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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 %
BCV
476
Banque Cantonale Vaudoise
Switzerland
$5.91M -$4.81K -21 -0.1%
Koshinski Asset Management
477
Koshinski Asset Management
Illinois
$5.91M -$39.6K -173 -0.7%
V
478
Veritable
Delaware
$5.89M -$43K -188 -0.7%
MME
479
Meag Munich Ergo
Germany
$5.85M +$3.62M +15,833 +163%
FFBTD
480
First Financial Bank - Trust Division
Ohio
$5.85M -$115K -504 -2%
QC
481
Quadrature Capital
United Kingdom
$5.82M +$5.82M +25,430 New
KPWS
482
Kestra Private Wealth Services
Texas
$5.8M -$169K -738 -3%
SC
483
Savant Capital
Illinois
$5.78M +$22.2K +97 +0.4%
CC
484
Cartenna Capital
Connecticut
$5.72M +$5.72M +25,000 New
BFEC
485
Benjamin F. Edwards & Company
Missouri
$5.71M +$7.55K +33 +0.1%
CGH
486
Crossmark Global Holdings
Texas
$5.71M -$178K -776 -3%
CGIM
487
Capital Group Investment Management
Singapore
$5.7M -$866K -3,783 -13%
LA
488
LBP AM
France
$5.68M -$262K -1,145 -4%
LI
489
LMCG Investments
Massachusetts
$5.66M +$765K +3,343 +16%
AMIM
490
Aull & Monroe Investment Management
Alabama
$5.59M -$160K -699 -3%
WB
491
WesBanco Bank
West Virginia
$5.52M -$42.3K -185 -0.8%
NMERB
492
New Mexico Educational Retirement Board
New Mexico
$5.52M -$160K -700 -3%
NIC
493
Northwest Investment Counselors
Oregon
$5.49M -$351K -1,533 -6%
IMPI
494
Ilmarinen Mutual Pension Insurance
Finland
$5.49M – – –
CIP
495
Chartwell Investment Partners
Pennsylvania
$5.48M -$5.41M -23,635 -50%
FC
496
Fusion Capital
South Carolina
$5.46M -$50.6K -221 -0.9%
LNC
497
Lincoln National Corp
Pennsylvania
$5.39M +$553K +2,418 +11%
BIAS
498
Beacon Investment Advisory Services
New Jersey
$5.37M +$381K +1,665 +8%
SL
499
Sentry LLC
Tennessee
$5.37M +$5.37M +23,483 New
PWP
500
Principle Wealth Partners
Connecticut
$5.35M -$5.26K -23 -0.1%
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