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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 %
SLI
851
Sumitomo Life Insurance
Japan
$2.39M -$30.8K -113 -1%
Capstone Investment Advisors
852
Capstone Investment Advisors
New York
$2.39M -$8.02M -29,391 -77%
FCA
853
FLC Capital Advisors
California
$2.38M -$172K -630 -7%
IP
854
Ignite Planners
California
$2.38M -$179K -685 -7%
SF
855
Slagle Financial
Illinois
$2.37M +$104K +380 +5%
SF
856
Summit Financial
New Jersey
$2.37M +$119K +435 +5%
RCM
857
Radnor Capital Management
Pennsylvania
$2.37M +$2.37M +8,662 New
NP
858
Nilsine Partners
Colorado
$2.35M -$74.3K -272 -3%
DWA
859
Douglass Winthrop Advisors
New York
$2.34M +$20.5K +75 +0.9%
MMHP
860
Murphy Middleton Hinkle & Parker
Georgia
$2.34M -$27.3K -100 -1%
WI
861
WBI Investments
New Jersey
$2.34M +$748K +2,739 +47%
PFA
862
Pure Financial Advisors
California
$2.32M -$77.8K -285 -3%
EWA
863
EP Wealth Advisors
California
$2.31M +$741K +2,715 +47%
WEG
864
World Equity Group
Illinois
$2.3M +$1.15M +4,215 +99%
OPA
865
Old Port Advisors
Maine
$2.29M +$2.29M +8,393 New
SIA
866
Strategic Investment Advisors
Michigan
$2.29M +$2.29M +8,387 New
BCM
867
Boltwood Capital Management
California
$2.29M -$27.8K -102 -1%
LFS
868
Legacy Financial Strategies
Kansas
$2.29M +$73.5K +313 +3%
SCM
869
Stevens Capital Management
Pennsylvania
$2.29M +$2.29M +8,374 New
GTAM
870
Global Trust Asset Management
Florida
$2.28M +$35.2K +129 +2%
CPA
871
Court Place Advisors
Maryland
$2.28M – – –
OA
872
Oxbow Advisors
Texas
$2.27M -$478K -1,750 -17%
CPIA
873
Cornell Pochily Investment Advisors
New York
$2.26M -$11.7K -43 -0.5%
CD
874
Chapin Davis
Maryland
$2.25M -$17.7K -65 -0.8%
GIA
875
Gladstone Institutional Advisory
Florida
$2.24M +$1.48M +5,435 +197%
33 34
35
36 37