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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 %
LCM
1126
LVM Capital Management
Michigan
$1.24M +$654K +2,398 +111%
ST
1127
Smithfield Trust
Pennsylvania
$1.24M +$37.4K +137 +3%
BG
1128
Bahl & Gaynor
Ohio
$1.24M -$48.3K -177 -4%
BIA
1129
Beacon Investment Advisors
Maryland
$1.23M +$819 +3 +0.1%
WC
1130
Westhampton Capital
North Carolina
$1.23M – – –
ACG
1131
Allen Capital Group
Nebraska
$1.23M +$543 +2 +0%
DAS
1132
Dynamic Advisor Solutions
Arizona
$1.23M +$200K +732 +19%
WPC
1133
Wedmont Private Capital
Pennsylvania
$1.23M +$142K +523 +13%
WOC
1134
West Oak Capital
California
$1.22M -$13.6K -50 -1%
EB
1135
Eastern Bank
Massachusetts
$1.22M -$49.1K -180 -4%
AWA
1136
Aaron Wealth Advisors
Illinois
$1.22M +$28.1K +103 +2%
BHA
1137
Beech Hill Advisors
New York
$1.21M – – –
RCI
1138
RS Crum Inc
California
$1.21M – – –
MWM
1139
Mission Wealth Management
California
$1.2M +$83K +304 +7%
HFA
1140
High Falls Advisors
New York
$1.2M +$1.09K +4 +0.1%
AAM
1141
Aureus Asset Management
Massachusetts
$1.2M +$546 +2 +0%
BFO
1142
Biltmore Family Office
North Carolina
$1.2M -$3.82K -14 -0.3%
NSB
1143
Norway Savings Bank
Maine
$1.19M +$8.19K +30 +0.7%
FTC
1144
Farmers Trust Company
Ohio
$1.19M – – –
NQWM
1145
Northwest Quadrant Wealth Management
Oregon
$1.19M -$4.37K -16 -0.4%
SB
1146
Strategic Blueprint
Georgia
$1.19M -$19.9K -73 -2%
TPWA
1147
TRUE Private Wealth Advisors
Oregon
$1.19M +$37.4K +137 +3%
CWS
1148
Confluence Wealth Services
Pennsylvania
$1.18M +$45K +165 +4%
CAMG
1149
CWA Asset Management Group
Florida
$1.18M +$104K +381 +10%
SIA
1150
Sit Investment Associates
Minnesota
$1.17M – – –
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