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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 %
VT
876
Vise Technologies
New York
$2.43M +$589K +1,992 +32%
OA
877
Oxbow Advisors
Texas
$2.43M -$27.8K -94 -1%
CFG
878
Citizens Financial Group
Rhode Island
$2.42M +$739K +2,500 +44%
TA
879
TKG Advisors
Indiana
$2.42M +$1.27M +4,309 +111%
UCB
880
United Community Bank
South Carolina
$2.42M +$136K +459 +6%
AA
881
Argent Advisors
Louisiana
$2.4M -$10.6K -36 -0.4%
MLA
882
MB, Levis & Associates
Pennsylvania
$2.39M +$6.21K +21 +0.3%
JWM
883
JPL Wealth Management
Colorado
$2.39M +$2.39M +8,093 New
BHC
884
Bowen Hanes & Co
Florida
$2.38M -$5.91K -20 -0.2%
BHCM
885
Brevan Howard Capital Management
Jersey
$2.38M +$2.38M +8,043 New
FIM
886
Fruth Investment Management
Texas
$2.38M – – –
CK
887
Cohen Klingenstein
New York
$2.37M – – –
WI
888
Wintrust Investments
Illinois
$2.37M +$1.64K +6 +0.1%
CG
889
Cynosure Group
Utah
$2.36M +$887 +3 +0%
MFG
890
MidWestOne Financial Group
Iowa
$2.35M -$7.39K -25 -0.3%
MC
891
Mirabaud & Cie
Switzerland
$2.33M +$2.33M +7,893 New
LBC
892
Lowe Brockenbrough & Co
Virginia
$2.33M -$463K -1,565 -17%
HCM
893
Howland Capital Management
Massachusetts
$2.32M -$1.18K -4 -0.1%
GFA
894
Gifford Fong Associates
California
$2.31M – – –
OC
895
Oarsman Capital
Wisconsin
$2.3M +$70.1K +237 +3%
FMB
896
Field & Main Bank
Kentucky
$2.29M -$9.17K -31 -0.4%
DWP
897
Daymark Wealth Partners
Ohio
$2.29M -$5.95K -331 -0.3%
MFIM
898
Mesirow Financial Investment Management
Illinois
$2.29M +$2.29M +95,753 New
TIA
899
Trust Investment Advisors
Indiana
$2.29M +$3.55K +12 +0.2%
DWT
900
Dorsey & Whitney Trust
South Dakota
$2.28M +$38.7K +131 +2%
34 35
36
37 38