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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 %
FAB
1626
First American Bank
Illinois
$594K – – –
JWBC
1627
J.W. Burns & Co
New York
$591K – – –
BCM
1628
Bienville Capital Management
New York
$591K – – –
CCG
1629
Ceeto Capital Group
Florida
$591K – – –
S
1630
SimplyRich
California
$590K – – –
FFA
1631
Founders Financial Alliance
North Carolina
$589K -$113K -381 -16%
WCM
1632
Winthrop Capital Management
Indiana
$588K +$588K +1,989 New
AT
1633
American Trust
Kentucky
$585K -$50.3K -170 -8%
FHWM
1634
Fox Hill Wealth Management
Massachusetts
$585K +$585K +1,978 New
PG
1635
Patten Group
Tennessee
$584K +$887 +3 +0.2%
BMCM
1636
Bryn Mawr Capital Management
Pennsylvania
$582K -$128K -433 -18%
SWM
1637
Sterling Wealth Management
Illinois
$582K +$582K +1,969 New
FH
1638
FWG Holdings
Florida
$582K +$355K +1,214 +156%
SIC
1639
Shoker Investment Counsel
Ohio
$582K +$32.5K +110 +6%
GAA
1640
Guardian Asset Advisors
Pennsylvania
$578K +$578K +1,955 New
RFG
1641
Range Financial Group
Oregon
$577K -$205K -694 -26%
BFG
1642
Berger Financial Group
Minnesota
$577K -$29K -98 -5%
LMKC
1643
L.M. Kohn & Company
Ohio
$577K +$40.5K +137 +8%
AC
1644
Addison Capital
Pennsylvania
$575K +$55K +186 +11%
CHA
1645
Carmichael Hill & Associates
Maryland
$573K +$296 +1 +0.1%
OHWA
1646
Oak Hill Wealth Advisors
Virginia
$572K – – –
NFSG
1647
Newbridge Financial Services Group
Florida
$571K +$151K +513 +36%
AFC
1648
AFT Forsyth & Company
Florida
$569K -$10.3K -35 -2%
LA
1649
Latitude Advisors
Florida
$569K +$1.77K +6 +0.3%
EGWAG
1650
Elwood & Goetz Wealth Advisory Group
Georgia
$567K +$11.2K +38 +2%
64 65
66
67 68