CAT icon

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 %
GRP
551
Global Retirement Partners
California
$5.42M +$149K +564 +3%
KWA
552
Kingswood Wealth Advisors
California
$5.41M -$298K -789 -5%
VFA
553
Valeo Financial Advisors
Indiana
$5.39M +$226K +827 +4%
ADL
554
Asset Dedication LLC
California
$5.38M -$202K -742 -4%
WS
555
Wedbush Securities
California
$5.34M -$278K -1,017 -5%
Luther King Capital Management (LKCM)
556
Luther King Capital Management (LKCM)
Texas
$5.33M -$22.4K -82 -0.4%
SL
557
Summitry LLC
California
$5.33M -$9.01K -33 -0.2%
SS
558
Simplicity Solutions
Minnesota
$5.3M -$441K -1,617 -8%
FLI
559
Family Legacy Inc
South Carolina
$5.29M -$3.28K -12 -0.1%
HCMT
560
Highland Capital Management (Tennessee)
Tennessee
$5.26M -$399K -1,462 -7%
MYLI
561
Meiji Yasuda Life Insurance
Japan
$5.25M +$2.15M +7,874 +69%
RBC
562
Romano Brothers & Co
Illinois
$5.23M -$17.2K -63 -0.3%
BC
563
Burney Company
Virginia
$5.2M -$18.6K -68 -0.4%
VWM
564
Valley Wealth Managers
New Jersey
$5.18M -$621K -2,275 -11%
VA
565
Vident Advisory
Georgia
$5.18M +$5.18M +18,967 New
CAM
566
Columbia Asset Management
Michigan
$5.18M -$123K -450 -2%
RG
567
Retirement Group
California
$5.18M -$1.91K -7 -0%
KJWM
568
Kiley Juergens Wealth Management
Washington
$5.17M – – –
PRC
569
Pearl River Capital
Michigan
$5.17M +$5.17M +18,922 New
NRS
570
Neville Rodie & Shaw
New York
$5.16M -$2.18K -8 -0%
BCCM
571
Bridge Creek Capital Management
Massachusetts
$5.13M -$116K -425 -2%
RIM
572
Reliant Investment Management
Tennessee
$5.07M +$119K +435 +2%
TLP
573
Trinity Legacy Partners
Texas
$5.06M -$793K -2,903 -14%
AG
574
Advocate Group
Minnesota
$5.05M +$155K +567 +3%
AWM
575
Aries Wealth Management
Maine
$5.04M +$135K +500 +3%
21 22
23
24 25