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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 %
CC
1951
Callan Capital
California
$364K -$281K -951 -44%
RWPA
1952
Richard W. Paul & Associates
Michigan
$363K +$18.6K +63 +5%
EA
1953
Eudaimonia Advisors
Tennessee
$362K -$8.87K -30 -2%
RCG
1954
Resource Consulting Group
Florida
$362K – – –
IAP
1955
Indie Asset Partners
Indiana
$361K -$1.48K -5 -0.4%
CCM
1956
Canal Capital Management
Virginia
$361K +$2.07K +7 +0.6%
NLP
1957
Next Level Private
New York
$361K – – –
OPTFSNA
1958
Old Point Trust & Financial Services N A
Virginia
$360K – – –
CCG
1959
Catalina Capital Group
California
$359K +$359K +1,214 New
JF
1960
Joule Financial
Kentucky
$359K -$6.51K -22 -2%
SGCA
1961
Steel Grove Capital Advisors
Tennessee
$358K -$13.3K -45 -4%
SIA
1962
Sage Investment Advisers
New York
$357K -$27.8K -94 -7%
GP
1963
Greenline Partners
New York
$356K – – –
SCI
1964
Silver Coast Investments
United States
$356K +$356K +1,204 New
CWA
1965
CJM Wealth Advisers
Virginia
$356K +$2.07K +7 +0.6%
GWAG
1966
Garrett Wealth Advisory Group
Texas
$355K -$7.39K -25 -2%
WC
1967
Waterloo Capital
Texas
$355K +$355K +1,202 New
BWM
1968
Baystate Wealth Management
Massachusetts
$355K +$95.3K +322 +37%
FC
1969
FCA Corp
Texas
$355K – – –
PGIM
1970
Pacific Global Investment Management
California
$355K -$1.18K -4 -0.3%
FOA
1971
Five Oceans Advisors
California
$352K -$591 -2 -0.2%
WWM
1972
Waterway Wealth Management
Texas
$352K +$352K +1,190 New
TA
1973
TruWealth Advisors
Louisiana
$351K – – –
DCM
1974
Dudley Capital Management
Virginia
$351K +$2.07K +7 +0.6%
WCA
1975
Westover Capital Advisors
Delaware
$350K – – –
77 78
79
80 81