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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 %
TW
676
Transform Wealth
Colorado
$3.82M -$3.62M -13,251 -49%
SSB
677
Sandy Spring Bank
Maryland
$3.82M -$30K -110 -0.8%
SV
678
Sturgeon Ventures
United Kingdom
$3.81M – – –
LG
679
Leuthold Group
Minnesota
$3.79M -$69.3K -254 -2%
USCWA
680
U.S. Capital Wealth Advisors
Texas
$3.79M +$31.4K +115 +0.8%
SWP
681
Stratos Wealth Partners
Ohio
$3.75M +$310K +1,134 +9%
CBTWT
682
Community Bank & Trust (Waco, Texas)
Texas
$3.75M -$291K -1,774 -7%
LNWWM
683
Laird Norton Wetherby Wealth Management
California
$3.74M +$79.2K +290 +2%
AIM
684
Anchor Investment Management
South Carolina
$3.74M +$12K +44 +0.3%
QIM
685
Quantitative Investment Management
Virginia
$3.74M +$581K +2,130 +18%
BEC
686
Blue Edge Capital
Virginia
$3.73M -$54.9K -201 -1%
KWM
687
Kingsview Wealth Management
Oregon
$3.73M +$104K +380 +3%
WTFG
688
Wells Trecaso Financial Group
Ohio
$3.72M +$167K +610 +5%
FCBT
689
First Citizens Bank & Trust
North Carolina
$3.68M -$62.8K -230 -2%
BBL
690
Beck Bode LLC
Massachusetts
$3.68M +$167K +612 +5%
PT
691
Plimoth Trust
Massachusetts
$3.66M -$53.8K -197 -1%
AIP
692
Ameritas Investment Partners
Nebraska
$3.65M -$71K -260 -2%
BCM
693
Bridgeway Capital Management
Texas
$3.64M +$2.02M +7,400 +125%
SFS
694
Sowell Financial Services
Arkansas
$3.64M +$103K +377 +3%
EFH
695
Eaton Financial Holdings
Florida
$3.61M +$3.24M +11,856 +878%
FFP
696
FourThought Financial Partners
Florida
$3.6M +$29.2K +107 +0.8%
SPW
697
Surience Private Wealth
Washington
$3.6M +$3.6M +13,198 New
SIM
698
Studio Investment Management
Illinois
$3.6M +$69.6K +255 +2%
HKIM
699
Hayek Kallen Investment Management
Alabama
$3.55M -$18.8K -69 -0.5%
LIM
700
Leavell Investment Management
Alabama
$3.54M +$48.6K +178 +1%
26 27
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