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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 %
VBCG
926
Valley Brook Capital Group
Pennsylvania
$2.13M -$39.9K -135 -2%
TSWM
927
Triangle Securities Wealth Management
North Carolina
$2.13M -$6.51K -22 -0.3%
TSS
928
Two Sigma Securities
New York
$2.12M +$1.25M +4,222 +143%
LB
929
Legacy Bridge
Iowa
$2.11M – – –
CSI
930
Cross Staff Investments
New York
$2.1M -$17.4K -59 -0.8%
BWM
931
BNC Wealth Management
Oregon
$2.1M +$1.64M +5,533 +352%
RAM
932
Ramirez Asset Management
New York
$2.09M +$133K +450 +7%
RT
933
Rockland Trust
Massachusetts
$2.09M +$6.51K +22 +0.3%
GCM
934
Gables Capital Management
Florida
$2.09M – – –
LHC
935
Little House Capital
Massachusetts
$2.09M +$252K +851 +14%
CA
936
CGN Advisors
Kansas
$2.09M -$32.2K -109 -2%
CIA
937
Cascade Investment Advisors
Oregon
$2.07M -$13.3K -45 -0.6%
FSA
938
Franklin Street Advisors
North Carolina
$2.07M – – –
WBCM
939
Wilson & Boucher Capital Management
California
$2.06M – – –
QIM
940
Quest Investment Management
Oregon
$2.06M -$66.5K -225 -3%
WAM
941
Weatherly Asset Management
California
$2.06M -$22.2K -75 -1%
HKAM
942
Horizon Kinetics Asset Management
New York
$2.06M -$11.8K -40 -0.6%
ANTB
943
AMG National Trust Bank
Colorado
$2.06M +$8.28K +28 +0.4%
RMC
944
Resources Management Corp
Connecticut
$2.04M +$297K +1,004 +17%
LGF
945
LGT Group Foundation
Liechtenstein
$2.03M +$297K +1,000 +17%
XF
946
XML Financial
Maryland
$2.03M +$15.7K +53 +0.8%
SCA
947
STALEY CAPITAL ADVISERS
Pennsylvania
$2.01M – – –
HCM
948
Hilton Capital Management
New York
$2.01M – – –
TWM
949
Trueblood Wealth Management
Ohio
$2M +$2M +6,765 New
RPCONE
950
Retirement Planning Company of New England
Rhode Island
$1.99M +$95.8K +324 +5%
36 37
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