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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 %
CA
926
CGN Advisors
Kansas
$1.96M -$30.3K -111 -2%
LB
927
Legacy Bridge
Iowa
$1.95M +$41K +150 +2%
WAM
928
Worth Asset Management
Texas
$1.93M +$1.93M +7,084 New
GCM
929
Gables Capital Management
Florida
$1.93M – – –
CIA
930
Cascade Investment Advisors
Oregon
$1.93M -$9.56K -35 -0.5%
RT
931
Rockland Trust
Massachusetts
$1.92M +$27K +99 +1%
WAM
932
Weatherly Asset Management
California
$1.92M -$115K -420 -6%
MWM
933
Modera Wealth Management
New Jersey
$1.92M -$1.11M -4,068 -37%
ATWA
934
Arbor Trust Wealth Advisors
Michigan
$1.92M +$27K +99 +1%
FSA
935
Franklin Street Advisors
North Carolina
$1.91M -$40.9K -150 -2%
PA
936
Parallel Advisors
California
$1.91M +$22.9K +84 +1%
HKAM
937
Horizon Kinetics Asset Management
New York
$1.91M +$109K +401 +6%
SP
938
Symmetry Partners
Connecticut
$1.91M +$677K +2,480 +55%
HI
939
Hoey Investments
Pennsylvania
$1.91M -$47K -172 -2%
WBCM
940
Wilson & Boucher Capital Management
California
$1.91M – – –
IMCOOI
941
Investment Management Corp of Ontario (IMCO)
Canada
$1.9M -$4.88M -17,875 -72%
ANTB
942
AMG National Trust Bank
Colorado
$1.89M – – –
RG
943
Richelieu Gestion
France
$1.89M -$1.3M -4,752 -41%
VIG
944
Vienna Insurance Group
Poland
$1.89M +$159K +583 +9%
CCM
945
CAAS Capital Management
New York
$1.88M +$1.88M +6,900 New
AWAG
946
ARS Wealth Advisors Group
Florida
$1.88M -$314K -1,150 -14%
FPCP
947
Fort Point Capital Partners
California
$1.88M +$123K +450 +7%
FGAM
948
Financial Gravity Asset Management
Texas
$1.87M +$1.12M +420 +148%
NRG
949
Nemes Rush Group
Michigan
$1.87M -$6.55K -24 -0.3%
PVI
950
Pine Valley Investments
New Jersey
$1.87M +$326K +1,193 +21%
36 37
38
39 40