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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 %
CHC
526
City Holding Co
West Virginia
$5.83M +$1.37K +5 +0%
KOCAA
527
Knights of Columbus Asset Advisors
Connecticut
$5.8M +$218K +799 +4%
MGP
528
Metis Global Partners
California
$5.78M +$936K +3,427 +19%
BOH
529
Bank of Hawaii
Hawaii
$5.76M +$123K +452 +2%
MLICM
530
Metropolitan Life Insurance Company (MetLife)
New York
$5.76M -$369K -1,351 -6%
KC
531
Knuff & Co
California
$5.73M -$131K -479 -2%
AF
532
Allworth Financial
California
$5.72M -$127K -465 -2%
IC
533
IEQ Capital
California
$5.69M +$256K +936 +5%
FTA
534
Financial & Tax Architects
Missouri
$5.69M -$284K -1,039 -5%
Koshinski Asset Management
535
Koshinski Asset Management
Illinois
$5.67M -$75.6K -277 -1%
TIAA Trust, National Association
536
TIAA Trust, National Association
North Carolina
$5.67M +$5.67M +20,758 New
BCM
537
Bourgeon Capital Management
Connecticut
$5.66M -$58.7K -215 -1%
FAIM
538
Financial Advocates Investment Management
Washington
$5.59M +$1.94M +7,102 +53%
AHC
539
Anderson Hoagland & Co
Missouri
$5.58M +$3.82K +14 +0.1%
MC
540
Moors & Cabot
Massachusetts
$5.57M -$289K -1,057 -5%
PP
541
Prudential plc
United Kingdom
$5.55M -$4.63M -16,975 -46%
SC
542
Searle & Co
Connecticut
$5.55M – – –
BCFD
543
Boit C.F. David
$5.54M – – –
GP
544
Geneva Partners
Wisconsin
$5.54M +$2.86M +10,465 +107%
SW
545
SlateStone Wealth
Florida
$5.53M +$3.33M +12,187 +151%
PWP
546
Perfromance Wealth Partners
Illinois
$5.51M +$652K +2,387 +13%
A
547
AustralianSuper
Australia
$5.47M +$2.24M +8,218 +70%
JSC
548
Jackson Square Capital
California
$5.45M +$854K +3,128 +19%
EA
549
Ellsworth Advisors
Ohio
$5.43M -$24.5K -97 -0.4%
NIM
550
Northeast Investment Management
Massachusetts
$5.43M -$31.9K -117 -0.6%
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