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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 %
BCP
376
Blue Chip Partners
Michigan
$11.5M -$8.28M -30,316 -42%
DC
377
Davenport & Co
Virginia
$11.4M -$184K -673 -2%
EI
378
Ethic Inc
New York
$11.3M +$962K +3,524 +9%
KRS
379
Kentucky Retirement Systems
Kentucky
$11.3M -$37.1K -136 -0.3%
BBA
380
Baader Bank Aktiengesellschaft
Germany
$11.2M -$2.58M -9,433 -19%
JC
381
Jacobs & Co
California
$11.2M -$358K -1,313 -3%
SCA
382
Stillwater Capital Advisors
Pennsylvania
$11.1M +$57.3K +210 +0.5%
Rafferty Asset Management
383
Rafferty Asset Management
New York
$11.1M +$909K +3,331 +9%
PAI
384
Pittenger & Anderson Inc
Nebraska
$11M +$41K +150 +0.4%
VPIM
385
Vanguard Personalized Indexing Management
California
$10.9M +$1.07M +3,905 +11%
MSRPS
386
Maryland State Retirement & Pension System
Maryland
$10.9M +$88.7K +325 +0.8%
BRWA
387
B. Riley Wealth Advisors
Florida
$10.8M -$18.4M -67,453 -63%
AWS
388
Atria Wealth Solutions
New York
$10.8M +$380K +1,391 +4%
OPERF
389
Oregon Public Employees Retirement Fund
Oregon
$10.8M -$201K -736 -2%
LIA
390
LS Investment Advisors
Michigan
$10.7M -$192K -705 -2%
CIA
391
Capital Investment Advisors
Georgia
$10.7M -$7.63M -27,945 -42%
PWLP
392
Prio Wealth Limited Partnership
Massachusetts
$10.6M -$54.9K -201 -0.5%
SWM
393
Stockman Wealth Management
Montana
$10.6M -$728K -2,666 -6%
NCM
394
Noesis Capital Mangement
Florida
$10.6M -$145K -530 -1%
ECM
395
ExodusPoint Capital Management
New York
$10.6M -$1.75M -6,404 -14%
BAMF
396
BI Asset Management Fondsmaeglerselskab
Denmark
$10.4M +$7.23M +26,473 +225%
Lido Advisors
397
Lido Advisors
California
$10.4M -$7.86M -28,800 -43%
AIM
398
Achmea Investment Management
Netherlands
$10.3M +$507K +1,856 +5%
DWM
399
Dakota Wealth Management
Florida
$10.3M +$69.6K +255 +0.7%
ZCM
400
Ziegler Capital Management
Illinois
$10.3M -$230K -842 -2%
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