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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 %
LAM
976
L2 Asset Management
Massachusetts
$1.93M +$1.84M +6,210 +1,923%
AIA
977
Affinity Investment Advisors
California
$1.93M +$153K +519 +9%
IA
978
Inspire Advisors
Idaho
$1.92M +$62.1K +210 +3%
CAM
979
Cozad Asset Management
Illinois
$1.92M +$171K +579 +10%
WCM
980
Weaver Capital Management
Georgia
$1.91M +$1.91M +6,471 New
RA
981
RFG Advisory
Alabama
$1.91M -$58.2K -197 -3%
FIA
982
Foundations Investment Advisors
Arizona
$1.89M +$20.3K +66 +1%
WP
983
WealthPLAN Partners
Nebraska
$1.89M +$7.98K +27 +0.4%
IAS
984
Insigneo Advisory Services
Florida
$1.89M +$635K +2,148 +50%
RF
985
Rollins Financial
Georgia
$1.89M +$623K +2,107 +49%
RFA
986
Rollins Financial Advisors
New York
$1.89M +$1.89M +6,395 New
EHWM
987
Eads & Heald Wealth Management
Georgia
$1.88M +$22.5K +76 +1%
FGAM
988
Financial Gravity Asset Management
Texas
$1.88M +$94.2K +37 +5%
HI
989
Harbour Investments
Wisconsin
$1.88M +$139K +469 +8%
TSW
990
Thompson Siegel & Walmsley
Virginia
$1.87M -$10.1K -34 -0.5%
VSQM
991
V-Square Quantitative Management
Illinois
$1.87M +$674K +2,280 +56%
CST
992
Charles Schwab Trust
Nevada
$1.86M – – –
CWAG
993
Compton Wealth Advisory Group
Virginia
$1.86M +$1.45M +4,889 +353%
FFM
994
Forum Financial Management
Illinois
$1.85M -$97K -328 -5%
SIA
995
Strategic Investment Advisors
Michigan
$1.85M -$631K -2,134 -25%
MWM
996
Massachusetts Wealth Management
Massachusetts
$1.84M +$81.6K +276 +5%
WPW
997
Watershed Private Wealth
Illinois
$1.84M – – –
CT
998
Coastline Trust
Rhode Island
$1.84M -$26.6K -90 -1%
SP
999
Symmetry Partners
Connecticut
$1.84M -$242K -815 -12%
OPCM
1000
Osborne Partners Capital Management
California
$1.83M -$44.4K -150 -2%
38 39
40
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