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 %
JF
1776
Jump Financial
Illinois
$465K -$696K -2,355 -60%
FHB
1777
First Hawaiian Bank
Hawaii
$464K -$771K -2,608 -62%
SMA
1778
Sage Mountain Advisors
Georgia
$464K -$6.51K -22 -1%
DIA
1779
Davidson Investment Advisors
Montana
$464K – – –
RPWA
1780
Regent Peak Wealth Advisors
Georgia
$464K +$2.07K +7 +0.4%
BWM
1781
BCS Wealth Management
Tennessee
$463K – – –
VPP
1782
Vertex Planning Partners
Illinois
$463K -$21.3K -72 -4%
TTWM
1783
TCV Trust & Wealth Management
Virginia
$462K -$2.96K -10 -0.6%
TWM
1784
Tradition Wealth Management
Minnesota
$461K -$95.5K -323 -17%
BBA
1785
Braun-Bostich & Associates
Pennsylvania
$460K +$460K +1,556 New
QFA
1786
Quantum Financial Advisors
California
$459K – – –
B
1787
Bridgeworth
Alabama
$458K -$887 -3 -0.2%
SSW
1788
Smith Shellnut Wilson
Mississippi
$458K – – –
COCM
1789
Charter Oak Capital Management
New Hampshire
$458K +$592 +2 +0.1%
SWMG
1790
Sanchez Wealth Management Group
Florida
$456K +$2.37K +8 +0.5%
VAG
1791
VisionPoint Advisory Group
Texas
$456K -$145K -492 -24%
CA
1792
CapWealth Advisors
Tennessee
$456K – – –
SA
1793
SAM Advisors
California
$455K – – –
WFI
1794
West Family Investments
California
$455K – – –
WSWA
1795
Warren Street Wealth Advisors
California
$454K +$15.7K +53 +4%
SIA
1796
Soltis Investment Advisors
Utah
$452K +$63.3K +214 +16%
VCAM
1797
Van Cleef Asset Management
Ohio
$452K +$177K +600 +65%
BIA
1798
Bigelow Investment Advisors
Maine
$451K +$7.98K +27 +2%
GBT
1799
Grove Bank & Trust
Florida
$451K -$296 -1 -0.1%
AC
1800
Allstate Corporation
Illinois
$451K -$91.1K -308 -17%
70 71
72
73 74