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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 %
CCM
726
Coldstream Capital Management
Washington
$3.21M +$110K +404 +4%
BBA
727
BLB&B Advisors
Pennsylvania
$3.21M -$70.4K -258 -2%
PL
728
Perpetual Ltd
Australia
$3.2M -$794K -2,907 -20%
MCM
729
MV Capital Management
Maryland
$3.17M +$58.1K +213 +2%
TF
730
Trek Financial
Arizona
$3.17M +$3.17M +11,597 New
WIS
731
Wright Investors Service
Connecticut
$3.16M -$17.5K -64 -0.5%
WAM
732
Wakefield Asset Management
Colorado
$3.16M -$130K -477 -4%
MCC
733
Money Concepts Capital
Florida
$3.16M -$36.3K -133 -1%
ATPW
734
Ashton Thomas Private Wealth
Arizona
$3.15M -$269K -985 -8%
FTDI
735
First Trust Direct Indexing
Massachusetts
$3.15M +$46.4K +170 +1%
SCM
736
Schnieders Capital Management
California
$3.14M +$108K +395 +4%
NHC
737
Nicholas Hoffman & Company
Georgia
$3.14M +$14.2K +52 +0.5%
SOAMC
738
Spirit of America Management Corp
New York
$3.14M – – –
WCM
739
Whitener Capital Management
North Carolina
$3.13M -$36.9K -135 -1%
PA
740
Procyon Advisors
Connecticut
$3.13M -$84.4K -309 -3%
PWA
741
Providence Wealth Advisors
Illinois
$3.12M +$20.6K +76 +0.7%
MA
742
Montag & Associates
Georgia
$3.09M +$2.45M +8,991 +383%
MAM
743
MWA Asset Management
Massachusetts
$3.09M +$3.09M +11,334 New
FWP
744
FAS Wealth Partners
Kansas
$3.09M +$61.2K +224 +2%
MFG
745
Merit Financial Group
Georgia
$3.08M +$72.1K +264 +2%
HF
746
HRT Financial
New York
$3.07M +$1.51M +5,515 +96%
HT
747
Heritage Trust
Oklahoma
$3.07M +$50.8K +186 +2%
S
748
SignatureFD
Georgia
$3.06M +$327K +1,198 +12%
GQG Partners
749
GQG Partners
Florida
$3.06M +$3.06M +11,200 New
TMAM
750
Tokio Marine Asset Management
Japan
$3.05M +$266K +973 +10%
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30
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