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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 %
JPMIA
676
J.P. Marvel Investment Advisors
Massachusetts
$2.98M – – –
LFAS
677
Level Four Advisory Services
Texas
$2.97M +$1.07M +4,477 +57%
WorldQuant Millennium Advisors
678
WorldQuant Millennium Advisors
New York
$2.94M +$2.94M +12,269 New
MCM
679
MAI Capital Management
Ohio
$2.94M +$708K +2,955 +32%
IGWM
680
ICA Group Wealth Management
Colorado
$2.93M -$1.24M -5,178 -30%
SV
681
Sturgeon Ventures
United Kingdom
$2.93M +$2.93M +12,217 New
CCM
682
Coldstream Capital Management
Washington
$2.91M +$2.91M +12,162 New
SDIC
683
South Dakota Investment Council
South Dakota
$2.91M -$144K -600 -5%
SOAMC
684
Spirit of America Management Corp
New York
$2.88M +$95.8K +400 +3%
CA
685
Cambridge Advisors
Nebraska
$2.87M -$82.6K -345 -3%
BBA
686
BLB&B Advisors
Pennsylvania
$2.87M -$117K -488 -4%
PWA
687
Providence Wealth Advisors
Illinois
$2.84M -$26.2K -109 -0.9%
EFS
688
Essex Financial Services
Connecticut
$2.84M +$46.7K +195 +2%
BTI
689
Blue Trust Inc
Georgia
$2.83M +$31.3K +191 +1%
MCCP
690
Mission Creek Capital Partners
California
$2.83M -$71.6K -299 -2%
AAM
691
Arabesque Asset Management
United Kingdom
$2.82M – – –
NW
692
NewEdge Wealth
Pennsylvania
$2.81M +$19.9K +83 +0.7%
VCM
693
Viewpoint Capital Management
Washington
$2.79M -$19.2K -80 -0.7%
NWM
694
NEIRG Wealth Management
Massachusetts
$2.78M -$118K -493 -4%
PH
695
Pinnacle Holdings
Oklahoma
$2.78M -$388K -1,618 -12%
MCM
696
MV Capital Management
Maryland
$2.78M +$43.4K +181 +2%
FSA
697
Financial Sense Advisors
California
$2.77M -$769K -3,209 -22%
NHC
698
Nicholas Hoffman & Company
Georgia
$2.77M +$2.88K +12 +0.1%
LIM
699
Leavell Investment Management
Alabama
$2.77M -$107K -445 -4%
WCM
700
Whitener Capital Management
North Carolina
$2.76M -$28.7K -120 -1%
26 27
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