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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 %
SFA
1601
Source Financial Advisors
New York
$617K -$14.5K -49 -2%
NRC
1602
New Republic Capital
North Carolina
$616K -$47.9K -162 -7%
BWS
1603
Buck Wealth Strategies
Colorado
$615K -$16.3K -55 -3%
WAG
1604
Winthrop Advisory Group
Massachusetts
$615K +$60.6K +205 +11%
CG
1605
Corundum Group
Colorado
$614K -$11.2K -38 -2%
PPWP
1606
Premier Path Wealth Partners
New Jersey
$612K +$612K +2,071 New
TFO
1607
Tarbox Family Office
California
$612K – – –
APWM
1608
Atlas Private Wealth Management
New York
$611K +$296 +1 +0%
MCA
1609
Martin Capital Advisors
Texas
$611K – – –
CI Investments Inc
1610
CI Investments Inc
Ontario, Canada
$610K -$2.17M -7,332 -78%
GWM
1611
GSB Wealth Management
Connecticut
$610K +$296 +1 +0%
AA
1612
AF Advisors
California
$609K – – –
AA
1613
Addison Advisors
Vermont
$607K +$135K +457 +29%
TIMH
1614
Tilt Investment Management Holdings
New York
$606K -$193K -654 -24%
MSCM
1615
McElhenny Sheffield Capital Management
Texas
$606K – – –
RW
1616
REDW Wealth
New Mexico
$606K -$18K -61 -3%
CS
1617
Capital Square
Tennessee
$605K -$13.3K -45 -2%
LWM
1618
Lakeridge Wealth Management
Ohio
$603K +$603K +2,039 New
PWM
1619
Paulson Wealth Management
Illinois
$602K -$161K -545 -21%
GIA
1620
GHP Investment Advisors
Colorado
$601K -$24.8K -84 -4%
AIA
1621
Alera Investment Advisors
Illinois
$601K -$240K -810 -29%
FTIS
1622
First Trust Investment Solutions
Florida
$599K +$599K +2,027 New
TAM
1623
Townsend Asset Management
North Carolina
$597K +$1.18K +4 +0.2%
SC
1624
SRB Corp
Massachusetts
$596K +$596K +2,015 New
MC
1625
Machina Capital
France
$594K +$594K +2,010 New
63 64
65
66 67