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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
$305M
2
Bank of America
Bank of America
North Carolina
$1.41B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$486M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$119M

Top Sellers

1
AS
Altshuler Shaham
Israel
$2.52M
2
State Street
State Street
Massachusetts
$10.3B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$89M
4
DZ Bank
DZ Bank
Germany
$312M
5
BlackRock
BlackRock
New York
$9.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
201
DnB Asset Management
Norway
$33.8M -$1.49M -5,448 -4%
CCMG
202
Clark Capital Management Group
Pennsylvania
$33.8M +$32.6M +119,290 +2,735%
Wealth Enhancement Advisory Services
203
Wealth Enhancement Advisory Services
Minnesota
$33.7M +$31.3M +114,799 +1,329%
FRAF
204
Första AP-fonden
Sweden
$33.6M -$273K -1,000 -0.8%
TAF
205
Tredje AP-fonden
Sweden
$32.6M -$8.07M -29,577 -20%
SCI
206
S&CO Inc
Massachusetts
$32.6M -$546 -2 -0%
GF
207
Gabelli Funds
New York
$32.4M -$470K -1,720 -1%
CI
208
Capital International
California
$32.2M +$90.6K +332 +0.3%
CIS
209
Capital International Sarl
California
$32.1M +$2.3M +8,424 +8%
FMI
210
Factory Mutual Insurance
Massachusetts
$31.9M -$6.85M -25,100 -18%
Parallax Volatility Advisers
211
Parallax Volatility Advisers
California
$31.2M +$31.2M +114,402 New
UIM
212
USS Investment Management
United Kingdom
$31M +$1.02M +3,748 +3%
MPMG
213
Minneapolis Portfolio Management Group
Minnesota
$30.5M -$7.78M -28,495 -20%
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$30.4M +$1.71M +6,275 +6%
YCM
215
Yousif Capital Management
Michigan
$30M -$1.35M -4,940 -4%
ELC
216
Edgar Lomax Company
Virginia
$29.6M -$522K -1,912 -2%
BNP Paribas Asset Management
217
BNP Paribas Asset Management
France
$28.8M +$2.04M +7,468 +8%
LCS
218
Levin Capital Strategies
New York
$28.8M -$2.04M -7,461 -7%
CII
219
Capital International Inc
California
$28.8M +$3.39M +12,434 +13%
TPSF
220
Texas Permanent School Fund
Texas
$28.8M -$725K -2,657 -2%
II
221
IFM Investors
Australia
$28.5M +$857K +3,140 +3%
WSTAM
222
Wilbanks Smith & Thomas Asset Management
Virginia
$28.4M -$11.7K -43 -0%
NPA
223
Nichols & Pratt Advisers
Massachusetts
$28.4M -$686K -2,514 -2%
BFS
224
Bradley Foster & Sargent
Connecticut
$28.2M – – –
X
225
Xponance
Pennsylvania
$28.1M +$1.34M +4,892 +5%
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