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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 %
PC
626
Permanens Capital
New York
$3.54M -$32K -140 -0.9%
LNWWM
627
Laird Norton Wetherby Wealth Management
California
$3.5M +$45.1K +197 +1%
CFB
628
Cullen/Frost Bankers
Texas
$3.47M +$36.6K +160 +1%
CLOS
629
Compagnie Lombard Odier SCmA
Switzerland
$3.46M -$446K -1,948 -11%
EAM
630
Eukles Asset Management
Ohio
$3.44M -$26.1K -114 -0.8%
TWA
631
TCI Wealth Advisors
Arizona
$3.44M +$41K +179 +1%
RC
632
RBF Capital
California
$3.43M – – –
ISB
633
Iowa State Bank
Iowa
$3.42M -$137K -598 -4%
EIM
634
Essex Investment Management
Massachusetts
$3.42M -$430K -1,877 -11%
CFD
635
Creative Financial Designs
Indiana
$3.41M -$1.58M -6,891 -32%
TVWM
636
Tower View Wealth Management
Wisconsin
$3.41M +$12.6K +55 +0.4%
GIA
637
Guyasuta Investment Advisors
Pennsylvania
$3.41M +$68.7K +300 +2%
EF
638
Empirical Finance
Pennsylvania
$3.4M +$147K +642 +5%
MA
639
Mutual Advisors
Nebraska
$3.36M -$110K -479 -3%
LG
640
Leuthold Group
Minnesota
$3.36M -$66.1K -289 -2%
PWP
641
Perfromance Wealth Partners
Illinois
$3.34M +$901K +3,937 +37%
WB
642
Webster Bank
Connecticut
$3.33M -$32.3K -141 -1%
SCM
643
Stonebridge Capital Management
California
$3.32M -$684K -2,989 -17%
RF
644
Robbins Farley
New Hampshire
$3.32M -$65.4K -286 -2%
OQS
645
Occudo Quantitative Strategies
Florida
$3.31M +$3.31M +14,471 New
DI
646
DFPG Investments
Utah
$3.31M +$1.43M +6,253 +76%
FM
647
Foster & Motley
Ohio
$3.31M +$345K +1,508 +12%
PAS
648
Park Avenue Securities
New York
$3.3M -$81.9K -358 -2%
FCH
649
Freestone Capital Holdings
Washington
$3.28M -$133K -580 -4%
AAMU
650
AEGON Asset Management (UK)
United Kingdom
$3.26M – – –
24 25
26
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