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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 %
PWMAG
1276
Pinnacle Wealth Management Advisory Group
New Jersey
$1.05M -$54.4K -184 -5%
BRM
1277
Boston Research & Management
Massachusetts
$1.05M – – –
HWA
1278
HHM Wealth Advisors
Tennessee
$1.05M -$4.44K -15 -0.4%
EHC
1279
Everett Harris & Co
California
$1.04M – – –
SFA
1280
Souders Financial Advisors
Ohio
$1.04M +$1.04M +3,529 New
SHFA
1281
SS&H Financial Advisors
Michigan
$1.04M – – –
PFA
1282
Pathway Financial Advisors
Vermont
$1.04M +$103K +350 +11%
FIM
1283
Freedom Investment Management
Connecticut
$1.04M +$81.9K +277 +9%
WQ
1284
Wealth Quarterback
New Jersey
$1.04M +$484K +1,637 +87%
WA
1285
Wealth Architects
California
$1.04M +$8.87K +30 +0.9%
CWM
1286
Cornerstone Wealth Management
Missouri
$1.04M +$10.6K +36 +1%
SGK
1287
Steigerwald Gordon & Koch
Virginia
$1.04M -$2.66K -9 -0.3%
HH
1288
Hilltop Holdings
Texas
$1.04M +$131K +442 +14%
DG
1289
DMC Group
Alabama
$1.04M -$4.73K -16 -0.5%
DBIA
1290
Dumont & Blake Investment Advisors
New Jersey
$1.04M -$34K -115 -3%
CAM
1291
Covenant Asset Management
New Jersey
$1.03M +$649K +2,194 +168%
1WM
1292
1858 Wealth Management
Ohio
$1.03M +$1.03M +3,498 New
RMDI
1293
R.M. Davis Inc
Maine
$1.03M -$32.5K -110 -3%
AIM
1294
Aspen Investment Management
Michigan
$1.03M +$3.25K +11 +0.3%
MFF
1295
Mango Five Family
Nevada
$1.02M +$1.02M +3,465 New
RCAG
1296
Rehmann Capital Advisory Group
Michigan
$1.02M -$15.1K -51 -1%
TCM
1297
Telos Capital Management
California
$1.02M -$22.2K -75 -2%
QIM
1298
Quantitative Investment Management
Virginia
$1.02M -$3.02M -10,229 -75%
MFG
1299
Menard Financial Group
Texas
$1.02M +$61.2K +207 +6%
TIA
1300
Tiemann Investment Advisors
California
$1.01M -$8.87K -30 -0.9%
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