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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 %
CC
451
Cannell & Co
New York
$7.74M -$269K -986 -3%
FWCM
452
Ferguson Wellman Capital Management
Oregon
$7.71M +$82.4K +302 +1%
CG
453
Colony Group
Massachusetts
$7.7M -$17.1M -62,563 -69%
BCM
454
Brookstone Capital Management
Illinois
$7.65M -$535K -2,116 -7%
IWM
455
Integris Wealth Management
California
$7.62M +$24.8K +91 +0.3%
BF
456
BOK Financial
Oklahoma
$7.59M +$921K +4,076 +14%
AAS
457
Avantax Advisory Services
Texas
$7.57M -$351K -1,286 -4%
AA
458
ALPS Advisors
Colorado
$7.48M +$4.56M +16,694 +156%
EAM
459
Eagle Asset Management
Florida
$7.47M +$4.77M +17,478 +177%
EGA
460
Eagle Global Advisors
Texas
$7.46M -$28.4K -104 -0.4%
Citadel Advisors
461
Citadel Advisors
Florida
$7.42M -$3.18M -11,664 -30%
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$7.34M +$48.6K +178 +0.7%
NMERB
463
New Mexico Educational Retirement Board
New Mexico
$7.32M +$410K +1,500 +6%
SIM
464
Seaview Investment Managers
Florida
$7.32M +$7.32M +26,799 New
CPC
465
Consolidated Planning Corp
Georgia
$7.3M +$57.3K +210 +0.8%
SCM
466
Shelton Capital Management
Colorado
$7.26M +$3.19M +11,668 +78%
UCMOK
467
United Capital Management of KS
Kansas
$7.21M +$176K +644 +3%
IWN
468
Independent Wealth Network
Iowa
$7.19M -$26.5K -97 -0.4%
AC
469
Addenda Capital
Quebec, Canada
$7.19M -$6.83K -25 -0.1%
MMA
470
Miracle Mile Advisors
California
$7.17M -$82.7K -303 -1%
VI
471
Vestcor Inc
New Brunswick, Canada
$7.16M -$651K -2,383 -8%
SIC
472
Sigma Investment Counselors
Michigan
$7.09M -$186K -680 -3%
NAMA
473
Nikko Asset Management Americas
New York
$7.08M -$308K -1,127 -4%
FFBTD
474
First Financial Bank - Trust Division
Ohio
$7.05M +$173K +632 +3%
GCM
475
Genus Capital Management
British Columbia, Canada
$7.03M +$3.3M +12,080 +88%
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