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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 %
ANB
1076
Amarillo National Bank
Texas
$1.4M -$27.3K -100 -2%
WFM
1077
Wolff Financial Management
Michigan
$1.4M +$1.4M +5,130 New
GFS
1078
GYL Financial Synergies
Connecticut
$1.4M +$6.55K +24 +0.5%
CS
1079
Comerica Securities
Michigan
$1.39M -$27K -99 -2%
XWM
1080
Xcel Wealth Management
Florida
$1.39M -$13.1K -48 -0.9%
RIA
1081
Realta Investment Advisors
Delaware
$1.39M -$36.9K -150 -3%
NW
1082
Naviter Wealth
Arkansas
$1.39M +$37.9K +139 +3%
CAM
1083
Costello Asset Management
Pennsylvania
$1.38M -$24.6K -90 -2%
AAB
1084
ABN AMRO Bank
Netherlands
$1.38M +$273K +1,000 +25%
CFGS
1085
Concourse Financial Group Securities
Alabama
$1.37M -$40.4K -148 -3%
DFA
1086
DHJJ Financial Advisors
Illinois
$1.37M -$164K -601 -11%
MF
1087
Manchester Financial
California
$1.36M -$75.1K -275 -5%
EWA
1088
Exencial Wealth Advisors
Oklahoma
$1.35M +$882K +3,229 +188%
WANY
1089
Wealthspire Advisors (New York)
New York
$1.34M +$643K +2,357 +93%
BTWM
1090
Baker Tilly Wealth Management
Wisconsin
$1.34M -$11.2K -41 -0.8%
BFO
1091
Boston Family Office
Massachusetts
$1.33M +$480K +1,760 +56%
NFA
1092
Northern Financial Advisors
Michigan
$1.33M -$13.4K -49 -1%
CA
1093
Continuum Advisory
Idaho
$1.33M +$50.8K +186 +4%
SIA
1094
Schear Investment Advisers
Ohio
$1.33M -$78.6K -288 -6%
GC
1095
Gilbert & Cook
Iowa
$1.33M +$116K +425 +10%
GC
1096
Garde Capital
Washington
$1.32M +$2.73K +10 +0.2%
ISL
1097
Ingalls & Snyder LLC
New York
$1.32M +$32.2K +118 +2%
SWA
1098
Stratos Wealth Advisors
Ohio
$1.32M +$344K +1,259 +35%
LA
1099
Legacy Advisors
Pennsylvania
$1.32M +$806K +2,954 +158%
GWSG
1100
GPS Wealth Strategies Group
Colorado
$1.32M +$88.2K +323 +7%
42 43
44
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