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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 %
IG
326
ING Group
Netherlands
$14.8M +$2.18M +7,976 +17%
PAG
327
Private Advisor Group
New Jersey
$14.8M -$4.31M -15,795 -23%
WBG
328
Wharton Business Group
Pennsylvania
$14.8M +$2.27M +8,301 +18%
LG
329
LaFleur & Godfrey
Michigan
$14.4M +$34.1K +125 +0.2%
Wealthfront Advisers
330
Wealthfront Advisers
California
$14.4M +$1.46M +5,348 +11%
WT
331
Whittier Trust
California
$14.2M +$92.5K +339 +0.7%
BHWM
332
Bar Harbor Wealth Management
New Hampshire
$14M -$217K -796 -2%
II
333
Inspire Investing
Idaho
$13.9M +$12.7M +46,678 +1,072%
HR
334
Howe & Rusling
New York
$13.9M +$89.8K +329 +0.7%
DP
335
Dearborn Partners
Illinois
$13.9M -$57.1K -209 -0.4%
CHAM
336
Clear Harbor Asset Management
Connecticut
$13.7M -$35.2K -129 -0.3%
TWC
337
TD Waterhouse Canada
Ontario, Canada
$13.7M -$357K -1,293 -3%
LA
338
LBP AM
France
$13.6M +$7.08M +25,916 +108%
ACA
339
Aptus Capital Advisors
Alabama
$13.6M -$532K -1,947 -4%
MGIM
340
M&G Investment Management
United Kingdom
$13M -$3.49M -12,776 -21%
Bank of Nova Scotia
341
Bank of Nova Scotia
Ontario, Canada
$13M +$1.45M +5,317 +13%
DIA
342
Dana Investment Advisors
Wisconsin
$13M +$11.8M +43,228 +1,022%
CGH
343
Crossmark Global Holdings
Texas
$12.9M -$1.01M -3,691 -7%
GIBU
344
Gulf International Bank (UK)
United Kingdom
$12.9M -$1.37M -5,015 -10%
TRSOTSOK
345
Teachers Retirement System of the State of Kentucky
Kentucky
$12.9M – – –
CWM
346
Congress Wealth Management
Massachusetts
$12.8M +$118K +433 +0.9%
BCIM
347
British Columbia Investment Management
British Columbia, Canada
$12.8M +$65.8K +241 +0.5%
BWL
348
Bogart Wealth LLC
Virginia
$12.7M -$287K -1,051 -2%
SIC
349
Salem Investment Counselors
North Carolina
$12.7M -$37.9K -139 -0.3%
MAM
350
Mastrapasqua Asset Management
Tennessee
$12.5M -$16.4K -60 -0.1%
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