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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 %
MMG
676
Monetary Management Group
Missouri
$3.01M -$28.6K -125 -0.9%
KCPG
677
Kavar Capital Partners Group
Kansas
$3.01M -$49.9K -218 -2%
FCBT
678
First Citizens Bank & Trust
North Carolina
$3M +$487K +2,129 +19%
LIM
679
Leavell Investment Management
Alabama
$3M +$355K +1,552 +13%
FFP
680
FourThought Financial Partners
Florida
$3M +$229 +1 +0%
SWP
681
Stratos Wealth Partners
Ohio
$3M -$108K -472 -3%
RAM
682
Readystate Asset Management
Illinois
$2.99M +$2.99M +13,080 New
MIG
683
McGuire Investment Group
Rhode Island
$2.98M +$445K +1,945 +18%
Arrowstreet Capital
684
Arrowstreet Capital
Massachusetts
$2.93M +$2.93M +12,787 New
RG
685
Richelieu Gestion
France
$2.92M +$700K +3,060 +32%
GVAG
686
Great Valley Advisor Group
Delaware
$2.91M +$1M +4,374 +52%
ACL
687
Applied Capital LLC
Florida
$2.91M -$31.4K -137 -1%
WAM
688
Wakefield Asset Management
Colorado
$2.89M +$229 +1 +0%
AWMT
689
AAFMAA Wealth Management & Trust
North Carolina
$2.89M -$93.1K -407 -3%
CCM
690
Coldstream Capital Management
Washington
$2.87M +$85.1K +372 +3%
BOC
691
Barbara Oil Co
Illinois
$2.86M – – –
SIM
692
Studio Investment Management
Illinois
$2.84M -$141K -615 -5%
AWM
693
Apollon Wealth Management
South Carolina
$2.84M +$450K +1,966 +19%
IGWM
694
ICA Group Wealth Management
Colorado
$2.83M +$37.5K +164 +1%
ACIM
695
Azimuth Capital Investment Management
Michigan
$2.83M -$22.9K -100 -0.8%
ATPW
696
Ashton Thomas Private Wealth
Arizona
$2.83M +$280K +1,224 +11%
JPMIA
697
J.P. Marvel Investment Advisors
Massachusetts
$2.82M -$17.2K -75 -0.6%
GWM
698
Geneos Wealth Management
Colorado
$2.82M -$19.5K -85 -0.7%
EFS
699
Essex Financial Services
Connecticut
$2.81M +$102K +444 +4%
BBA
700
BLB&B Advisors
Pennsylvania
$2.79M +$52.2K +228 +2%
26 27
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