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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 %
EDRH
626
Edmond de Rothschild Holding
Switzerland
$4.46M -$669K -2,451 -13%
CLOS
627
Compagnie Lombard Odier SCmA
Switzerland
$4.4M +$854K +3,130 +24%
NMIMC
628
Northwestern Mutual Investment Management Company
Wisconsin
$4.4M -$42K -154 -0.9%
AF
629
Arrow Financial
New York
$4.39M +$31.9K +117 +0.7%
Twin Tree Management
630
Twin Tree Management
Texas
$4.36M -$31.6M -115,698 -88%
HCM
631
Hodges Capital Management
Texas
$4.36M +$4.36M +15,958 New
KTM
632
Keeler Thomas Management
Utah
$4.34M -$225K -837 -5%
SFI
633
Siemens Fonds Invest
Germany
$4.3M – – –
MCC
634
Malaga Cove Capital
California
$4.3M -$49.4K -181 -1%
LF
635
Longbow Finance
Switzerland
$4.3M -$4.33M -15,859 -50%
MCM
636
Monument Capital Management
Virginia
$4.29M +$3.82K +14 +0.1%
ECM
637
EagleClaw Capital Management
Massachusetts
$4.28M +$54.6K +200 +1%
LSAG
638
Lake Street Advisors Group
New Hampshire
$4.25M -$44.5K -163 -1%
VFM
639
Viking Fund Management
North Dakota
$4.23M -$1.64M -6,000 -28%
RC
640
Roundview Capital
New Jersey
$4.23M -$48.3K -177 -1%
CSPIA
641
Cary Street Partners Investment Advisory
Virginia
$4.2M +$164K +600 +4%
TWA
642
TCI Wealth Advisors
Arizona
$4.19M +$57.6K +211 +1%
EAM
643
Eukles Asset Management
Ohio
$4.16M +$32.8K +120 +0.8%
LNC
644
Lincoln National Corp
Pennsylvania
$4.16M -$2.18M -7,970 -34%
ET
645
Equitable Trust
Tennessee
$4.14M -$86.3K -316 -2%
Credit Agricole
646
Credit Agricole
France
$4.14M +$876K +3,208 +27%
GIM
647
Goelzer Investment Management
Indiana
$4.13M -$17.2K -63 -0.4%
EF
648
Empowered Funds
Pennsylvania
$4.12M -$1.12M -4,089 -21%
RBA
649
Richard Bernstein Advisors
New York
$4.11M +$482K +1,767 +13%
RF
650
Robbins Farley
New Hampshire
$4.1M -$158K -579 -4%
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