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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 %
CT
1351
Colonial Trust
South Carolina
$932K -$29K -98 -3%
MBT
1352
Montecito Bank & Trust
California
$932K +$2.07K +7 +0.2%
SPA
1353
Sherbrooke Park Advisers
New York
$932K +$379K +1,283 +69%
CWM
1354
Concentric Wealth Management
California
$931K – – –
PWA
1355
Provenance Wealth Advisors
Florida
$929K +$41.4K +140 +5%
KWMG
1356
King Wealth Management Group
Florida
$928K -$1.18K -4 -0.1%
GWM
1357
Gray Wealth Management
Maine
$927K +$19.2K +65 +2%
IGWM
1358
ICA Group Wealth Management
Colorado
$927K +$77.8K +263 +9%
AAIS
1359
ABN AMRO Investment Solutions
$925K +$21.3K +72 +2%
HVIA
1360
Hudson Valley Investment Advisors
New York
$924K +$73.1K +250 +9%
MLFP
1361
MPS Loria Financial Planners
Illinois
$921K -$101K -342 -10%
CWM
1362
CCG Wealth Management
California
$920K -$2.37K -8 -0.3%
LSA
1363
Lion Street Advisors
Texas
$915K -$8.28K -28 -0.9%
GC
1364
Grimes & Company
Massachusetts
$914K +$210K +710 +30%
LWAM
1365
Legacy Wealth Asset Management
Minnesota
$914K -$3.55K -12 -0.4%
YDMI
1366
Y.D. More Investments
Israel
$912K +$62.3K +211 +7%
BST
1367
Bath Savings Trust
Maine
$911K +$34.6K +117 +4%
FFG
1368
Fortem Financial Group
California
$911K – – –
UCI
1369
Uncommon Cents Investing
Wisconsin
$908K +$478K +1,615 +111%
BW
1370
Bison Wealth
Georgia
$906K +$269K +910 +42%
BA
1371
Ballast Advisors
Minnesota
$904K -$29.3K -99 -3%
MIC
1372
Means Investment Company
Maine
$903K +$32.2K +109 +4%
FFO
1373
Fiduciary Family Office
Florida
$903K +$903K +3,054 New
VRM
1374
Vectors Research Management
New York
$902K +$902K +3,051 New
KA
1375
KLCM Advisors
Wisconsin
$901K -$12.4K -42 -1%
53 54
55
56 57