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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 %
XT
2426
XTX Topco
Cayman Islands
– -$567K -2,304 Closed
CTC (Chicago Trading Company)
2427
CTC (Chicago Trading Company)
Illinois
– -$536K -2,180 Closed
BCM
2428
Bayesian Capital Management
New York
– -$492K -2,000 Closed
FA
2429
Financial Advantage
Maryland
– -$470K -1,910 Closed
QCM
2430
Qsemble Capital Management
New York
– -$431K -1,750 Closed
CIM
2431
Contravisory Investment Management
Massachusetts
– -$418K -1,700 Closed
GCP
2432
GSA Capital Partners
United Kingdom
– -$401K -1,631 Closed
QT
2433
Quantbot Technologies
New York
– -$394K -1,603 Closed
NA
2434
Navellier & Associates
Nevada
– -$394K -1,600 Closed
BBA
2435
Braun-Bostich & Associates
Pennsylvania
– -$369K -1,498 Closed
BC
2436
Brookfield Corp
Ontario, Canada
– -$357K -1,451 Closed
FRM
2437
Fox Run Management
Connecticut
– -$357K -1,451 Closed
GC
2438
GFG Capital
Florida
– -$351K -1,428 Closed
GA
2439
GraniteShares Advisors
New York
– -$350K -1,422 Closed
DIP
2440
Davis Investment Partners
North Carolina
– -$371K -1,421 Closed
TA
2441
TFB Advisors
Kansas
– -$334K -1,357 Closed
LWM
2442
Laidlaw Wealth Management
New York
– -$325K -1,322 Closed
DCM
2443
Dupont Capital Management
Delaware
– -$312K -1,270 Closed
CA
2444
Crewe Advisors
Utah
– -$309K -1,256 Closed
CWM
2445
Cordatus Wealth Management
Pennsylvania
– -$304K -1,235 Closed
CC
2446
Corton Capital
Ontario, Canada
– -$302K -1,228 Closed
CSIA
2447
Charles Schwab Investment Advisory
California
– -$288K -1,170 Closed
SAS
2448
Stelac Advisory Services
New York
– -$284K -1,154 Closed
MFP
2449
Meridian Financial Partners
Virginia
– -$289K -1,106 Closed
MS
2450
Mizuho Securities
Japan
– -$271K -1,100 Closed
95 96 97
98
99