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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 %
JPWM
426
Jamison Private Wealth Management
Georgia
$9.12M +$9.12M +33,397 New
LWM
427
Lyell Wealth Management
California
$9.06M -$92K -337 -1%
BCV
428
Banque Cantonale Vaudoise
Switzerland
$8.92M -$939K -3,439 -10%
LI
429
LMCG Investments
Massachusetts
$8.89M +$150K +548 +2%
TCM
430
Tufton Capital Management
Maryland
$8.83M -$746K -2,734 -8%
Envestnet Portfolio Solutions
431
Envestnet Portfolio Solutions
Illinois
$8.8M +$8.8M +32,245 New
TCBWMS
432
Texas Capital Bank Wealth Management Services
Texas
$8.8M -$2.31M -8,466 -21%
LSERS
433
Louisiana State Employees Retirement System
Louisiana
$8.63M -$81.9K -300 -0.9%
ALAM
434
Asahi Life Asset Management
Japan
$8.55M -$62.5K -229 -0.7%
SPC
435
Sigma Planning Corp
Michigan
$8.51M +$876K +3,208 +11%
PTC
436
Philadelphia Trust Company
Pennsylvania
$8.47M -$1.23M -4,517 -13%
QCM
437
Quantinno Capital Management
New York
$8.44M +$1.12M +4,118 +15%
FAT
438
First American Trust
California
$8.31M -$214K -785 -3%
KPWS
439
Kestra Private Wealth Services
Texas
$8.3M +$638K +2,337 +8%
SBH
440
Segall Bryant & Hamill
Illinois
$8.2M -$177K -649 -2%
IMRF
441
Illinois Municipal Retirement Fund
Illinois
$8.19M -$1.3M -4,756 -14%
SCA
442
Snowden Capital Advisors
New York
$8.12M -$1.82M -6,660 -18%
KCM
443
Kanawha Capital Management
Virginia
$8.05M -$54.6K -200 -0.7%
TRCT
444
Tower Research Capital (TRC)
New York
$8.03M -$3.13M -11,457 -28%
CAM
445
ClariVest Asset Management
California
$8.02M -$570K -2,089 -7%
OHIS
446
Oak Harvest Investment Services
Texas
$7.96M +$28.4K +104 +0.4%
TI
447
Tidal Investments
Wisconsin
$7.91M +$724K +2,653 +10%
CBT
448
Central Bank & Trust
Kentucky
$7.9M -$69.3K -254 -0.9%
SAM
449
Scopus Asset Management
New York
$7.84M +$7.84M +28,700 New
GAB
450
German American Bancorp
Indiana
$7.8M +$72.1K +264 +0.9%
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