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Caterpillar
CAT

Overview Fund Activity

2,388 hedge funds and large institutions have $97.2B invested in Caterpillar in 2023 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 902 increasing their positions, 898 reducing their positions, and 80 closing their positions.

Holders
2,388
Holders Change
+79
Holders Change %
+3.42%
% of All Funds
38.08%
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
898
Closed
80
Calls
$2.6B
Puts
$3.31B
Net Calls
-$708M
Net Calls Change
-$286M

Top Buyers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$305M
2
Bank of America
2
Bank of America
North Carolina
$1.41B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.65B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$486M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$119M

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$2.52M
2
State Street
2
State Street
Massachusetts
$10.3B
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$89M
4
DZ Bank
4
DZ Bank
Germany
$312M
5
BlackRock
5
BlackRock
New York
$9.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
APG Asset Management
76
APG Asset Management
Netherlands
$123M +$9.86M +36,111 +9%
Korea Investment Corp
77
Korea Investment Corp
South Korea
$122M -$16.4M -60,245 -12%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$121M +$1.05M +3,838 +0.9%
GLA
79
Great Lakes Advisors
Illinois
$121M +$29.7M +108,894 +33%
1832 Asset Management
80
1832 Asset Management
Ontario, Canada
$119M +$119M +434,194 +210,774%
Man Group
81
Man Group
United Kingdom
$113M -$93.9M -381,480 Closed
Osaic Holdings
82
Osaic Holdings
Arizona
$112M +$20.4M +74,605 +22%
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$108M +$6.92M +25,506 +7%
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$105M -$69M -252,673 -40%
First Trust Advisors
85
First Trust Advisors
Illinois
$105M -$13.8M -50,591 -12%
AQR Capital Management
86
AQR Capital Management
Connecticut
$104M +$16.9M +62,020 +19%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$102M +$102M +373,157 New
PAM
88
Panagora Asset Management
Massachusetts
$100M +$14.4M +52,576 +17%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$98.3M -$739K -2,707 -0.7%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$92.7M +$26.5M +97,018 +40%
Mitsubishi UFJ Trust & Banking
91
Mitsubishi UFJ Trust & Banking
Japan
$90.9M -$2.6M -9,530 -3%
Franklin Resources
92
Franklin Resources
California
$90.4M +$8.76M +32,100 +11%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$90M +$10.5M +38,618 +13%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$89M -$297M -1,089,105 -77%
Mackenzie Financial
95
Mackenzie Financial
Ontario, Canada
$87.7M +$18M +66,767 +26%
Holocene Advisors
96
Holocene Advisors
New York
$87.5M +$87.5M +320,619 New
RJFSA
97
Raymond James Financial Services Advisors
Florida
$86.4M -$299K -1,094 -0.3%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$84.8M +$53.2M +194,700 +168%
SEI Investments
99
SEI Investments
Pennsylvania
$83.8M +$59M +216,018 +237%
Asset Management One
100
Asset Management One
Japan
$83.2M +$2.08M +7,614 +3%
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4
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