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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 %
SSWM
851
Smith Salley Wealth Management
North Carolina
$2.56M -$320K -1,084 -11%
CPIA
852
Cornell Pochily Investment Advisors
New York
$2.56M +$110K +373 +5%
CIG
853
Cullen Investment Group
Louisiana
$2.55M +$2.55M +8,627 New
MGIA
854
Moneta Group Investment Advisors
Missouri
$2.55M -$94.9K -321 -4%
MAS
855
Meeder Advisory Services
Ohio
$2.54M -$72.7K -246 -3%
JWCA
856
J.W. Cole Advisors
Florida
$2.54M +$283K +958 +13%
DWA
857
Douglass Winthrop Advisors
New York
$2.53M – – –
SF
858
Slagle Financial
Illinois
$2.53M +$1.24M +8,319 +96%
MMHP
859
Murphy Middleton Hinkle & Parker
Georgia
$2.52M -$7.98K -27 -0.3%
IAMOG
860
Investors Asset Management of Georgia
Georgia
$2.5M +$199K +675 +9%
HF
861
HRT Financial
New York
$2.5M -$827K -2,798 -25%
BCM
862
Boltwood Capital Management
California
$2.49M +$12.4K +42 +0.5%
CIC
863
Cornercap Investment Counsel
Georgia
$2.49M +$104K +352 +4%
GTAM
864
Global Trust Asset Management
Florida
$2.49M +$15.4K +52 +0.6%
SI
865
Symmetry Investments
Jersey
$2.48M +$2.48M +8,400 New
RCM
866
Radnor Capital Management
Pennsylvania
$2.47M -$91.6K -310 -4%
RIL
867
Rothschild Investment LLC
Illinois
$2.47M -$195K -659 -7%
CPA
868
Court Place Advisors
Maryland
$2.47M -$2.96K -10 -0.1%
SLI
869
Sumitomo Life Insurance
Japan
$2.46M -$127K -431 -5%
FCA
870
FLC Capital Advisors
California
$2.45M -$130K -439 -5%
FHA
871
First Horizon Advisors
Tennessee
$2.45M +$25.4K +86 +1%
CD
872
Chapin Davis
Maryland
$2.44M +$8.57K +29 +0.4%
GMFG
873
Greater Midwest Financial Group
Minnesota
$2.43M +$2.43M +8,218 New
WBC
874
Westpac Banking Corp
Australia
$2.43M +$166K +563 +7%
OPA
875
Old Port Advisors
Maine
$2.43M -$53.5K -181 -2%
33 34
35
36 37