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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 %
GRP
551
Global Retirement Partners
California
$4.39M -$95.6K -399 -2%
Carson Wealth (CWM LLC)
552
Carson Wealth (CWM LLC)
Nebraska
$4.38M +$867K +3,618 +25%
PFS
553
Physicians Financial Services
North Carolina
$4.37M -$17K -71 -0.4%
HSA
554
HBK Sorce Advisory
Pennsylvania
$4.36M +$2.45M +10,237 +129%
MCM
555
Monument Capital Management
Virginia
$4.34M +$142K +592 +3%
AWM
556
Aries Wealth Management
Maine
$4.32M – – –
MPI
557
Mairs & Power Inc
Minnesota
$4.3M -$33.5K -140 -0.8%
VI
558
Vestcor Inc
New Brunswick, Canada
$4.28M +$1.27M +5,304 +42%
MIM
559
Montgomery Investment Management
Maryland
$4.28M -$9.58K -40 -0.2%
HCM
560
Hodges Capital Management
Texas
$4.28M +$1.18M +4,937 +38%
OHWP
561
Oak Harbor Wealth Partners
North Carolina
$4.27M +$719 +3 +0%
BFIM
562
Beese Fulmer Investment Management
Ohio
$4.26M -$41.4K -173 -1%
DMC
563
Drexel Morgan & Co
Pennsylvania
$4.25M – – –
KA
564
Kintegral Advisory
New York
$4.21M -$2.57M -10,744 -38%
TSS
565
Two Sigma Securities
New York
$4.21M +$3.41M +14,228 +424%
SCM
566
Stonebridge Capital Management
California
$4.2M -$119K -498 -3%
ACM
567
Altrius Capital Management
North Carolina
$4.18M -$52.5K -219 -1%
SSA
568
Schonfeld Strategic Advisors
New York
$4.14M -$1.62M -6,752 -28%
LPIC
569
LeJeune Puetz Investment Counsel
Michigan
$4.14M -$2.4K -10 -0.1%
IMCOOI
570
Investment Management Corp of Ontario (IMCO)
Canada
$4.14M +$4.14M +17,261 New
SIMM
571
Stillwater Investment Management (Minnesota)
Minnesota
$4.12M -$15.8K -66 -0.4%
WJWM
572
Williams Jones Wealth Management
New York
$4.09M +$10.1K +42 +0.2%
CLOS
573
Compagnie Lombard Odier SCmA
Switzerland
$4.09M -$79.6K -332 -2%
CCB
574
Country Club Bank
Missouri
$4.06M +$208K +867 +5%
FFWA
575
FRG Family Wealth Advisors
Washington
$4.04M -$140K -584 -3%
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