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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 %
CBT
451
Central Bank & Trust
Kentucky
$6.49M +$1.8M +7,874 +38%
GAB
452
German American Bancorp
Indiana
$6.46M -$202K -882 -3%
TW
453
Transform Wealth
Colorado
$6.42M +$2.65M +11,595 +70%
MMA
454
Miracle Mile Advisors
California
$6.41M +$22.4K +98 +0.4%
EF
455
Empowered Funds
Pennsylvania
$6.39M +$6.39M +27,928 New
IWM
456
Integris Wealth Management
California
$6.36M – – –
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$6.32M +$16.7K +73 +0.3%
SS
458
Simplicity Solutions
Minnesota
$6.29M +$5.27M +23,034 +516%
OCAM
459
Onex Canada Asset Management
Ontario, Canada
$6.26M -$468K -2,046 -7%
WF
460
Welch & Forbes
Massachusetts
$6.25M -$160K -697 -2%
ETC
461
Exchange Traded Concepts
Oklahoma
$6.22M +$6.21M +27,157 +87,603%
VFA
462
Valeo Financial Advisors
Indiana
$6.14M +$2.76M +12,047 +82%
SFM
463
Signet Financial Management
New Jersey
$6.13M +$22.9K +100 +0.4%
UIC
464
Uniplan Investment Counsel
Wisconsin
$6.06M -$36.8K -161 -0.6%
LCM
465
Logan Capital Management
Pennsylvania
$6.05M +$229 +1 +0%
IWN
466
Independent Wealth Network
Iowa
$6.05M +$4.12K +18 +0.1%
SIC
467
Sigma Investment Counselors
Michigan
$6.04M -$28.8K -126 -0.5%
AC
468
Addenda Capital
Quebec, Canada
$6.03M -$46.5K -203 -0.8%
IMCOOI
469
Investment Management Corp of Ontario (IMCO)
Canada
$6.03M +$2.08M +9,075 +53%
OHIS
470
Oak Harvest Investment Services
Texas
$6.01M -$154K -674 -3%
FPGT
471
Financial Partners Group (Tennessee)
Tennessee
$6M -$14.9K -65 -0.2%
SOS
472
Silver Oak Securities
Tennessee
$5.99M -$169K -738 -3%
CPC
473
Consolidated Planning Corp
Georgia
$5.97M -$961K -4,200 -14%
USAA
474
United Services Automobile Association
Texas
$5.96M -$13.1M -57,156 -69%
PCM
475
Prelude Capital Management
New York
$5.95M +$5.37M +23,488 +938%
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