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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 %
MCP
2151
Mirador Capital Partners
California
$269K -$190K -642 -41%
PI
2152
Pettee Investors
Connecticut
$268K – – –
CJFS
2153
Coulter & Justus Financial Services
Tennessee
$268K – – –
HAG
2154
HF Advisory Group
Maryland
$267K -$591 -2 -0.2%
WCFA
2155
Walkner Condon Financial Advisors
Wisconsin
$267K +$41.1K +139 +18%
WDG
2156
Wealth Dimensions Group
Ohio
$267K -$67.7K -229 -20%
BONST
2157
Bank of Nova Scotia Trust
Ontario, Canada
$266K – – –
PWP
2158
Private Wealth Partners
California
$266K – – –
CCM
2159
Cullen Capital Management
New York
$266K – – –
ACM
2160
Andina Capital Management
Utah
$266K +$266K +900 New
EIG
2161
Ellenbecker Investment Group
Wisconsin
$266K +$266K +901 New
IFS
2162
Ifrah Financial Services
Arkansas
$266K -$20.4K -69 -7%
SCP
2163
Sivia Capital Partners
California
$265K +$265K +896 New
CVA
2164
Central Valley Advisors
California
$265K +$265K +895 New
FFWM
2165
Future Financial Wealth Management
Ohio
$264K -$62.7K -212 -19%
BFA
2166
Beacon Financial Advisory
Ohio
$264K -$106K -358 -29%
GHA
2167
GW Henssler & Associates
Georgia
$263K – – –
EA
2168
Eclectic Associates
California
$263K -$6.21K -21 -2%
WIM
2169
WealthPlan Investment Management
Nebraska
$263K – – –
FAN
2170
Financial Advisors Network
California
$263K +$263K +889 New
WCM
2171
WealthBridge Capital Management
Ohio
$263K -$3.55K -12 -1%
HT
2172
Headlands Technologies
Illinois
$263K +$166K +561 +172%
FPB
2173
First PREMIER Bank
South Dakota
$262K – – –
PRS
2174
Pinkerton Retirement Specialists
Idaho
$261K -$111K -377 -30%
PMG
2175
ProVise Management Group
Florida
$261K +$2.37K +8 +0.9%
85 86
87
88 89