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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 %
VIG
1126
Vienna Insurance Group
Poland
$1.37M -$675K -2,282 -33%
RIA
1127
Realta Investment Advisors
Delaware
$1.36M -$310K -1,048 -19%
LCM
1128
LVM Capital Management
Michigan
$1.36M +$7.39K +25 +0.5%
BIM
1129
Bridges Investment Management
Nebraska
$1.34M +$591K +2,000 +79%
BIA
1130
Beacon Investment Advisors
Maryland
$1.34M +$6.51K +22 +0.5%
TCWM
1131
Total Clarity Wealth Management
Illinois
$1.34M -$51.1K -173 -4%
CCA
1132
Cobblestone Capital Advisors
New York
$1.34M -$340K -1,150 -20%
CIAS
1133
Capital Investment Advisory Services
North Carolina
$1.33M +$103K +348 +8%
WC
1134
Westhampton Capital
North Carolina
$1.33M – – –
VWM
1135
Vivid Wealth Management
Iowa
$1.33M +$1.33M +4,509 New
VFM
1136
Viking Fund Management
North Dakota
$1.33M -$3.25M -11,000 -71%
WPW
1137
Waldron Private Wealth
Pennsylvania
$1.33M -$19.5K -66 -1%
FTC
1138
Farmers Trust Company
Ohio
$1.33M +$35.5K +120 +3%
OP
1139
ORG Partners
Indiana
$1.33M +$475K +1,606 +56%
HFA
1140
High Falls Advisors
New York
$1.33M +$23.1K +78 +2%
NSB
1141
Norway Savings Bank
Maine
$1.32M +$31K +105 +2%
BG
1142
Bahl & Gaynor
Ohio
$1.32M -$19.2K -65 -1%
BAM
1143
Byrne Asset Management
New Jersey
$1.32M -$62K -208 -4%
CAMV
1144
Concord Asset Management (Virginia)
Virginia
$1.32M +$381K +1,289 +41%
GI
1145
GAMMA Investing
California
$1.32M +$1.32M +4,383 New
AWA
1146
Aaron Wealth Advisors
Illinois
$1.31M -$1.77K -6 -0.1%
WOC
1147
West Oak Capital
California
$1.31M +$16K +55 +1%
RCI
1148
RS Crum Inc
California
$1.31M – – –
MWM
1149
Mission Wealth Management
California
$1.31M +$2.66K +9 +0.2%
ACG
1150
Allen Capital Group
Nebraska
$1.3M -$34.9K -118 -3%
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