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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 %
M1FG
426
Mach-1 Financial Group
Arkansas
$7.32M -$827M -3,614 -99%
BCM
427
Brookstone Capital Management
Illinois
$7.27M +$175K +778 +2%
FAT
428
First American Trust
California
$7.24M -$1.93M -8,425 -21%
LF
429
Longbow Finance
Switzerland
$7.23M +$73.2K +320 +1%
BC
430
Brookfield Corp
Ontario, Canada
$7.2M +$7.2M +31,478 New
KA
431
Kerrisdale Advisers
Florida
$7.13M +$5.02M +21,929 +237%
LWM
432
Lyell Wealth Management
California
$7.13M +$619K +2,705 +10%
SPC
433
Sigma Planning Corp
Michigan
$7.12M +$1.57M +6,859 +28%
CA
434
Cullinan Associates
Kentucky
$7.12M -$1.68M -7,360 -19%
SBH
435
Segall Bryant & Hamill
Illinois
$7.05M +$35.7K +156 +0.5%
CA
436
Cetera Advisors
Colorado
$6.95M -$1.37M -5,992 -16%
TC
437
TownSquare Capital
Utah
$6.94M +$1.56M +6,803 +29%
HWM
438
HB Wealth Management
Georgia
$6.94M +$62K +271 +0.9%
Dodge & Cox
439
Dodge & Cox
California
$6.86M -$11.4K -50 -0.2%
KCM
440
Kanawha Capital Management
Virginia
$6.81M +$15.6K +68 +0.2%
NAMA
441
Nikko Asset Management Americas
New York
$6.8M -$1.85M -8,062 -21%
BF
442
BOK Financial
Oklahoma
$6.8M -$780K -3,407 -10%
CC
443
Cannell & Co
New York
$6.71M -$53.8K -235 -0.8%
EGA
444
Eagle Global Advisors
Texas
$6.69M +$165K +721 +3%
VI
445
Vestcor Inc
New Brunswick, Canada
$6.68M +$2.59M +11,300 +63%
BCM
446
Becker Capital Management
Oregon
$6.66M -$299K -1,308 -4%
ANBT
447
American National Bank & Trust
Texas
$6.59M +$1.05M +4,576 +19%
FWCM
448
Ferguson Wellman Capital Management
Oregon
$6.58M -$135K -590 -2%
AAS
449
Avantax Advisory Services
Texas
$6.55M +$60.4K +264 +0.9%
1832 Asset Management
450
1832 Asset Management
Ontario, Canada
$6.5M -$7.3M -31,914 -53%
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