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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 %
CAL
2351
Capital Analysts LLC
Pennsylvania
$176K -$890 -3 -0.5%
MSG
2352
Main Street Group
Virginia
$170K +$170K +573 New
PS
2353
Planned Solutions
California
$169K +$169K +571 New
BHWM
2354
Beaird Harris Wealth Management
Texas
$166K +$2.37K +8 +1%
NBT
2355
Northwest Bank & Trust
Iowa
$165K +$165K +557 New
SC
2356
Stephens Consulting
Michigan
$163K – – –
POIA
2357
Pin Oak Investment Advisors
Texas
$160K +$591 +2 +0.4%
FPFS
2358
First Personal Financial Services
North Carolina
$158K – – –
DCBT
2359
Dakota Community Bank & Trust
North Dakota
$157K +$9.17K +31 +6%
T. Rowe Price Investment Management
2360
T. Rowe Price Investment Management
Maryland
$153K +$153K +517 New
MRCM
2361
M&R Capital Management
New Jersey
$148K -$149K -504 -50%
HIM
2362
Hillsdale Investment Management
Ontario, Canada
$148K -$56.2K -190 -28%
BWM
2363
BKM Wealth Management
Wisconsin
$147K +$147K +495 New
WBC
2364
West Branch Capital
Massachusetts
$145K +$9.46K +32 +7%
TFGT
2365
TS Financial Group (TSFG)
Illinois
$145K -$23.1K -78 -14%
AT
2366
Avalon Trust
New Mexico
$142K -$89.9K -304 -39%
FFA
2367
Frazier Financial Advisors
Ohio
$141K +$141K +477 New
EWP
2368
Elevation Wealth Partners
California
$140K +$112K +410 +402%
AAP
2369
Arax Advisory Partners
Colorado
$139K -$5.03K -17 -3%
BFPW
2370
BOK Financial Private Wealth
Colorado
$138K – – –
CMBA
2371
C.M. Bidwell & Associates
Hawaii
$137K – – –
LA
2372
LM Advisors
California
$136K +$136K +461 New
AWM
2373
AllSquare Wealth Management
New York
$132K – – –
VCM
2374
Versant Capital Management
Arizona
$132K +$4.73K +16 +4%
CTWM
2375
Cherry Tree Wealth Management
Minnesota
$132K +$14.8K +50 +13%
93 94
95
96 97