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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.

New
Increased
Maintained
Reduced
Closed
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
Citadel Advisors
Florida
$519M
2
Barclays
Barclays
United Kingdom
$535M
3
Citigroup
Citigroup
New York
$438M
4
AWA
Arete Wealth Advisors
Illinois
$1.34B
5
Morgan Stanley
Morgan Stanley
New York
$1.58B

Top Sellers

1
AS
Altshuler Shaham
Israel
$207M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$627M
4
Goldman Sachs
Goldman Sachs
New York
$648M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
501
LMCG Investments
Massachusetts
$5.12M +$5.12M +21,386 New
ACM
502
Alpha Capital Management
Texas
$5.12M -$101K -420 -2%
TLP
503
Trinity Legacy Partners
Texas
$5.07M +$237K +988 +5%
LNC
504
Lincoln National Corp
Pennsylvania
$5.06M +$236K +985 +5%
SC
505
Searle & Co
Connecticut
$5.05M – – –
NRS
506
Neville Rodie & Shaw
New York
$5.04M -$29.9K -125 -0.6%
NCM
507
Narwhal Capital Management
Georgia
$5.04M -$296K -1,235 -6%
QCM
508
Quantinno Capital Management
New York
$4.99M +$2.67M +11,163 +115%
Fidelity International
509
Fidelity International
Bermuda
$4.98M +$352K +1,468 +8%
CB
510
Community Bank
New York
$4.98M -$26.4K -110 -0.5%
AF
511
Allworth Financial
California
$4.94M +$1.28M +5,324 +35%
BPC
512
Banque Pictet & Cie
Switzerland
$4.94M -$613K -2,558 -11%
NIM
513
Northeast Investment Management
Massachusetts
$4.94M -$34.5K -144 -0.7%
FTA
514
Financial & Tax Architects
Missouri
$4.94M -$1.19M -4,751 -19%
FLI
515
Family Legacy Inc
South Carolina
$4.93M +$43.2K +167 +0.9%
CBT
516
Central Bank & Trust
Kentucky
$4.91M +$243K +1,016 +5%
BCFD
517
Boit C.F. David
$4.89M – – –
FC
518
FORA Capital
Florida
$4.87M -$2.8M -11,668 -36%
DWM
519
Dakota Wealth Management
Florida
$4.86M -$47.2K -197 -1%
IC
520
IEQ Capital
California
$4.85M +$735K +3,070 +18%
RBC
521
Romano Brothers & Co
Illinois
$4.84M -$29K -121 -0.6%
GPTE
522
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.82M – – –
TCM
523
Twin Capital Management
Pennsylvania
$4.8M -$127K -529 -3%
CAM
524
Columbia Asset Management
Michigan
$4.75M -$99.2K -414 -2%
MAM
525
Mark Asset Management
New York
$4.74M +$4.74M +19,769 New
19 20
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