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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 %
DAM
301
Delta Asset Management
Tennessee
$17.5M -$38.5K -141 -0.2%
HPG
302
Harvest Portfolios Group
Ontario, Canada
$17.3M -$5.46M -20,013 -24%
BAAM
303
Baker Avenue Asset Management
California
$17M -$680K -2,490 -4%
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$17M -$43.7K -160 -0.3%
IAN
305
Integrated Advisors Network
Texas
$16.8M -$107K -392 -0.6%
KC
306
Kadensa Capital
Hong Kong
$16.6M +$16.6M +60,951 New
Kovitz Investment Group Partners
307
Kovitz Investment Group Partners
Illinois
$16.4M -$380K -1,392 -2%
BC
308
Blackhill Capital
New Jersey
$16.4M – – –
Two Sigma Investments
309
Two Sigma Investments
New York
$16.3M +$16.3M +59,659 New
CA
310
Cetera Advisors
Colorado
$16M +$3.63M +13,290 +29%
KIA
311
KCM Investment Advisors
California
$15.9M -$269K -984 -2%
CAM
312
Congress Asset Management
Massachusetts
$15.9M -$180K -659 -1%
IAA
313
Independent Advisor Alliance
North Carolina
$15.9M -$230K -841 -1%
NAM
314
Nissay Asset Management
Japan
$15.9M +$527K +1,930 +3%
WorldQuant Millennium Advisors
315
WorldQuant Millennium Advisors
New York
$15.8M -$4.44M -16,261 -22%
RIG
316
RiverFront Investment Group
Virginia
$15.6M +$716K +2,621 +5%
GCM
317
Gladius Capital Management
Illinois
$15.6M +$15.4M +56,253 +5,419%
PI
318
PGGM Investments
Netherlands
$15.5M +$4.4M +16,105 +40%
MWM
319
Moran Wealth Management
Florida
$15.3M -$87.4K -320 -0.6%
ECU
320
Eisler Capital (UK)
United Kingdom
$15.3M +$1.27M +4,654 +9%
RCYC
321
Richard C. Young & Co
Rhode Island
$15.2M +$102K +373 +0.7%
BCM
322
Birmingham Capital Management
Alabama
$15.1M +$198K +725 +1%
BMSSC
323
B. Metzler seel. Sohn & Co
Germany
$15M +$95.5K +350 +0.6%
Public Sector Pension Investment Board (PSP Investments)
324
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.9M +$1.45M +5,297 +11%
GG
325
Greenwood Gearhart
Arkansas
$14.9M +$167K +611 +1%
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