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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 %
JFG
476
Jefferies Financial Group
New York
$7.01M +$4.01M +14,681 +134%
SFM
477
Signet Financial Management
New Jersey
$6.96M -$405K -1,482 -5%
LCM
478
Logan Capital Management
Pennsylvania
$6.95M +$273 +1 +0%
PCIA
479
Prime Capital Investment Advisors
Kansas
$6.95M -$4.08M -14,951 -37%
API
480
Advisor Partners II
California
$6.91M +$565K +2,071 +9%
WF
481
Welch & Forbes
Massachusetts
$6.9M -$379K -1,388 -5%
GPTE
482
Generali Powszechne Towarzystwo Emerytalne
Poland
$6.86M +$1.37M +5,000 +25%
CGIM
483
Capital Group Investment Management
Singapore
$6.85M – – –
FPGT
484
Financial Partners Group (Tennessee)
Tennessee
$6.82M -$555K -2,032 -8%
ETC
485
Exchange Traded Concepts
Oklahoma
$6.76M -$2.39M -8,764 -26%
FC
486
Fusion Capital
South Carolina
$6.75M +$199K +730 +3%
CIP
487
Chartwell Investment Partners
Pennsylvania
$6.71M – – –
BFEC
488
Benjamin F. Edwards & Company
Missouri
$6.66M -$185K -676 -3%
AMIM
489
Aull & Monroe Investment Management
Alabama
$6.62M -$54.6K -200 -0.8%
HZ
490
Hixon Zuercher
Ohio
$6.57M +$1.13M +4,139 +21%
IMPI
491
Ilmarinen Mutual Pension Insurance
Finland
$6.55M – – –
BIAS
492
Beacon Investment Advisory Services
New Jersey
$6.52M +$70.2K +257 +1%
ANBT
493
American National Bank & Trust
Texas
$6.51M -$1.52M -5,574 -19%
NCM
494
Narwhal Capital Management
Georgia
$6.47M +$109K +401 +2%
AG
495
AIA Group
Hong Kong
$6.47M +$1.75M +6,398 +37%
GBWM
496
Granite Bay Wealth Management
New Hampshire
$6.45M +$6.45M +23,662 New
PWP
497
Principle Wealth Partners
Connecticut
$6.44M -$6.28K -23 -0.1%
WB
498
WesBanco Bank
West Virginia
$6.41M -$70.4K -258 -1%
SL
499
Sentry LLC
Tennessee
$6.41M +$273 +1 +0%
HFM
500
Hartford Financial Management
Connecticut
$6.41M -$7.92K -29 -0.1%
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