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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 %
DA
1801
Doliver Advisors
Texas
$449K -$34.3K -116 -7%
WMA
1802
West Michigan Advisors
Michigan
$449K +$198K +669 +79%
PBK
1803
Peoples Bank (Kansas)
Kansas
$449K -$7.98K -27 -2%
CFCI
1804
Comprehensive Financial Consultants Institutional
Indiana
$447K -$2.07K -7 -0.5%
IIC
1805
Integrated Investment Consultants
Michigan
$447K +$3.25K +11 +0.7%
MS
1806
Mizuho Securities
Japan
$446K +$446K +1,510 New
PVH
1807
Psagot Value Holdings
Israel
$445K +$282K +953 +173%
TA
1808
Tectonic Advisors
Texas
$444K +$2.37K +8 +0.5%
CCM
1809
Chickasaw Capital Management
Tennessee
$444K – – –
SFO
1810
Stokes Family Office
Louisiana
$444K -$155K -523 -26%
JWM
1811
Jupiter Wealth Management
Colorado
$444K – – –
BB
1812
Bell Bank
North Dakota
$444K – – –
RC
1813
RBO & Co
California
$444K – – –
SEM
1814
Strategic Equity Management
Arizona
$443K +$2.07K +7 +0.5%
CFAM
1815
Center For Asset Management
Florida
$442K +$296 +1 +0.1%
GAM
1816
Gould Asset Management
California
$441K +$76.9K +260 +21%
LIM
1817
Longfellow Investment Management
Massachusetts
$441K +$441K +1,490 New
SAG
1818
SageView Advisory Group
California
$440K -$593K -1,947 -57%
TW
1819
TrinityPoint Wealth
Connecticut
$439K +$591 +2 +0.1%
NEWAS
1820
N.E.W. Advisory Services
Wisconsin
$438K -$16.3K -55 -4%
PPP
1821
Private Portfolio Partners
New Jersey
$438K +$137K +465 +46%
ICM
1822
IMS Capital Management
Oregon
$436K – – –
APW
1823
Acima Private Wealth
Virginia
$436K – – –
APW
1824
Austin Private Wealth
Texas
$435K +$90.2K +305 +26%
WC
1825
Weil Company
California
$434K -$318K -1,077 -42%
71 72
73
74 75