CAT icon

Caterpillar
CAT

Overview Fund Activity

2,389 hedge funds and large institutions have $97.3B invested in Caterpillar in 2023 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 902 increasing their positions, 899 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,389
Holders Change
+79
Holders Change %
+3.42%
% of All Funds
38.09%
Holding in Top 10
74
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+68.18%
% of All Funds
1.18%
New
189
Increased
902
Reduced
899
Closed
80
Calls
$2.6B
Puts
$3.31B
Net Calls
-$708M
Net Calls Change
-$286M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$305M
2
Bank of America
Bank of America
North Carolina
$1.41B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$486M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$119M

Top Sellers

1
AS
Altshuler Shaham
Israel
$2.52M
2
State Street
State Street
Massachusetts
$10.3B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$89M
4
DZ Bank
DZ Bank
Germany
$312M
5
BlackRock
BlackRock
New York
$9.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
251
Alpha Cubed Investments
California
$24.3M +$4.91M +17,978 +25%
QCM
252
QRG Capital Management
Illinois
$24.2M +$24.2M +88,824 New
VDI
253
Vaughan David Investments
Illinois
$23.9M -$2.57M -9,396 -10%
VF
254
Vest Financial
Virginia
$23.7M +$8.81M +32,269 +59%
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$23.7M -$318K -1,166 -1%
CCM
256
Chilton Capital Management
Texas
$23.2M -$864K -3,163 -4%
MSR
257
Main Street Research
Connecticut
$23.2M +$8.7M +31,883 +60%
SI
258
Stephens Inc
Arkansas
$22.9M +$462K +1,693 +2%
VRS
259
Virginia Retirement Systems
Virginia
$22.9M +$218K +800 +1%
GAM
260
Gotham Asset Management
New York
$22.6M +$4.77M +17,473 +27%
BB
261
Busey Bank
Illinois
$22.4M -$1.25M -4,588 -5%
GC
262
Guggenheim Capital
Illinois
$22.3M -$850K -3,112 -4%
PGFC
263
Peapack-Gladstone Financial Corp
New Jersey
$22.3M +$1.5M +5,502 +7%
JCM
264
Janney Capital Management
Pennsylvania
$22.2M +$317K +1,161 +1%
CIC
265
Cutler Investment Counsel
Oregon
$22M +$37.7K +138 +0.2%
Public Employees Retirement Association of Colorado
266
Public Employees Retirement Association of Colorado
Colorado
$21.6M -$1.12M -4,087 -5%
IIM
267
INTECH Investment Management
Florida
$21.6M +$15.5M +56,939 +258%
FP
268
Foundry Partners
Minnesota
$21.4M -$2.65M -9,717 -11%
WIC
269
Willis Investment Counsel
Georgia
$21.4M -$11M -40,470 -34%
CIBC Asset Management
270
CIBC Asset Management
Ontario, Canada
$20.8M -$773K -2,832 -4%
Jacobs Levy Equity Management
271
Jacobs Levy Equity Management
New Jersey
$20.8M -$9.86M -36,110 -32%
MOACM
272
Mutual of America Capital Management
New York
$20.5M -$785K -2,877 -4%
Cetera Investment Advisers
273
Cetera Investment Advisers
Illinois
$20.5M +$1.2M +4,383 +6%
QC
274
Quadrature Capital
United Kingdom
$20.4M -$3.05M -11,166 -13%
BPA
275
Beacon Pointe Advisors
California
$20.3M +$3.61M +13,232 +22%
9 10
11
12 13