CAT icon

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 %
AFG
776
Atomi Financial Group
New York
$2.92M +$283K +1,036 +11%
IWM
777
IHT Wealth Management
Illinois
$2.91M +$112K +411 +4%
WWP
778
WR Wealth Planners
Missouri
$2.9M +$133K +489 +5%
TC
779
Truvestments Capital
Florida
$2.9M +$31.1K +114 +1%
Two Sigma Advisers
780
Two Sigma Advisers
New York
$2.89M -$1.5M -5,500 -34%
HAI
781
Hennessy Advisors Inc
California
$2.89M -$54.6K -200 -2%
CA
782
Cambridge Advisors
Nebraska
$2.89M -$182K -665 -6%
DCM
783
Donaldson Capital Management
Indiana
$2.89M -$140K -513 -5%
WPP
784
Whalerock Point Partners
Rhode Island
$2.89M – – –
MMPW
785
Mitchell McLeod Pugh & Williams
Alabama
$2.88M +$23.8K +87 +0.8%
SMC
786
Smith, Moore & Co
Missouri
$2.88M +$93.1K +341 +3%
CL
787
Choreo LLC
Illinois
$2.86M +$65.5K +240 +2%
PA
788
PFG Advisors
Arizona
$2.86M -$404K -1,481 -12%
TCOT
789
Trust Company of Toledo
Ohio
$2.85M -$116K -424 -4%
PH
790
Pinnacle Holdings
Oklahoma
$2.85M -$291K -1,067 -9%
1SB
791
1ST Source Bank
Indiana
$2.85M +$137K +500 +5%
NGA
792
Naples Global Advisors
Florida
$2.84M +$90.6K +332 +3%
MMG
793
Monetary Management Group
Missouri
$2.84M -$512K -1,875 -15%
MAM
794
Mystic Asset Management
Rhode Island
$2.82M -$28.7K -105 -1%
FFN
795
Focus Financial Network
Minnesota
$2.82M -$1.09K -4 -0%
BCM
796
Beck Capital Management
Texas
$2.8M -$11.5K -42 -0.4%
MNBTD
797
Moody National Bank Trust Division
Texas
$2.79M +$177K +649 +7%
PA
798
Profund Advisors
Maryland
$2.78M -$45K -165 -2%
TCM
799
Traynor Capital Management
Pennsylvania
$2.75M -$45K -165 -2%
OLA
800
Oliver Luxxe Assets
New Jersey
$2.75M +$2.41M +8,825 +706%
30 31
32
33 34