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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 %
AWMT
826
AAFMAA Wealth Management & Trust
North Carolina
$2.54M -$1.11M -4,050 -30%
ATC
827
Adirondack Trust Company
New York
$2.54M -$16.4K -60 -0.6%
TFA
828
Triad Financial Advisors
North Carolina
$2.54M +$14.7K +54 +0.6%
SVWAG
829
Sound View Wealth Advisors Group
Georgia
$2.53M +$1.3M +4,767 +106%
AS
830
Altshuler Shaham
Israel
$2.52M -$559M -2,046,979 -100%
TT
831
TI-Trust
Illinois
$2.52M – – –
SDIC
832
South Dakota Investment Council
South Dakota
$2.52M -$500K -1,831 -17%
RCM
833
RB Capital Management
Nevada
$2.51M +$34.1K +125 +1%
BCM
834
Becker Capital Management
Oregon
$2.5M -$123K -449 -5%
ATC
835
Argent Trust Co
Tennessee
$2.5M +$283K +1,037 +13%
LIM
836
Loudon Investment Management
New Hampshire
$2.47M -$23.2K -85 -0.9%
RIL
837
Rothschild Investment LLC
Illinois
$2.46M +$185K +679 +8%
SW
838
SVB Wealth
Massachusetts
$2.45M -$10.9K -40 -0.4%
RSA
839
River Street Advisors
Illinois
$2.45M +$2.45M +8,979 New
VVP
840
Venture Visionary Partners
Ohio
$2.45M -$58.4K -214 -2%
PNC
841
Park National Corp
Ohio
$2.44M +$44.5K +163 +2%
HDIM
842
Hanson & Doremus Investment Management
Vermont
$2.44M +$49.7K +182 +2%
Bank Julius Baer & Co
843
Bank Julius Baer & Co
Switzerland
$2.44M +$72.4K +265 +3%
MGIA
844
Moneta Group Investment Advisors
Missouri
$2.44M +$7.37K +27 +0.3%
WAP
845
Wealthcare Advisory Partners
Pennsylvania
$2.43M +$58.7K +215 +2%
WSFS
846
Wilmington Savings Fund Society
Delaware
$2.42M +$273 +1 +0%
LWP
847
LMG Wealth Partners
Louisiana
$2.42M +$53.5K +196 +2%
MAS
848
Meeder Advisory Services
Ohio
$2.41M +$39.6K +145 +2%
HSA
849
HBK Sorce Advisory
Pennsylvania
$2.4M +$82.4K +302 +4%
AWM
850
Avitas Wealth Management
California
$2.4M -$5.19K -19 -0.2%
32 33
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