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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 %
TSW
976
Thompson Siegel & Walmsley
Virginia
$1.74M – – –
IP
977
Intellectus Partners
California
$1.74M -$130K -475 -7%
PIM
978
Penobscot Investment Management
Massachusetts
$1.73M +$232K +850 +15%
OPCM
979
Osborne Partners Capital Management
California
$1.73M -$157K -574 -8%
CAG
980
Csenge Advisory Group
Florida
$1.73M +$691K +2,533 +66%
YIH
981
Y-Intercept (HK)
Hong Kong
$1.73M +$542K +1,986 +46%
CT
982
Coastline Trust
Rhode Island
$1.72M -$9.56K -35 -0.6%
IA
983
Inspire Advisors
Idaho
$1.72M +$1.37K +5 +0.1%
EHWM
984
Eads & Heald Wealth Management
Georgia
$1.72M +$157K +574 +10%
CST
985
Charles Schwab Trust
Nevada
$1.71M +$9.83K +36 +0.6%
OCM
986
Orleans Capital Management
Louisiana
$1.7M +$459K +1,680 +37%
LHC
987
Little House Capital
Massachusetts
$1.7M +$420K +1,537 +33%
VT
988
Vise Technologies
New York
$1.7M -$16.1K -59 -0.9%
WPW
989
Watershed Private Wealth
Illinois
$1.7M – – –
HTC
990
Haverford Trust Company
Pennsylvania
$1.69M +$2.73K +10 +0.2%
SCM
991
Spreng Capital Management
Ohio
$1.68M -$8.19K -30 -0.5%
GW
992
GW & Wade
Massachusetts
$1.68M +$279K +1,022 +20%
ZF
993
Zhang Financial
Michigan
$1.68M +$110K +402 +7%
FIA
994
Foundations Investment Advisors
Arizona
$1.66M +$256K +939 +18%
AWA
995
Arkadios Wealth Advisors
Georgia
$1.65M +$211K +774 +15%
RWA
996
River Wealth Advisors
Pennsylvania
$1.65M -$10.9K -40 -0.7%
CCG
997
Cypress Capital Group
Florida
$1.65M +$296K +1,083 +22%
PWG
998
Portside Wealth Group
Utah
$1.65M +$2.18K +8 +0.1%
BFA
999
Benedict Financial Advisors
Georgia
$1.65M +$5.46K +20 +0.3%
BA
1000
BCM Advisors
Louisiana
$1.64M – – –
38 39
40
41 42