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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
+$292M
2
Bank of America
Bank of America
North Carolina
+$287M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$199M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$119M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$559M
2
State Street
State Street
Massachusetts
-$374M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$297M
4
DZ Bank
DZ Bank
Germany
-$288M
5
BlackRock
BlackRock
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
276
Glenview Trust
Kentucky
$20.2M -$1.37M -5,031 -6%
MIM
277
Marco Investment Management
Georgia
$20.2M -$199K -730 -1%
Thrivent Financial for Lutherans
278
Thrivent Financial for Lutherans
Minnesota
$20.2M -$2.14M -7,804 -10%
FNBT
279
FineMark National Bank & Trust
Florida
$20M +$182K +665 +0.9%
NYLIM
280
New York Life Investment Management
New York
$20M -$89.5K -328 -0.4%
Brown Advisory
281
Brown Advisory
Maryland
$19.9M +$1.13M +4,154 +6%
DADC
282
D.A. Davidson & Co
Montana
$19.7M -$323K -1,184 -2%
BPWM
283
Badgley Phelps Wealth Managers
Washington
$19.7M +$491K +1,798 +3%
ABC
284
Associated Banc-Corp
Wisconsin
$19.7M -$254K -932 -1%
SPIA
285
Steward Partners Investment Advisory
New York
$19.6M +$3.79M +13,870 +24%
NAM
286
NorthCrest Asset Manangement
Minnesota
$19.6M -$137K -500 -0.7%
UB
287
UMB Bank
Missouri
$19.4M -$1.29M -4,727 -6%
BS
288
Banco Santander
Spain
$19.1M -$2.24M -8,213 -10%
AIM
289
ARK Investment Management
Florida
$18.9M -$1.43M -5,230 -7%
GIM
290
Grassi Investment Management
California
$18.8M – – –
AFP
291
Ausdal Financial Partners
Iowa
$18.8M +$13.1K +48 +0.1%
OC
292
Oppenheimer & Co
New York
$18.6M -$1.77M -6,483 -9%
WCMN
293
Westchester Capital Management (Nebraska)
Nebraska
$18.5M -$290K -1,064 -2%
SOADOR
294
State of Alaska Department of Revenue
Alaska
$18.5M -$890K -3,260 -5%
CWM
295
CIBC World Markets
New York
$18.5M +$1.99M +7,296 +12%
CIA
296
CCM Investment Advisers
South Carolina
$18.2M -$475K -1,739 -3%
ACM
297
Advisors Capital Management
New Jersey
$18.1M +$161K +591 +0.9%
CA
298
Callahan Advisors
Texas
$17.8M +$307K +1,126 +2%
CS
299
Candriam SCA
Luxembourg
$17.6M -$25.9M -94,800 -59%
FT
300
Fiduciary Trust
Massachusetts
$17.5M +$7.64K +28 +0%
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