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Caterpillar
CAT

Overview Fund Activity

2,272 hedge funds and large institutions have $87.8B invested in Caterpillar in 2022 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 751 increasing their positions, 788 reducing their positions, and 79 closing their positions.

Holders
2,272
Holders Change
+292
Holders Change %
+14.75%
% of All Funds
36.66%
Holding in Top 10
60
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+160.87%
% of All Funds
0.97%
New
407
Increased
751
Reduced
788
Closed
79
Calls
$2.62B
Puts
$4.33B
Net Calls
-$1.71B
Net Calls Change
-$1.31B

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$519M
2
Barclays
2
Barclays
United Kingdom
$535M
3
Citigroup
3
Citigroup
New York
$438M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.34B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.58B

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$207M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$627M
4
Goldman Sachs
4
Goldman Sachs
New York
$648M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
301
Jane Street
New York
$14.3M 59,638 -177,699 -75%
OAM
302
Oppenheimer Asset Management
New York
$13.7M 57,396 +1,138 +2%
LDB
303
Lee, Danner & Bass
Tennessee
$13.7M 57,185 -2,402 -4%
MWM
304
Moran Wealth Management
Florida
$13.7M 57,122 +57,122 New
BCM
305
Birmingham Capital Management
Alabama
$13.6M 56,895 +50 +0.1%
DADC
306
D.A. Davidson & Co
Montana
$13.4M 56,141 -738 -1%
MGIM
307
M&G Investment Management
United Kingdom
$13.4M 55,848 -3,471 -6%
BHWM
308
Bar Harbor Wealth Management
New Hampshire
$13.2M 55,194 -477 -0.9%
GC
309
Guggenheim Capital
Illinois
$13M 54,464 +14,664 +37%
LG
310
LaFleur & Godfrey
Michigan
$12.9M 53,662 +103 +0.2%
RCYC
311
Richard C. Young & Co
Rhode Island
$12.8M 53,547 +457 +0.9%
EDRH
312
Edmond de Rothschild Holding
Switzerland
$12.7M 53,197 -38,608 -42%
ACA
313
Aptus Capital Advisors
Alabama
$12.7M 52,819 -6,678 -11%
HIMCH
314
Hartford Investment Management Co (HIMCO)
Connecticut
$12.7M 52,808 -781 -1%
WT
315
Whittier Trust
California
$12.6M 52,579 -1,337 -2%
BBA
316
Baader Bank Aktiengesellschaft
Germany
$12.5M 52,243 -3,567 -6%
ZCM
317
Ziegler Capital Management
Illinois
$12.4M 51,538 -7,352 -12%
PFO
318
Pathstone Family Office
New Jersey
$12.2M 58,790 +12,520 +27%
DP
319
Dearborn Partners
Illinois
$12.2M 50,947 -314 -0.6%
CHAM
320
Clear Harbor Asset Management
Connecticut
$12.2M 50,799 – –
GG
321
Greenwood Gearhart
Arkansas
$12.1M 50,605 +632 +1%
HR
322
Howe & Rusling
New York
$12.1M 50,580 +511 +1%
NB
323
Norinchukin Bank
Japan
$12.1M 50,457 -9,782 -16%
CA
324
Callahan Advisors
Texas
$12M 50,271 +3,580 +8%
TRSOTSOK
325
Teachers Retirement System of the State of Kentucky
Kentucky
$11.9M 49,754 – –
11 12
13
14 15