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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 %
NFA
1076
Northern Financial Advisors
Michigan
$1.54M +$94.3K +319 +7%
KA
1077
Kovack Advisors
Florida
$1.53M -$34.9K -118 -2%
SCM
1078
SOL Capital Management
Maryland
$1.53M +$1.48K +5 +0.1%
ERIC
1079
Eagle Rock Investment Company
Georgia
$1.53M – – –
MI
1080
Motiv8 Investments
Florida
$1.52M +$1.52M +5,154 New
TPI
1081
Trust Point Inc
Wisconsin
$1.52M +$1.52M +5,141 New
HI
1082
Horizon Investments
North Carolina
$1.52M -$1.72M -5,852 -53%
GC
1083
Garde Capital
Washington
$1.51M +$79.8K +270 +6%
WFM
1084
Wolff Financial Management
Michigan
$1.51M -$5.03K -17 -0.3%
GPA
1085
Garrison Point Advisors
California
$1.51M -$13.3K -45 -0.9%
SIMG
1086
Sonora Investment Management Group
Arizona
$1.5M -$56.5K -191 -4%
IFWM
1087
Institute for Wealth Management
Colorado
$1.5M -$16.3K -55 -1%
GEA
1088
Glen Eagle Advisors
New Jersey
$1.5M -$67.7K -229 -4%
ANB
1089
Amarillo National Bank
Texas
$1.5M -$19.5K -66 -1%
GS
1090
GTS Securities
New York
$1.5M +$1.26M +4,252 +526%
GC
1091
Gilbert & Cook
Iowa
$1.5M +$56.8K +192 +4%
BCWM
1092
Bartlett & Co Wealth Management
Ohio
$1.5M -$138K -466 -8%
BC
1093
Bartlett & Co
Ohio
$1.5M -$138K -466 -8%
IAIM
1094
International Assets Investment Management
Florida
$1.49M -$44.9K -152 -3%
PFBT
1095
Parkside Financial Bank & Trust
Missouri
$1.49M -$149K -503 -9%
WIC
1096
Woodmont Investment Counsel
Tennessee
$1.49M +$861K +2,912 +136%
XWM
1097
Xcel Wealth Management
Florida
$1.49M -$14.5K -49 -1%
DFA
1098
DHJJ Financial Advisors
Illinois
$1.48M – – –
FCB
1099
First County Bank
Connecticut
$1.48M -$43.2K -146 -3%
DF
1100
Donoghue Forlines
Massachusetts
$1.48M +$79.2K +268 +6%
42 43
44
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