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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 %
FHA
876
First Horizon Advisors
Tennessee
$2.23M -$505K -1,848 -18%
MG
877
Mather Group
Illinois
$2.23M -$129K -473 -5%
AA
878
Argent Advisors
Louisiana
$2.23M -$95.3K -349 -4%
DWP
879
Daymark Wealth Partners
Ohio
$2.21M +$2.09M +120,400 +1,656%
BHC
880
Bowen Hanes & Co
Florida
$2.21M – – –
MLA
881
MB, Levis & Associates
Pennsylvania
$2.21M -$546 -2 -0%
CIC
882
Cornercap Investment Counsel
Georgia
$2.2M +$43.4K +159 +2%
TI
883
Truepoint Inc
Ohio
$2.2M +$2.2M +8,052 New
FIM
884
Fruth Investment Management
Texas
$2.19M -$27.3K -100 -1%
WI
885
Wintrust Investments
Illinois
$2.19M +$427K +1,687 +24%
OIA
886
OneDigital Investment Advisors
Kansas
$2.18M +$363K +1,328 +20%
CK
887
Cohen Klingenstein
New York
$2.18M – – –
MCM
888
McKinley Capital Management
Alaska
$2.18M -$22.7K -83 -1%
MFG
889
MidWestOne Financial Group
Iowa
$2.18M -$16.7K -61 -0.8%
CG
890
Cynosure Group
Utah
$2.18M +$27.8K +102 +1%
LFAS
891
Level Four Advisory Services
Texas
$2.17M -$875K -3,206 -29%
WA
892
Waverly Advisors
Alabama
$2.16M +$185K +676 +9%
HCM
893
Howland Capital Management
Massachusetts
$2.14M +$40.7K +149 +2%
GFA
894
Gifford Fong Associates
California
$2.13M – – –
FMB
895
Field & Main Bank
Kentucky
$2.13M +$1.05M +3,856 +98%
IAMOG
896
Investors Asset Management of Georgia
Georgia
$2.12M -$27.2K -100 -1%
UCB
897
United Community Bank
South Carolina
$2.11M +$1.37K +5 +0.1%
TIA
898
Trust Investment Advisors
Indiana
$2.11M -$99.9K -366 -5%
VCA
899
Verdence Capital Advisors
Maryland
$2.1M +$88.2K +323 +4%
OAM
900
Occidental Asset Management
California
$2.1M +$564K +2,065 +37%
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36
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