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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 %
GWMIA
751
Global Wealth Management Investment Advisory
Florida
$3.05M +$250K +916 +9%
MA
752
Modus Advisors
Minnesota
$3.05M +$15.6K +57 +0.5%
EFS
753
Essex Financial Services
Connecticut
$3.05M -$29.2K -107 -0.9%
GL
754
Graypoint LLC
New York
$3.04M +$68.5K +251 +2%
JIC
755
Johnson Investment Counsel
Ohio
$3.04M +$373K +1,365 +14%
GIS
756
Graphene Investments SAS
France
$3.03M -$655K -2,400 -18%
BBHC
757
Brown Brothers Harriman & Co
New York
$3.03M -$495K -1,813 -14%
NIM
758
NEOS Investment Management
Connecticut
$3.03M +$3.03M +11,085 New
EH
759
Equitable Holdings
New York
$3.02M +$237K +869 +9%
SA
760
Strategic Advisors
New York
$3.01M -$30.9K -113 -1%
CAM
761
CPA Asset Management
Florida
$3.01M +$29.5K +108 +1%
CA
762
Clearstead Advisors
Ohio
$3M +$1.82M +6,669 +154%
HI
763
Horizon Investments
North Carolina
$2.99M +$86.4K +318 +3%
AMG
764
Asset Management Group
Connecticut
$2.98M +$20.2K +74 +0.7%
GC
765
Gould Capital
Washington
$2.98M -$65.2K -240 -2%
SFA
766
Sequoia Financial Advisors
Ohio
$2.97M -$29.5K -108 -1%
IIM
767
Intact Investment Management
Quebec, Canada
$2.96M +$393K +1,440 +15%
PTC
768
Private Trust Company
Ohio
$2.96M +$108K +396 +4%
BWAM
769
Boyd Watterson Asset Management
Ohio
$2.95M – – –
CICI
770
Capital Investment Counsel Inc
North Carolina
$2.94M -$13.7K -50 -0.5%
EIP
771
Ellis Investment Partners
Pennsylvania
$2.94M -$114K -419 -4%
CC
772
Centiva Capital
New York
$2.94M -$2.21M -8,100 -43%
EWM
773
Evercore Wealth Management
New York
$2.93M +$284K +1,039 +11%
MCCP
774
Mission Creek Capital Partners
California
$2.93M -$44.2K -162 -1%
KC
775
Kinloch Capital
Virginia
$2.93M -$58.7K -215 -2%
29 30
31
32 33