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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 %
AMM
1751
American Money Management
California
$487K +$21.6K +73 +5%
CAC
1752
Core Alternative Capital
Georgia
$486K -$90.2K -305 -16%
NCM
1753
Novare Capital Management
North Carolina
$485K – – –
WA
1754
WealthTrust Axiom
Pennsylvania
$482K -$11.2K -38 -2%
GCA
1755
Gradient Capital Advisors
California
$482K -$25.4K -86 -5%
OA
1756
Operose Advisors
Wisconsin
$481K -$130K -441 -21%
SFP
1757
Sweet Financial Partners
Minnesota
$480K +$296 +1 +0.1%
Arrowstreet Capital
1758
Arrowstreet Capital
Massachusetts
$480K +$480K +1,622 New
UBV
1759
United Bank (Virginia)
Virginia
$480K – – –
AFM
1760
Armstrong Fleming & Moore
District of Columbia
$480K +$296 +1 +0.1%
SAI
1761
Savvy Advisors Inc
New York
$479K +$479K +1,621 New
BFA
1762
Beaumont Financial Advisors
Massachusetts
$478K +$70.1K +237 +17%
VBFG
1763
Vishria Bird Financial Group
Tennessee
$475K – – –
CNB
1764
Camden National Bank
Maine
$475K -$7.39K -25 -2%
SFG
1765
Sunburst Financial Group
Alabama
$474K -$3.55K -12 -0.7%
WMG
1766
WESCAP Management Group
California
$473K – – –
PWP
1767
Pursue Wealth Partners
California
$473K – – –
BHBT
1768
Burke & Herbert Bank & Trust
Virginia
$472K -$74.2K -251 -14%
CPC
1769
Congress Park Capital
New York
$472K +$51.7K +175 +12%
PP
1770
Pacifica Partners
Canada
$470K +$38.5K +151 +9%
ACA
1771
Affinity Capital Advisors
California
$469K +$34.6K +117 +8%
WP
1772
WealthSource Partners
California
$469K -$94K -318 -17%
BB
1773
Burford Brothers
Texas
$468K +$468K +1,582 New
PFG
1774
Prosperity Financial Group
California
$467K +$11.5K +39 +3%
KBFS
1775
Kohmann Bosshard Financial Services
Ohio
$466K -$22.2K -75 -5%
69 70
71
72 73