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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 %
ACA
2376
Atlas Capital Advisors
Wyoming
$7.92K – – –
WAS
2377
Winch Advisory Services
Wisconsin
$7K – – –
DF
2378
DecisionPoint Financial
Arizona
$6.83K – – –
NC
2379
NewSquare Capital
Pennsylvania
$6.83K – – –
TAM
2380
Tucker Asset Management
Colorado
$4.64K +$1.37K +5 +42%
JFG
2381
JDM Financial Group
Texas
$3.82K – – –
PS
2382
PayPay Securities
Japan
$3.82K – – –
BCM
2383
Blume Capital Management
California
$3.55K – – –
RTL
2384
Red Tortoise LLC
Georgia
$3K – – –
SFA
2385
Semmax Financial Advisors
North Carolina
$2.82K +$2.82K +12 New
IRAG
2386
Investment Research & Advisory Group
Georgia
$2.73K – – –
HWP
2387
Highline Wealth Partners
California
$2.19K – – –
PG
2388
Proffitt & Goodson
Tennessee
$1.5K – – –
TWP
2389
TFO Wealth Partners
Ohio
$1.23K – – –
SWM
2390
Sanctuary Wealth Management
Idaho
$1.09K – – –
IRC
2391
Investors Research Corp
Georgia
$819 -$56.2K -206 -99%
Connor, Clark & Lunn Investment Management (CC&L)
2392
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$26.8M -108,977 Closed
FFM
2393
Fullerton Fund Management
Singapore
– -$13.5M -54,995 Closed
TI
2394
Trexquant Investment
Connecticut
– -$10.6M -43,224 Closed
AAF
2395
Andra AP-fonden
Sweden
– -$9.79M -39,800 Closed
KHLMVGHM
2396
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
– -$9.65M -39,368 Closed
Simplex Trading
2397
Simplex Trading
Illinois
– -$6.46M -26,254 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2398
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$6.44M -26,189 Closed
V
2399
Veritable
Delaware
– -$6.24M -25,354 Closed
KWILP
2400
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$5.53M -22,454 Closed
94 95
96
97 98