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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 %
SPIA
326
Steward Partners Investment Advisory
New York
$11.9M 49,703 -1,026 -2%
IAN
327
Integrated Advisors Network
Texas
$11.6M 48,299 -1,427 -3%
HFS
328
Hantz Financial Services
Michigan
$11.5M 48,144 +2,876 +6%
VF
329
Vest Financial
Virginia
$11.4M 47,775 -3,057 -6%
CIP
330
Chartwell Investment Partners
Pennsylvania
$11.4M 47,594 -20,512 -30%
CSS
331
Cubist Systematic Strategies
Connecticut
$11.4M 47,423 -12,661 -21%
WBG
332
Wharton Business Group
Pennsylvania
$11.3M 47,036 +635 +1%
BCIM
333
British Columbia Investment Management
British Columbia, Canada
$11.2M 46,846 -5,922 -11%
SC
334
Scotia Capital
Ontario, Canada
$11.2M 46,752 +2,594 +6%
Squarepoint
335
Squarepoint
New York
$11.2M 46,639 +46,639 New
CTC
336
Central Trust Company
Missouri
$11.1M 46,458 -1,009 -2%
SW
337
SteelPeak Wealth
California
$11.1M 46,430 +32,039 +223%
Bank of Nova Scotia
338
Bank of Nova Scotia
Ontario, Canada
$11M 46,120 -11,234 -20%
Wealthfront Advisers
339
Wealthfront Advisers
California
$11M 46,065 +6,925 +18%
QP
340
Quilter Plc
United Kingdom
$11M 46,016 -540 -1%
MAM
341
Mastrapasqua Asset Management
Tennessee
$11M 45,980 +202 +0.4%
JC
342
Jacobs & Co
California
$10.9M 45,620 -147 -0.3%
CS
343
Candriam SCA
Luxembourg
$10.9M 45,396 -4,574 -9%
WBC
344
Westpac Banking Corp
Australia
$10.9M 45,379 +2,671 +6%
BWL
345
Bogart Wealth LLC
Virginia
$10.8M 45,266 -4,607 -9%
AAIM
346
American Assets Investment Management
California
$10.8M 45,000 – –
CSIC
347
Clifford Swan Investment Counsel
California
$10.7M 44,816 -74 -0.2%
SCA
348
Snowden Capital Advisors
New York
$10.7M 44,666 -91 -0.2%
TCBWMS
349
Texas Capital Bank Wealth Management Services
Texas
$10.6M 44,355 -1,941 -4%
DC
350
Davenport & Co
Virginia
$10.5M 43,678 -2,842 -6%
12 13
14
15 16