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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 %
KRSITF
576
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.03M -$16.7K -61 -0.3%
BFG
577
Bleakley Financial Group
New Jersey
$5.02M -$464K -1,701 -8%
CTA
578
Colonial Trust Advisors
South Carolina
$5.02M -$6.83K -25 -0.1%
AP
579
Americana Partners
Texas
$5.02M +$4.73M +17,122 +1,685%
KA
580
Kerrisdale Advisers
Florida
$5M -$3.02M -11,046 -38%
KFP
581
KMG Fiduciary Partners
Ohio
$5M +$108K +396 +2%
CAG
582
Crestwood Advisors Group
Massachusetts
$4.99M +$196K +719 +4%
SCP
583
Sandhill Capital Partners
New York
$4.98M -$6.01K -22 -0.1%
GA
584
Gateway Advisory
New Jersey
$4.98M +$117K +429 +2%
EF
585
Empirical Finance
Pennsylvania
$4.98M +$431K +1,580 +9%
CB
586
Community Bank
New York
$4.98M -$547K -2,005 -10%
PFS
587
Physicians Financial Services
North Carolina
$4.97M -$13.6K -50 -0.3%
MFG
588
Monte Financial Group
Connecticut
$4.92M -$1.07M -3,917 -18%
IIM
589
Ipswich Investment Management
Massachusetts
$4.89M -$43.7K -160 -0.9%
IGAM
590
iA Global Asset Management
Quebec, Canada
$4.88M +$26.5K +97 +0.5%
AWM
591
Axxcess Wealth Management
California
$4.86M +$2.72M +9,974 +128%
OHWP
592
Oak Harbor Wealth Partners
North Carolina
$4.85M +$819 +3 +0%
BFIM
593
Beese Fulmer Investment Management
Ohio
$4.85M -$546 -2 -0%
DMC
594
Drexel Morgan & Co
Pennsylvania
$4.84M – – –
CCB
595
Country Club Bank
Missouri
$4.83M -$327K -1,182 -6%
MIM
596
Montgomery Investment Management
Maryland
$4.81M -$27.3K -100 -0.6%
MPI
597
Mairs & Power Inc
Minnesota
$4.8M -$20.5K -75 -0.4%
CNBT
598
Canandaigua National Bank & Trust
New York
$4.79M +$502K +1,839 +12%
AAS
599
Ameritas Advisory Services
Nebraska
$4.79M +$1.93M +7,299 +68%
ACM
600
Alpha Capital Management
Texas
$4.78M -$1.06M -3,874 -18%
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