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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 %
SAM
1051
Sequent Asset Management
Texas
$1.47M – – –
AW
1052
Alaethes Wealth
Nevada
$1.47M -$71K -260 -5%
CCIA
1053
Campbell & Co Investment Adviser
Maryland
$1.45M +$864K +3,166 +147%
SIA
1054
Schechter Investment Advisors
Michigan
$1.45M -$20.2K -74 -1%
DLA
1055
Douglas Lane & Associates
New York
$1.45M -$18K -66 -1%
GEA
1056
Glen Eagle Advisors
New Jersey
$1.45M -$22.4K -82 -2%
KA
1057
Kovack Advisors
Florida
$1.45M +$231K +848 +19%
PCG
1058
Prosperity Consulting Group
Maryland
$1.45M +$1.11M +4,060 +329%
SIMG
1059
Sonora Investment Management Group
Arizona
$1.44M +$40.1K +147 +3%
ITIM
1060
Indiana Trust & Investment Management
Indiana
$1.44M -$12.3K -45 -0.8%
CIA
1061
Cladis Investment Advisory
Montana
$1.44M -$13.7K -50 -0.9%
OIA
1062
Optimum Investment Advisors
Illinois
$1.44M +$93.4K +342 +7%
CPC
1063
Cookson Peirce & Co
Pennsylvania
$1.43M +$25.4K +93 +2%
IAIM
1064
International Assets Investment Management
Florida
$1.42M +$6.55K +24 +0.5%
FI
1065
Fosun International
China
$1.42M +$1.42M +5,188 New
NP
1066
NorthRock Partners
Minnesota
$1.41M +$243K +891 +21%
FPAS
1067
Focus Partners Advisor Solutions
Missouri
$1.41M +$605K +2,217 +75%
SCM
1068
SOL Capital Management
Maryland
$1.41M – – –
ERIC
1069
Eagle Rock Investment Company
Georgia
$1.41M -$40.4K -148 -3%
AMG
1070
Advisors Management Group
Wisconsin
$1.41M -$12.6K -46 -0.9%
AWM
1071
Accurate Wealth Management
Florida
$1.41M +$185K +678 +15%
GPA
1072
Garrison Point Advisors
California
$1.41M -$53.2K -195 -4%
CCFCSB
1073
Cape Cod Five Cents Savings Bank
Massachusetts
$1.41M +$673K +2,466 +92%
FCB
1074
First County Bank
Connecticut
$1.4M +$35.8K +131 +3%
IFWM
1075
Institute for Wealth Management
Colorado
$1.4M -$3.55K -13 -0.3%
41 42
43
44 45