CAT icon

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 %
RF
1151
Rollins Financial
Georgia
$1.17M +$180K +658 +18%
CWP
1152
Capital Wealth Planning
Florida
$1.17M -$35.2K -129 -3%
WDC
1153
Woodward Diversified Capital
California
$1.17M +$70.4K +258 +6%
FCA
1154
FinTrust Capital Advisors
South Carolina
$1.17M -$9.01K -33 -0.8%
VC
1155
Veracity Capital
Georgia
$1.17M +$1.17M +4,276 New
WR
1156
WD Rutherford
Oregon
$1.16M -$149K -544 -11%
IAS
1157
Insigneo Advisory Services
Florida
$1.16M +$108K +396 +10%
SFFS
1158
Stonehage Fleming Financial Services
Jersey
$1.16M – – –
IGGA
1159
Iron Gate Global Advisors
Utah
$1.16M +$824 +3 +0.1%
CFP
1160
Catalyst Financial Partners
Massachusetts
$1.16M +$98K +359 +9%
WAM
1161
Werlinich Asset Management
Connecticut
$1.15M +$15.3K +56 +1%
BJL
1162
Brighton Jones LLC
Washington
$1.15M +$199K +730 +21%
BHIA
1163
Birch Hill Investment Advisors
Massachusetts
$1.15M – – –
SC
1164
Solstein Capital
California
$1.15M – – –
LF
1165
Lantz Financial
Illinois
$1.15M +$40.4K +148 +4%
PGAM
1166
Princeton Global Asset Management
New Jersey
$1.14M -$54.6K -200 -5%
FHB
1167
First Hawaiian Bank
Hawaii
$1.14M -$53K -194 -4%
CIAS
1168
Capital Investment Advisory Services
North Carolina
$1.14M +$124K +453 +12%
STA
1169
Summit Trail Advisors
New York
$1.14M +$77.8K +285 +7%
SAA
1170
Southeast Asset Advisors
Georgia
$1.13M +$38.8K +142 +4%
BL
1171
Balentine LLC
Georgia
$1.13M +$39.9K +146 +4%
IF
1172
Intrua Financial
Texas
$1.12M +$52.1K +191 +5%
1WM
1173
1900 Wealth Management
Texas
$1.12M – – –
MF
1174
Montis Financial
Massachusetts
$1.12M – – –
KIG
1175
Kowal Investment Group
Wisconsin
$1.12M +$21K +77 +2%
45 46
47
48 49