CAT icon

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 %
ZIG
1676
Zullo Investment Group
Pennsylvania
$544K +$34.9K +118 +7%
CMAI
1677
Capital Management Associates Inc
Minnesota
$544K +$544K +2,124 New
CPIG
1678
Chicago Partners Investment Group
Illinois
$543K -$65.1K -224 -11%
MSF
1679
Mustard Seed Financial
Arkansas
$543K +$543K +1,836 New
CA
1680
Commerzbank Aktiengesellschaft
Germany
$541K +$150K +507 +38%
SC
1681
Sepio Capital
Utah
$540K +$39K +132 +8%
FWTB
1682
First Western Trust Bank
Colorado
$540K +$887 +3 +0.2%
PL
1683
Plancorp LLC
Missouri
$540K +$15.7K +53 +3%
FWP
1684
Firethorn Wealth Partners
Georgia
$540K +$87.5K +296 +19%
SAF
1685
Smith Anglin Financial
Texas
$539K +$1.77K +6 +0.3%
BFC
1686
Bedel Financial Consulting
Indiana
$537K -$20.4K -69 -4%
AC
1687
Avestar Capital
New York
$537K +$86.6K +293 +19%
HFBOT
1688
Home Federal Bank of Tennessee
Tennessee
$535K -$88.7K -300 -14%
MW
1689
MBL Wealth
North Carolina
$535K +$535K +1,808 New
USB
1690
Union Savings Bank
Connecticut
$535K – – –
RCA
1691
Ranch Capital Advisors
Florida
$535K -$5.32K -18 -1%
TFG
1692
Taylor Financial Group
Virginia
$534K +$534K +1,805 New
TC
1693
Telemus Capital
Michigan
$533K +$11.5K +39 +2%
BBNB
1694
Baker Boyer National Bank
Washington
$532K – – –
Harris Associates
1695
Harris Associates
Illinois
$532K – – –
AGAM
1696
Audent Global Asset Management
California
$530K +$51.8K +175 +11%
EI
1697
EDMP Inc
Florida
$530K +$186K +628 +54%
RDWM
1698
Red Door Wealth Management
Tennessee
$527K +$43.8K +148 +9%
BWM
1699
Benchmark Wealth Management
Connecticut
$527K +$296 +1 +0.1%
LA
1700
Lakeside Advisors
Washington
$527K +$296 +1 +0.1%
66 67
68
69 70