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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 %
ATWA
951
Arbor Trust Wealth Advisors
Michigan
$1.99M -$80.4K -272 -4%
AG
952
AlTi Global
New York
$1.99M +$1.99M +6,736 New
NS
953
NBC Securities
Alabama
$1.99M +$3.55K +12 +0.2%
QCG
954
Quadrant Capital Group
Ohio
$1.99M +$566K +1,914 +40%
APP
955
Avantax Planning Partners
Iowa
$1.99M -$29.6K -100 -1%
TWP
956
Tyche Wealth Partners
Texas
$1.98M +$1.98M +6,712 New
OAM
957
Oak Asset Management
California
$1.98M -$29.9K -101 -1%
CAG
958
Csenge Advisory Group
Florida
$1.98M +$106K +360 +6%
AAM
959
AR Asset Management
California
$1.98M – – –
EWM
960
Empirical Wealth Management
Washington
$1.98M -$281K -951 -12%
NRG
961
Nemes Rush Group
Michigan
$1.98M -$44.9K -152 -2%
DJSG
962
D.J. St. Germain
Massachusetts
$1.98M +$16K +54 +0.8%
GSB
963
Greenfield Savings Bank
Massachusetts
$1.97M -$2.96K -10 -0.1%
CA
964
CoreCap Advisors
Michigan
$1.97M +$774K +2,618 +65%
IW
965
Imprint Wealth
South Carolina
$1.96M -$16K -54 -0.8%
WWM
966
Western Wealth Management
Colorado
$1.96M -$54.4K -184 -3%
Temasek Holdings
967
Temasek Holdings
Singapore
$1.96M +$1.96M +6,615 New
WA
968
Waverly Advisors
Alabama
$1.95M -$388K -1,313 -17%
Two Sigma Investments
969
Two Sigma Investments
New York
$1.95M -$15.7M -53,059 -89%
AIC
970
Argus Investors Counsel
New York
$1.95M – – –
PA
971
Parallel Advisors
California
$1.95M -$120K -406 -6%
ZF
972
Zhang Financial
Michigan
$1.95M +$135K +456 +7%
CWP
973
Concord Wealth Partners
Virginia
$1.95M +$268K +905 +16%
OCM
974
Orleans Capital Management
Louisiana
$1.95M +$101K +340 +5%
MWM
975
Modera Wealth Management
New Jersey
$1.94M -$139K -470 -7%
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