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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 %
NB
1326
Nicolet Bankshares
Wisconsin
$973K – – –
WTA
1327
Washington Trust Advisors
Massachusetts
$971K +$15.4K +52 +2%
VCM
1328
Virtue Capital Management
Tennessee
$969K -$279K -967 -22%
MMM
1329
Mendel Money Management
Illinois
$966K +$98.5K +333 +11%
KLCM
1330
KG&L Capital Management
Louisiana
$965K +$353K +1,196 +58%
P
1331
Pitcairn
Pennsylvania
$964K -$3.84K -13 -0.4%
EP
1332
Eudaimonia Partners
Tennessee
$961K -$421K -1,425 -30%
BA
1333
Birinyi Associates
Connecticut
$961K – – –
TIA
1334
Traphagen Investment Advisors
New Jersey
$960K +$960K +3,246 New
CGH
1335
CMG Global Holdings
Texas
$959K -$7.75K -24 -0.8%
SIM
1336
Stratos Investment Management
Ohio
$958K -$37K -125 -4%
CFA
1337
Cahill Financial Advisors
Minnesota
$956K -$55.3K -187 -5%
AAM
1338
Auxier Asset Management
Oregon
$955K -$29.6K -100 -3%
CWP
1339
Cyndeo Wealth Partners
Florida
$954K +$13.6K +46 +1%
VCWA
1340
Vanguard Capital Wealth Advisors
Colorado
$952K +$28.1K +95 +3%
MW
1341
Marcum Wealth
Ohio
$950K +$246K +832 +35%
NAS
1342
Nicolet Advisory Services
Wisconsin
$948K +$867 +3 +0.1%
WE
1343
Wealth Effects
Massachusetts
$948K -$11.5K -39 -1%
BAM
1344
Berkshire Asset Management
Pennsylvania
$946K +$18.6K +63 +2%
ECM
1345
Evergreen Capital Management
Washington
$944K +$13.3K +45 +1%
RPC
1346
Rossmore Private Capital
Connecticut
$943K – – –
MSWM
1347
McGlone Suttner Wealth Management
Wisconsin
$941K +$97K +328 +11%
FNB
1348
Farmers National Bank
Kentucky
$939K -$7.69K -26 -0.8%
SAM
1349
SignalPoint Asset Management
Missouri
$935K +$886 +3 +0.1%
MFG
1350
Magnus Financial Group
New York
$934K -$4.44K -15 -0.5%
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