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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 %
CCT
2226
Capital City Trust
Florida
$239K – – –
CCM
2227
Carlson Capital Management
Minnesota
$238K -$3.55K -12 -1%
WFC
2228
Western Financial Corp
California
$238K +$238K +803 New
DOA
2229
D'Orazio & Associates
Virginia
$237K +$1.77K +6 +0.8%
WMC
2230
Westwood Management Corporation
Illinois
$237K -$889K -3,000 -79%
KOC
2231
Koss-Olinger Consulting
Florida
$237K +$7.39K +25 +3%
CFGA
2232
Cambridge Financial Group (Arizona)
Arizona
$237K +$237K +801 New
BEAM
2233
Baker Ellis Asset Management
Washington
$237K -$29.6K -100 -11%
APW
2234
Axim Planning & Wealth
Ohio
$237K – – –
MCB
2235
Morton Community Bank
Illinois
$236K +$236K +797 New
CWG
2236
Crown Wealth Group
North Carolina
$235K +$235K +796 New
CW
2237
Cook Wealth
North Carolina
$235K +$235K +809 New
SQA
2238
Simon Quick Advisors
New Jersey
$235K -$38.4K -130 -14%
RW
2239
Rede Wealth
Virginia
$235K +$5.62K +19 +2%
FVWA
2240
Foster Victor Wealth Advisors
South Carolina
$235K +$1.75K +6 +0.8%
BFW
2241
Brady Family Wealth
Missouri
$235K -$39.9K -135 -15%
KWM
2242
Kolinsky Wealth Management
New Jersey
$234K -$89.9K -304 -28%
BA
2243
Ballew Advisors
Mississippi
$234K -$9.77K -34 -4%
HI
2244
Hoey Investments
Pennsylvania
$234K -$1.83M -6,196 -89%
BFG
2245
Bouchey Financial Group
New York
$234K +$3.84K +13 +2%
WIM
2246
Westside Investment Management
California
$233K – – –
ME
2247
McIlrath & Eck
Washington
$233K +$9.75K +33 +4%
RIM
2248
Redwood Investment Management
Arizona
$233K -$1.92M -6,481 -89%
OWM
2249
Orgel Wealth Management
Wisconsin
$232K +$232K +785 New
MP
2250
McDonald Partners
Ohio
$232K -$1.77K -6 -0.8%
88 89
90
91 92