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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 %
AI
1401
Accredited Investors
Minnesota
$854K +$154K +520 +22%
MCM
1402
Manchester Capital Management
Vermont
$853K +$24.2K +82 +3%
FCAS
1403
First Command Advisory Services
Texas
$853K +$22.1K +75 +3%
CFO
1404
CVA Family Office
Colorado
$852K -$41.7K -141 -5%
BAM
1405
Belpointe Asset Management
Nevada
$851K -$68.3K -231 -7%
GIP
1406
Granite Investment Partners
California
$849K +$97.6K +330 +13%
IIC
1407
Ironwood Investment Counsel
Arizona
$848K -$7.39K -25 -0.9%
CWA
1408
Clarus Wealth Advisors
Arizona
$846K +$846K +3,001 New
CI
1409
CX Institutional
Indiana
$846K -$29K -98 -3%
KFS
1410
Kurt F. Somerville
$846K -$8.87K -30 -1%
AFG
1411
Allegheny Financial Group
Pennsylvania
$844K +$1.77K +6 +0.2%
APG
1412
Abacus Planning Group
South Carolina
$844K – – –
QWM
1413
Quadcap Wealth Management
Texas
$843K +$843K +2,852 New
KFS
1414
Kaizen Financial Strategies
California
$843K +$118K +400 +16%
CA
1415
Carson Advisory
Georgia
$843K – – –
MAM
1416
Morse Asset Management
Connecticut
$842K -$272K -920 -24%
CIA
1417
Compass Ion Advisors
Pennsylvania
$839K -$33.1K -112 -4%
PF
1418
Prosperitas Financial
California
$837K -$95.5K -323 -10%
BI
1419
Ballast Inc
Kentucky
$835K – – –
CG
1420
Clarus Group
Texas
$835K +$117K +397 +16%
DEM
1421
Disciplined Equity Management
Florida
$831K – – –
PIM
1422
Plato Investment Management
Australia
$829K +$829K +2,805 New
FMN
1423
Financial Management Network
California
$828K +$867 +3 +0.1%
PC
1424
Peavine Capital
Nevada
$828K – – –
EIP
1425
Epoch Investment Partners
New York
$828K -$50.3K -170 -6%
55 56
57
58 59