
Nevada
$2.75M +$32.5K +110 +1%
NP
829
NorthRock Partners
Minnesota
$2.74M +$1.21M +4,081 +79%
SDIC
830
South Dakota Investment Council
South Dakota
$2.73M – – –
AWM
831
Avitas Wealth Management
California
$2.7M +$97.9K +331 +4%
TT
832
TI-Trust
Illinois
$2.69M -$44.4K -150 -2%
AUB
833
Atlantic Union Bankshares
Virginia
$2.68M -$176K -596 -6%
LIM
834
Loudon Investment Management
New Hampshire
$2.67M – – –
LWP
835
LMG Wealth Partners
Louisiana
$2.67M +$47.9K +162 +2%
RSA
836
River Street Advisors
Illinois
$2.65M -$5.03K -17 -0.2%
BB
837
Berkshire Bank
Massachusetts
$2.64M -$184K -624 -7%
PNC
838
Park National Corp
Ohio
$2.64M -$9.76K -33 -0.4%
SW
839
SVB Wealth
Massachusetts
$2.63M -$26.9K -91 -1%
EWA
840
EP Wealth Advisors
California
$2.63M +$119K +404 +5%
HSA
841
HBK Sorce Advisory
Pennsylvania
$2.62M +$22.5K +76 +0.9%
OAM
842
Occidental Asset Management
California
$2.62M +$347K +1,175 +15%
LFAS
843
Level Four Advisory Services
Texas
$2.62M +$270K +913 +11%
BCM
844
Becker Capital Management
Oregon
$2.62M -$92.8K -314 -3%
HDIM
845
Hanson & Doremus Investment Management
Vermont
$2.61M -$37.3K -126 -1%
CAAS
846
Capital Asset Advisory Services
Michigan
$2.61M -$267K -903 -9%
GW
847
GW & Wade
Massachusetts
$2.6M +$780K +2,637 +43%
AWA
848
Arete Wealth Advisors
Illinois
$2.59M +$671K +2,269 +35%
NP
849
Nilsine Partners
Colorado
$2.58M +$29.9K +101 +1%
PFA
850
Pure Financial Advisors
California
$2.57M +$56.8K +192 +2%
32 33
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