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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 %
TNA
1051
True North Advisors
Texas
$1.63M +$296 +1 +0%
CRC
1052
Curi RMB Capital
Illinois
$1.62M +$5.91K +20 +0.4%
AWE
1053
Avidian Wealth Enterprises
Texas
$1.62M -$162K -547 -9%
CAMG
1054
CWA Asset Management Group
Florida
$1.61M +$341K +1,154 +27%
SIA
1055
Schechter Investment Advisors
Michigan
$1.61M +$39K +132 +2%
AW
1056
Alaethes Wealth
Nevada
$1.61M +$25.4K +86 +2%
CI
1057
Cigna Investments
Connecticut
$1.61M -$20.7K -70 -1%
HPC
1058
HM Payson & Co
Maine
$1.59M -$2.66K -9 -0.2%
SAM
1059
Sequent Asset Management
Texas
$1.59M – – –
PCM
1060
Princeton Capital Management
New Jersey
$1.59M -$84.3K -285 -5%
CFGS
1061
Concourse Financial Group Securities
Alabama
$1.59M +$102K +346 +7%
PA
1062
Probity Advisors
Texas
$1.58M -$304K -1,029 -16%
WANY
1063
Wealthspire Advisors (New York)
New York
$1.58M +$130K +438 +9%
FFA
1064
Farther Finance Advisors
California
$1.58M +$729K +2,467 +86%
CA
1065
Clearstead Advisors
Ohio
$1.57M -$1.68M -5,681 -52%
AWM
1066
Accurate Wealth Management
Florida
$1.57M +$59.6K +204 +4%
GFS
1067
GYL Financial Synergies
Connecticut
$1.57M +$51.1K +173 +3%
CC
1068
Courier Capital
New York
$1.57M +$786K +2,660 +101%
AWAG
1069
ARS Wealth Advisors Group
Florida
$1.56M -$470K -1,591 -23%
GIM
1070
Guardian Investment Management
California
$1.56M -$207K -700 -12%
CPC
1071
Cookson Peirce & Co
Pennsylvania
$1.55M +$1.48K +5 +0.1%
NFG
1072
Nations Financial Group
Iowa
$1.55M +$136K +461 +10%
CIA
1073
Cladis Investment Advisory
Montana
$1.54M -$14.8K -50 -0.9%
DLA
1074
Douglas Lane & Associates
New York
$1.54M -$28.1K -95 -2%
CGL
1075
Clarius Group LLC
Washington
$1.54M -$72.1K -244 -4%
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