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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 %
GLA
1001
Good Life Advisors
Pennsylvania
$1.82M +$70.4K +238 +4%
CCA
1002
Checchi Capital Advisers
California
$1.81M +$50.9K +172 +3%
MWM
1003
Modern Wealth Management
Kansas
$1.81M +$1.81M +6,122 New
IP
1004
Intellectus Partners
California
$1.81M -$72.1K -244 -4%
HTC
1005
Haverford Trust Company
Pennsylvania
$1.81M -$29.6K -100 -2%
BFA
1006
Bragg Financial Advisors
North Carolina
$1.8M -$108K -366 -6%
FTWA
1007
Fifth Third Wealth Advisors
Ohio
$1.8M +$144K +486 +9%
CIA
1008
Choate Investment Advisors
Massachusetts
$1.8M +$93.4K +316 +5%
ESB
1009
Essex Savings Bank
Connecticut
$1.79M +$83.1K +281 +5%
LA
1010
Lifeworks Advisors
Michigan
$1.78M +$37.6K +127 +2%
NW
1011
Naviter Wealth
Arkansas
$1.78M +$277K +937 +18%
COA
1012
Crown Oak Advisors
California
$1.77M +$1.77M +6,000 New
BA
1013
Bridgewater Associates
Connecticut
$1.77M +$1.77M +5,997 New
SIG
1014
Stonegate Investment Group
Alabama
$1.77M +$1.77K +6 +0.1%
KMWM
1015
Keudell/Morrison Wealth Management
Oregon
$1.77M – – –
PVI
1016
Pine Valley Investments
New Jersey
$1.77M -$255K -861 -13%
FNBSF
1017
First National Bank Sioux Falls
South Dakota
$1.77M – – –
SPG
1018
Strategic Planning Group
Utah
$1.75M +$1.75M +5,910 New
AWA
1019
Arkadios Wealth Advisors
Georgia
$1.74M -$47.3K -160 -3%
WTB
1020
Washington Trust Bank
Washington
$1.74M -$26K -88 -1%
BFA
1021
Benedict Financial Advisors
Georgia
$1.73M -$58K -196 -3%
BP
1022
Ballentine Partners
Massachusetts
$1.72M +$7.98K +27 +0.5%
SCM
1023
Spreng Capital Management
Ohio
$1.72M -$103K -349 -6%
CIP
1024
Convergence Investment Partners
Florida
$1.71M -$249K -843 -13%
JIP
1025
Jaffetilchin Investment Partners
Florida
$1.71M -$58K -196 -3%
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