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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 %
MWM
351
Meridian Wealth Management
Kentucky
$12.5M +$6.14M +22,476 +97%
PFO
352
Pathstone Family Office
New Jersey
$12.4M +$7.18M +26,304 +138%
CA
353
Cullinan Associates
Kentucky
$12.4M +$2.32M +8,508 +23%
SC
354
Scotia Capital
Ontario, Canada
$12.4M +$1.21M +4,420 +11%
AAIM
355
American Assets Investment Management
California
$12.3M – – –
CTC
356
Central Trust Company
Missouri
$12.3M -$592K -2,170 -5%
LDB
357
Lee, Danner & Bass
Tennessee
$12.3M -$411K -1,505 -3%
CBOR
358
Community Bank of Raymore
Missouri
$12.2M -$123K -450 -1%
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1M -$1.29M -4,736 -10%
CA
360
Cornerstone Advisors
North Carolina
$12M +$655K +2,400 +6%
BBVA
361
Banco Bilbao Vizcaya Argentaria
Spain
$12M -$1.95M -7,210 -14%
AIA
362
Allied Investment Advisors
Montana
$11.9M -$71.8K -263 -0.6%
AI
363
Atria Investments
North Carolina
$11.9M +$601K +2,203 +5%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$11.9M -$666K -2,439 -5%
CANC
365
Culbertson A N & Co
Virginia
$11.9M +$39.3K +144 +0.3%
ASN
366
Advisory Services Network
Georgia
$11.9M +$629K +2,305 +6%
EMPI
367
Elo Mutual Pension Insurance
Finland
$11.8M +$171K +627 +1%
CSIC
368
Clifford Swan Investment Counsel
California
$11.7M -$123K -450 -1%
MYAM
369
Meiji Yasuda Asset Management
Japan
$11.7M +$167K +611 +1%
SC
370
Savant Capital
Illinois
$11.6M +$4.52M +16,574 +64%
Fayez Sarofim & Co
371
Fayez Sarofim & Co
Texas
$11.6M +$920K +3,371 +9%
Dodge & Cox
372
Dodge & Cox
California
$11.6M +$3.38M +12,380 +41%
HFS
373
Hantz Financial Services
Michigan
$11.5M +$196K +717 +2%
AM
374
Atwater Malick
Pennsylvania
$11.5M +$47K +172 +0.4%
SGA
375
Strategic Global Advisors
California
$11.5M +$1.92M +7,035 +20%
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