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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 %
PK
651
Pflug Koory
Nebraska
$3.26M – – –
AIMCA
652
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.25M -$4.94M -21,600 -60%
IMOV
653
Investment Management of Virginia
Virginia
$3.22M -$22.9K -100 -0.7%
BFM
654
Boothbay Fund Management
New York
$3.22M +$2.57M +11,223 +392%
AssetMark Inc
655
AssetMark Inc
California
$3.21M +$219K +959 +7%
SSB
656
Sandy Spring Bank
Maryland
$3.2M -$196K -855 -6%
BEC
657
Blue Edge Capital
Virginia
$3.2M – – –
SV
658
Sturgeon Ventures
United Kingdom
$3.19M +$398K +1,738 +14%
VI
659
Versor Investments
New York
$3.19M +$1.26M +5,500 +65%
DIP
660
DT Investment Partners
Pennsylvania
$3.18M +$2.83K +13 +0.1%
BBHC
661
Brown Brothers Harriman & Co
New York
$3.16M +$7.78K +34 +0.2%
MCM
662
MAI Capital Management
Ohio
$3.14M +$329K +1,437 +12%
Credit Agricole
663
Credit Agricole
France
$3.13M +$2.49M +10,880 +388%
OAJ
664
Ogorek Anthony Joseph
New York
$3.13M -$278K -1,214 -8%
CG
665
Castellan Group
Kentucky
$3.13M -$80.1K -350 -2%
TCA
666
Trifecta Capital Advisors
Illinois
$3.12M +$53.8K +235 +2%
BFA
667
Brendel Financial Advisors
New Hampshire
$3.12M +$3.12M +13,641 New
TCOV
668
Trust Company of Vermont
Vermont
$3.12M +$205K +896 +7%
TSS
669
Two Sigma Securities
New York
$3.11M -$912K -3,986 -23%
PT
670
Plimoth Trust
Massachusetts
$3.1M -$59.7K -261 -2%
GIS
671
Graphene Investments SAS
France
$3.09M – – –
AIP
672
Ameritas Investment Partners
Nebraska
$3.09M +$50.1K +219 +2%
RBA
673
Richard Bernstein Advisors
New York
$3.04M – – –
QT
674
Quantbot Technologies
New York
$3.04M +$3.04M +13,277 New
HKIM
675
Hayek Kallen Investment Management
Alabama
$3.02M -$193K -844 -6%
25 26
27
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