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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
1
Winslow Capital Management
Minnesota
$305M
2
Bank of America
2
Bank of America
North Carolina
$1.41B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.65B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$486M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$119M

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$2.52M
2
State Street
2
State Street
Massachusetts
$10.3B
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$89M
4
DZ Bank
4
DZ Bank
Germany
$312M
5
BlackRock
5
BlackRock
New York
$9.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
2401
Teza Capital Management
Illinois
– -$4.53M -18,418 Closed
BA
2402
Bridgewater Associates
Connecticut
– -$3.88M -15,761 Closed
KHLMTHM
2403
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
– -$3.41M -13,932 Closed
SFI
2404
Susquehanna Fundamental Investments
Pennsylvania
– -$3.08M -12,500 Closed
FSA
2405
Financial Sense Advisors
California
– -$2.8M -11,381 Closed
CRI
2406
Commonwealth Retirement Investments
Virginia
– -$2.77M -11,259 Closed
E
2407
Ergoteles
New York
– -$2.65M -10,758 Closed
Fidelity International
2408
Fidelity International
Bermuda
– -$2.27M -9,215 Closed
EL
2409
EMFO LLC
Florida
– -$2.19M -8,893 Closed
KCM
2410
Kempner Capital Management
Texas
– -$1.93M -7,842 Closed
QT
2411
Quantamental Technologies
New York
– -$1.55M -6,300 Closed
HI
2412
HBK Investments
Texas
– -$1.53M -6,222 Closed
HVM
2413
Harvest Volatility Management
Connecticut
– -$1.35M -5,495 Closed
DTL
2414
Dynamic Technology Lab
Singapore
– -$1.32M -5,360 Closed
TWP
2415
Tempus Wealth Planning
California
– -$1.3M -5,300 Closed
KJHP
2416
K.J. Harrison & Partners
Ontario, Canada
– -$1.23M -5,000 Closed
SW
2417
Solidarity Wealth
Utah
– -$1.17M -4,774 Closed
DA
2418
Duality Advisers
Florida
– -$1.09M -4,447 Closed
MC
2419
Maverick Capital
Texas
– -$1.02M -4,148 Closed
SM
2420
Sciencast Management
New Jersey
– -$990K -4,012 Closed
VIA
2421
Vident Investment Advisory
Georgia
– -$904K -3,680 Closed
MS
2422
Maven Securities
Jersey
– -$888K -3,609 Closed
MC
2423
Machina Capital
France
– -$863K -3,509 Closed
AS
2424
AM Squared
Hong Kong
– -$738K -3,000 Closed
Arrowstreet Capital
2425
Arrowstreet Capital
Massachusetts
– -$640K -2,602 Closed
95 96
97
98 99