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Caterpillar
CAT

Overview Fund Activity

2,559 hedge funds and large institutions have $107B invested in Caterpillar in 2023 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 920 increasing their positions, 950 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,559
Holders Change
+170
Holders Change %
+7.12%
% of All Funds
37.52%
Holding in Top 10
73
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.35%
% of All Funds
1.07%
New
311
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
$4.26B
2
CWP
Capital Wealth Planning
Florida
$350M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$178M
4
Charles Schwab
Charles Schwab
California
$948M
5
UBS Group
UBS Group
Switzerland
$521M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$72.3M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$297K
3
DZ Bank
DZ Bank
Germany
$18.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$333M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
201
Bradley Foster & Sargent
Connecticut
$34.1M +$210K +711 +0.6%
Vontobel Holding
202
Vontobel Holding
Switzerland
$33.8M +$5.72M +19,344 +20%
COPPSERS
203
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33M +$2.7M +9,142 +9%
RPI
204
Railway Pension Investments
United Kingdom
$32.6M +$4.14M +14,000 +15%
VF
205
Vest Financial
Virginia
$32M +$6.33M +21,423 +25%
LCS
206
Levin Capital Strategies
New York
$32M +$735K +2,485 +2%
MPMG
207
Minneapolis Portfolio Management Group
Minnesota
$32M -$1.04M -3,520 -3%
BNP Paribas Asset Management
208
BNP Paribas Asset Management
France
$31.8M +$579K +1,958 +2%
UIM
209
USS Investment Management
United Kingdom
$31.3M -$2.26M -7,642 -7%
YCM
210
Yousif Capital Management
Michigan
$31.3M -$1.18M -3,985 -4%
TPSF
211
Texas Permanent School Fund
Texas
$31.1M -$23.4K -79 -0.1%
AWM
212
AE Wealth Management
Kansas
$31.1M +$3.89M +12,999 +14%
CAM
213
Cresset Asset Management
Illinois
$31M +$2.71M +9,155 +10%
ELC
214
Edgar Lomax Company
Virginia
$30.9M -$1.19M -4,025 -4%
WSTAM
215
Wilbanks Smith & Thomas Asset Management
Virginia
$30.9M +$148K +501 +0.5%
II
216
IFM Investors
Australia
$30.3M -$519K -1,754 -2%
CS
217
Candriam SCA
Luxembourg
$30.1M +$11M +37,052 +57%
WAS
218
Wesleyan Assurance Society
United Kingdom
$29.9M -$227K -769 -0.8%
SEI Investments
219
SEI Investments
Pennsylvania
$29.6M -$61.1M -206,798 -67%
Canada Pension Plan Investment Board
220
Canada Pension Plan Investment Board
Ontario, Canada
$29.6M -$18.6M -62,790 -39%
PA
221
Paralel Advisors
Colorado
$29.6M – – –
X
222
Xponance
Pennsylvania
$29.3M -$1.06M -3,593 -3%
KBC Group
223
KBC Group
Belgium
$29.2M +$1.77M +5,977 +6%
ACI
224
Alpha Cubed Investments
California
$29.1M +$2.8M +9,460 +11%
PA
225
Pinnacle Associates
New York
$28.4M +$1.55M +5,237 +6%
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