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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 %
GIS
651
Graphene Investments SAS
France
$3.23M +$3.23M +13,500 New
EIP
652
Ellis Investment Partners
Pennsylvania
$3.22M -$70.2K -293 -2%
TCA
653
Trifecta Capital Advisors
Illinois
$3.21M +$3.21M +13,416 New
KCPG
654
Kavar Capital Partners Group
Kansas
$3.21M +$68.5K +286 +2%
NHT
655
New Hampshire Trust
New Hampshire
$3.2M +$3.2M +13,371 New
PG
656
Pendal Group
Australia
$3.2M +$3.2M +13,368 New
RBA
657
Richard Bernstein Advisors
New York
$3.18M – – –
MMG
658
Monetary Management Group
Missouri
$3.18M -$1.08M -4,525 -25%
IAIM
659
International Assets Investment Management
Florida
$3.15M +$2.36M +9,839 +298%
FFP
660
FourThought Financial Partners
Florida
$3.14M +$3.14M +13,095 New
AssetMark Inc
661
AssetMark Inc
California
$3.14M +$172K +716 +6%
SIM
662
Studio Investment Management
Illinois
$3.12M -$79.3K -331 -2%
AWMT
663
AAFMAA Wealth Management & Trust
North Carolina
$3.12M -$912K -3,808 -23%
FM
664
Foster & Motley
Ohio
$3.1M +$459K +1,915 +17%
ACL
665
Applied Capital LLC
Florida
$3.08M +$3.08M +12,851 New
BCI
666
Brinker Capital Investments
Pennsylvania
$3.08M -$13.9K -58 -0.4%
SIP
667
Stoneridge Investment Partners
Pennsylvania
$3.05M -$897K -3,744 -23%
TCOV
668
Trust Company of Vermont
Vermont
$3.05M -$44.1K -184 -1%
HAI
669
Hennessy Advisors Inc
California
$3.04M -$192K -800 -6%
SVWAG
670
Sound View Wealth Advisors Group
Georgia
$3.03M +$1.84M +6,217 +154%
WAM
671
Wakefield Asset Management
Colorado
$3.03M +$3.03M +12,648 New
BOC
672
Barbara Oil Co
Illinois
$2.99M – – –
KWM
673
Kingsview Wealth Management
Oregon
$2.99M -$15.3K -64 -0.5%
ACIM
674
Azimuth Capital Investment Management
Michigan
$2.99M – – –
GWM
675
Geneos Wealth Management
Colorado
$2.98M +$161K +672 +6%
25 26
27
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