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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 %
DAM
1101
Diamant Asset Management
Connecticut
$1.46M +$59.1K +200 +4%
GWSG
1102
GPS Wealth Strategies Group
Colorado
$1.46M +$29.6K +100 +2%
GLR
1103
Great Lakes Retirement
Ohio
$1.45M +$88.1K +298 +6%
PWAM
1104
Pinnacle West Asset Management
Wyoming
$1.45M +$38.4K +130 +3%
SIA
1105
Schear Investment Advisers
Ohio
$1.45M +$6.51K +22 +0.5%
BFO
1106
Boston Family Office
Massachusetts
$1.44M – – –
ISL
1107
Ingalls & Snyder LLC
New York
$1.43M – – –
MF
1108
Manchester Financial
California
$1.43M -$40.8K -138 -3%
TBA
1109
Tower Bridge Advisors
Pennsylvania
$1.43M +$32.5K +110 +2%
TLA
1110
Tanglewood Legacy Advisors
Texas
$1.41M – – –
CCG
1111
Cypress Capital Group
Florida
$1.41M -$376K -1,270 -21%
JFGIW
1112
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41M +$321K +1,084 +29%
MNBTD
1113
Moody National Bank Trust Division
Texas
$1.41M -$1.62M -5,466 -53%
GM
1114
GeoWealth Management
Illinois
$1.4M +$992K +3,357 +243%
OIA
1115
Optimum Investment Advisors
Illinois
$1.4M -$156K -526 -10%
CRIG
1116
Charter Research & Investment Group
Connecticut
$1.4M – – –
EIA
1117
Eldridge Investment Advisors
New Hampshire
$1.4M – – –
SWM
1118
Silverlake Wealth Management
Vermont
$1.4M -$531K -1,796 -28%
DI
1119
Diligent Investors
California
$1.39M -$12.4K -42 -0.9%
BTWM
1120
Baker Tilly Wealth Management
Wisconsin
$1.39M -$53.8K -182 -4%
FAM
1121
Flaharty Asset Management
Florida
$1.39M – – –
MGIU
1122
M&G Investments (USA)
Illinois
$1.38M +$1.38M +4,679 New
BCP
1123
Blue Chip Partners
Michigan
$1.38M -$11M -37,306 -89%
OWM
1124
Opes Wealth Management
California
$1.38M +$2.96K +10 +0.2%
WFS
1125
Widmann Financial Services
Maryland
$1.37M -$10.1K -34 -0.7%
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