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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 %
SAM
601
Silvercrest Asset Management
New York
$4.75M +$128K +468 +3%
ACM
602
Argyle Capital Management
Pennsylvania
$4.73M -$32.8K -120 -0.7%
GVAG
603
Great Valley Advisor Group
Delaware
$4.73M +$1M +3,666 +27%
ACM
604
Altrius Capital Management
North Carolina
$4.71M -$41.8K -153 -0.9%
WJWM
605
Williams Jones Wealth Management
New York
$4.7M – – –
PPW
606
Parcion Private Wealth
Washington
$4.7M +$46.4K +170 +1%
MAM
607
Marketfield Asset Management
New York
$4.69M – – –
AC
608
Abbrea Capital
California
$4.68M +$2.73K +10 +0.1%
AIM
609
Artemis Investment Management
United Kingdom
$4.62M +$4.62M +16,921 New
FM
610
Foster & Motley
Ohio
$4.61M +$326K +1,193 +8%
TCM
611
Twin Capital Management
Pennsylvania
$4.61M -$65K -238 -1%
TCA
612
Trifecta Capital Advisors
Illinois
$4.6M +$570K +2,088 +14%
GAM
613
Griffin Asset Management
New York
$4.6M -$221K -809 -5%
GWM
614
Geneos Wealth Management
Colorado
$4.6M +$40.4K +148 +0.9%
FMC
615
First Merchants Corp
Indiana
$4.6M -$53K -194 -1%
MC
616
Mathes Company
New York
$4.6M -$225K -825 -5%
FFWA
617
FRG Family Wealth Advisors
Washington
$4.59M -$28.9K -106 -0.6%
Members Trust
618
Members Trust
Florida
$4.58M -$688K -2,491 -13%
KA
619
Kintegral Advisory
New York
$4.55M -$2.73K -10 -0.1%
AWP
620
Ascent Wealth Partners
New York
$4.53M -$69.9K -256 -2%
B
621
Bailard
California
$4.52M +$25.7K +94 +0.6%
RWS
622
Resolute Wealth Strategies
Mississippi
$4.52M -$25.9K -95 -0.6%
PFP
623
Pinnacle Financial Partners
Tennessee
$4.47M -$4.1K -15 -0.1%
IWC
624
Integrated Wealth Concepts
Massachusetts
$4.47M +$162K +595 +4%
GT
625
Greenleaf Trust
Michigan
$4.46M +$82.4K +302 +2%
23 24
25
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