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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 %
GCL
801
Gouws Capital LLC
North Carolina
$2.75M -$326K -1,195 -11%
HIC
802
Holderness Investments Company
North Carolina
$2.73M -$15.3K -56 -0.6%
BIM
803
Baldwin Investment Management
Pennsylvania
$2.73M +$157K +575 +6%
CG
804
Caprock Group
Idaho
$2.7M +$10.6K +39 +0.4%
MCM
805
Mill Capital Management
North Carolina
$2.69M – – –
CA
806
Cumberland Advisors
Florida
$2.69M – – –
HI
807
Hudock Inc
Pennsylvania
$2.66M -$5.46K -20 -0.2%
SSWM
808
Smith Salley Wealth Management
North Carolina
$2.66M -$28.7K -105 -1%
FWM
809
Finer Wealth Management
Massachusetts
$2.66M +$72.1K +264 +3%
CAAS
810
Capital Asset Advisory Services
Michigan
$2.65M -$84.9K -311 -3%
JCM
811
Jag Capital Management
Missouri
$2.65M -$12.6K -46 -0.5%
AA
812
Aire Advisors
California
$2.64M -$108K -397 -4%
H
813
HoyleCohen
California
$2.64M -$28.7K -105 -1%
AUB
814
Atlantic Union Bankshares
Virginia
$2.64M +$163K +597 +7%
FNBTCON
815
First National Bank & Trust Co of Newtown
Pennsylvania
$2.63M – – –
CWA
816
Core Wealth Advisors
Florida
$2.63M +$6.01K +22 +0.2%
WSC
817
Wellington Shields & Co
New York
$2.62M – – –
BB
818
Berkshire Bank
Massachusetts
$2.61M +$13.1K +48 +0.5%
PAM
819
Palisade Asset Management
Minnesota
$2.6M -$40.4K -148 -2%
MCWS
820
McKinley Carter Wealth Services
West Virginia
$2.59M -$96.1K -352 -4%
LBC
821
Lowe Brockenbrough & Co
Virginia
$2.58M -$675K -2,474 -21%
DT
822
Diversified Trust
Tennessee
$2.57M -$5.73K -21 -0.2%
CI Investments Inc
823
CI Investments Inc
Ontario, Canada
$2.57M +$384K +1,408 +18%
BWM
824
Buckley Wealth Management
Nevada
$2.56M – – –
MOS
825
MGO One Seven
Ohio
$2.55M +$394K +1,445 +18%
31 32
33
34 35