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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
+$495M
2
Barclays
Barclays
United Kingdom
+$301M
3
Citigroup
Citigroup
New York
+$272M
4
AWA
Arete Wealth Advisors
Illinois
+$245M
5
Morgan Stanley
Morgan Stanley
New York
+$232M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$422M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$351M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$169M
4
Goldman Sachs
Goldman Sachs
New York
-$158M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISB
601
Iowa State Bank
Iowa
$3.73M +$81.5K +340 +2%
FMAEN1
602
Fund Management at Engine No 1
California
$3.72M +$2.51M +10,464 +206%
PPW
603
Parcion Private Wealth
Washington
$3.72M -$38.1K -159 -1%
KFP
604
KMG Fiduciary Partners
Ohio
$3.71M +$211K +882 +6%
ECM
605
EagleClaw Capital Management
Massachusetts
$3.71M – – –
RC
606
Roundview Capital
New Jersey
$3.71M +$57.5K +240 +2%
SCP
607
Stamos Capital Partners
California
$3.69M -$5.13M -21,430 -58%
BIC
608
Beach Investment Counsel
Pennsylvania
$3.63M +$3.22M +13,441 +785%
MA
609
Mutual Advisors
Nebraska
$3.63M -$391K -1,633 -10%
EAM
610
Eukles Asset Management
Ohio
$3.63M +$240 +1 +0%
AG
611
Advocate Group
Minnesota
$3.62M -$364K -1,520 -9%
LNWWM
612
Laird Norton Wetherby Wealth Management
California
$3.61M +$274K +1,143 +8%
KC
613
Kinloch Capital
Virginia
$3.61M +$107K +445 +3%
IAIM
614
Industrial Alliance Investment Management
Quebec, Canada
$3.61M +$3.61M +15,070 New
RC
615
RBF Capital
California
$3.59M – – –
CFB
616
Cullen/Frost Bankers
Texas
$3.59M -$23K -96 -0.6%
LG
617
Leuthold Group
Minnesota
$3.58M +$3.58M +14,956 New
FCH
618
Freestone Capital Holdings
Washington
$3.57M -$178K -741 -5%
RSWM
619
Robertson Stephens Wealth Management
California
$3.57M +$131K +545 +4%
OAJ
620
Ogorek Anthony Joseph
New York
$3.57M -$18.4K -77 -0.5%
GT
621
Greenleaf Trust
Michigan
$3.56M +$437K +1,825 +14%
TWA
622
TCI Wealth Advisors
Arizona
$3.56M +$27.6K +115 +0.8%
SSB
623
Sandy Spring Bank
Maryland
$3.56M -$220K -917 -6%
TVWM
624
Tower View Wealth Management
Wisconsin
$3.56M -$34.7K -145 -1%
PAS
625
Park Avenue Securities
New York
$3.54M +$605K +2,525 +21%
23 24
25
26 27