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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 %
LWA
1251
Lantern Wealth Advisors
New York
$1.09M +$1.09M +3,701 New
PAM
1252
Paradigm Asset Management
New York
$1.09M -$29.6K -100 -3%
1WM
1253
1900 Wealth Management
Texas
$1.09M -$121K -410 -10%
FFA
1254
First Foundation Advisors
California
$1.09M -$293K -990 -21%
MHIC
1255
Marble Harbor Investment Counsel
Massachusetts
$1.09M – – –
HWA
1256
HCR Wealth Advisors
California
$1.09M +$27.2K +92 +3%
FPCG
1257
Fort Pitt Capital Group
Pennsylvania
$1.09M -$23.4K -79 -2%
OAM
1258
Ostrum Asset Management
France
$1.09M +$4.14K +14 +0.4%
PWM
1259
Penobscot Wealth Management
Maine
$1.09M +$1.77K +6 +0.2%
LCGC
1260
Legacy Capital Group California
California
$1.08M -$2.96K -10 -0.3%
IF
1261
Intrua Financial
Texas
$1.08M -$137K -463 -11%
IP
1262
Investment Partners
Ohio
$1.08M -$2.07K -7 -0.2%
GWP
1263
Gateway Wealth Partners
Wisconsin
$1.07M -$2.47M -8,354 -70%
FCIM
1264
Fairview Capital Investment Management
California
$1.07M -$11.8K -40 -1%
SC
1265
SouthState Corp
Florida
$1.07M -$50K -169 -4%
MCM
1266
McKinley Capital Management
Alaska
$1.07M -$1.3M -4,383 -55%
PMSA
1267
Patrick M. Sweeney & Associates
Illinois
$1.07M +$1.07M +3,607 New
RFG
1268
RFP Financial Group
Georgia
$1.06M -$73.1K -247 -6%
TNB
1269
Thomasville National Bank
Georgia
$1.06M +$46.4K +157 +5%
CAM
1270
Costello Asset Management
Pennsylvania
$1.06M -$431K -1,457 -29%
JWCA
1271
J.W. Coons Advisors
Ohio
$1.06M – – –
WMP
1272
Wealth Management Partners
Arizona
$1.06M +$166K +560 +19%
VC
1273
Veracity Capital
Georgia
$1.06M -$208K -703 -16%
FFS
1274
Founders Financial Securities
Maryland
$1.06M +$10.9K +37 +1%
TAM
1275
Taurus Asset Management
New York
$1.05M – – –
49 50
51
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