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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 %
TSS
1726
Thomas Story & Son
Indiana
$503K – – –
TFA
1727
Trinity Financial Advisors
Ohio
$503K – – –
BCG
1728
Breakwater Capital Group
New Jersey
$503K +$21.7K +75 +5%
MCWA
1729
Meadow Creek Wealth Advisors
Georgia
$502K +$502K +1,699 New
YIA
1730
YHB Investment Advisors
Connecticut
$500K +$296 +1 +0.1%
JWM
1731
Jeppson Wealth Management
California
$500K – – –
SWP
1732
Summit Wealth Partners
Florida
$498K – – –
IPW
1733
Impact Partnership Wealth
Georgia
$498K +$309K +1,046 +164%
FC
1734
Forte Capital
New York
$497K +$81.6K +276 +20%
AI
1735
AdvisorShares Investments
Maryland
$497K +$93.7K +317 +23%
HCM
1736
Hollencrest Capital Management
California
$496K +$62.1K +210 +14%
KWM
1737
Kaydan Wealth Management
Michigan
$496K – – –
EFG
1738
Everhart Financial Group
Ohio
$496K -$10.6K -36 -2%
VAM
1739
Verity Asset Management
North Carolina
$494K +$296 +1 +0.1%
CFO
1740
Callan Family Office
Pennsylvania
$494K +$36.1K +122 +8%
CA
1741
Cornerstone Advisory
Maryland
$493K +$81.6K +276 +20%
EP
1742
Edgestream Partners
New Jersey
$491K -$130K -439 -21%
ACM
1743
Arcataur Capital Management
Wisconsin
$491K -$25.1K -85 -5%
HWM
1744
Hohimer Wealth Management
Washington
$490K -$1.18K -4 -0.2%
WDA
1745
Wendell David Associates
New Hampshire
$489K – – –
CHA
1746
Cooper/Haims Advisors
New York
$489K -$100K -339 -17%
CCWM
1747
Cassaday & Co Wealth Management
Virginia
$488K -$50.9K -172 -9%
SAM
1748
Smartleaf Asset Management
Massachusetts
$488K +$488K +1,648 New
LI
1749
Lafayette Investments
Maryland
$488K -$14.8K -50 -3%
FBC
1750
Fairfield, Bush & Co
Connecticut
$488K -$887 -3 -0.2%
68 69
70
71 72