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Caterpillar
CAT

Overview Fund Activity

2,267 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
-5
Holders Change %
-0.22%
% of All Funds
36.28%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
166
Increased
863
Reduced
861
Closed
119
Calls
$2.16B
Puts
$2.63B
Net Calls
-$471M
Net Calls Change
+$1.24B

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$332M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$234M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$172M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$155M
5
Renaissance Technologies
Renaissance Technologies
New York
+$154M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$827M
2
Citadel Advisors
Citadel Advisors
Florida
-$447M
3
Barclays
Barclays
United Kingdom
-$295M
4
BlackRock
BlackRock
New York
-$277M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
401
Putnam Investments
Massachusetts
$8.52M +$4.11M +17,948 +93%
Handelsbanken Fonder
402
Handelsbanken Fonder
Sweden
$8.42M – – –
SF
403
Synovus Financial
Georgia
$8.41M -$48.7K -213 -0.6%
PFS
404
Prospera Financial Services
Texas
$8.37M +$479K +2,092 +6%
PCM
405
Parsons Capital Management
Rhode Island
$8.37M -$93.1K -407 -1%
WTC
406
WhitTier Trust Company
Nevada
$8.33M -$202K -882 -2%
TCM
407
Tufton Capital Management
Maryland
$8.31M -$215K -941 -3%
AAM
408
Advisors Asset Management
Colorado
$8.22M -$783K -3,422 -9%
Bank of Nova Scotia
409
Bank of Nova Scotia
Ontario, Canada
$8.17M -$2.38M -10,407 -23%
DILIC
410
Dai-ichi Life Insurance Company
Japan
$8.16M +$906K +3,957 +12%
FNFDCM
411
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.13M -$217K -948 -3%
PMEF
412
Point72 Middle East FZE
United Arab Emirates
$8.11M +$8.11M +35,461 New
PTC
413
Philadelphia Trust Company
Pennsylvania
$8.09M -$34.1K -149 -0.4%
ALAM
414
Asahi Life Asset Management
Japan
$8M +$259K +1,130 +3%
KWILP
415
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.99M -$184K -805 -2%
SCA
416
Snowden Capital Advisors
New York
$7.97M -$2.25M -9,819 -22%
Pacer Advisors
417
Pacer Advisors
Pennsylvania
$7.93M +$7.43M +32,472 +1,487%
SMI
418
Shelter Mutual Insurance
Missouri
$7.83M – – –
Rafferty Asset Management
419
Rafferty Asset Management
New York
$7.77M +$449K +1,960 +6%
LSERS
420
Louisiana State Employees Retirement System
Louisiana
$7.73M +$45.8K +200 +0.6%
VPIM
421
Vanguard Personalized Indexing Management
California
$7.66M +$660K +2,886 +9%
WG
422
Welch Group
Alabama
$7.63M -$16K -70 -0.2%
MYAM
423
Meiji Yasuda Asset Management
Japan
$7.45M -$3.56M -15,535 -32%
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.37M -$689K -3,013 -9%
OAM
425
Oppenheimer Asset Management
New York
$7.37M -$5.77M -25,205 -44%
15 16
17
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