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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 %
AAM
1151
Aureus Asset Management
Massachusetts
$1.3M +$591 +2 +0%
BFO
1152
Biltmore Family Office
North Carolina
$1.3M – – –
AIS
1153
AM Investment Strategies
Tennessee
$1.3M -$58.8K -199 -4%
AAB
1154
ABN AMRO Bank
Netherlands
$1.3M -$199K -670 -13%
FCA
1155
FinTrust Capital Advisors
South Carolina
$1.29M +$29.9K +101 +2%
EB
1156
Eastern Bank
Massachusetts
$1.29M -$23.9K -81 -2%
NQWM
1157
Northwest Quadrant Wealth Management
Oregon
$1.29M +$5.62K +19 +0.4%
SB
1158
Strategic Blueprint
Georgia
$1.29M +$6.21K +21 +0.5%
FCP
1159
Fidelis Capital Partners
Florida
$1.29M +$382K +1,292 +42%
SWA
1160
Stratos Wealth Advisors
Ohio
$1.29M -$143K -482 -10%
CA
1161
Continuum Advisory
Idaho
$1.29M -$152K -514 -11%
IGGA
1162
Iron Gate Global Advisors
Utah
$1.28M +$39.9K +135 +3%
MMA
1163
Miracle Mile Advisors
California
$1.28M -$6.48M -21,915 -83%
LAM
1164
LECAP Asset Management
United Kingdom
$1.28M +$1.28M +4,322 New
CFG
1165
Cooper Financial Group
California
$1.28M +$124K +420 +11%
TPWA
1166
TRUE Private Wealth Advisors
Oregon
$1.27M -$8.87K -30 -0.7%
PP
1167
Patten & Patten
Tennessee
$1.27M -$79.2K -268 -6%
C
1168
Certuity
Florida
$1.27M +$654K +2,211 +106%
CWS
1169
Confluence Wealth Services
Pennsylvania
$1.27M -$2.96K -10 -0.2%
SIA
1170
Sit Investment Associates
Minnesota
$1.27M – – –
CFP
1171
Catalyst Financial Partners
Massachusetts
$1.27M +$18.6K +63 +1%
BL
1172
Balentine LLC
Georgia
$1.27M +$48.2K +163 +4%
WT
1173
Washington Trust
Rhode Island
$1.26M +$236K +797 +23%
DIM
1174
Delta Investment Management
California
$1.26M +$136K +459 +12%
RBFC
1175
Roman Butler Fullerton & Co
Missouri
$1.26M +$24.6K +82 +2%
45 46
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