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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 %
IIM
701
Intact Investment Management
Quebec, Canada
$2.75M -$1.03M -4,300 -27%
PA
702
Procyon Advisors
Connecticut
$2.75M +$526K +2,195 +24%
DCM
703
Donaldson Capital Management
Indiana
$2.74M +$13.4K +56 +0.5%
FTDI
704
First Trust Direct Indexing
Massachusetts
$2.72M -$22.8K -95 -0.8%
JCM
705
Jacobi Capital Management
Pennsylvania
$2.7M -$719 -3 -0%
FWP
706
FAS Wealth Partners
Kansas
$2.67M +$160K +666 +6%
ATPW
707
Ashton Thomas Private Wealth
Arizona
$2.67M +$927K +3,871 +53%
SCM
708
Schnieders Capital Management
California
$2.66M -$623K -2,600 -19%
SA
709
Strategic Advisors
New York
$2.65M +$19.6K +82 +0.7%
MIG
710
McGuire Investment Group
Rhode Island
$2.65M +$75.2K +314 +3%
CRI
711
Commonwealth Retirement Investments
Virginia
$2.64M +$2.64M +11,032 New
FCBT
712
First Citizens Bank & Trust
North Carolina
$2.63M -$192K -803 -7%
LOIM
713
Liberty One Investment Management
Illinois
$2.63M +$74.3K +310 +3%
Members Trust
714
Members Trust
Florida
$2.62M – – –
CAM
715
CPA Asset Management
Florida
$2.61M +$2.61M +10,901 New
CICI
716
Capital Investment Counsel Inc
North Carolina
$2.61M +$67.3K +281 +3%
GWP
717
Gateway Wealth Partners
Wisconsin
$2.61M +$2.61M +10,898 New
ClearBridge Investments
718
ClearBridge Investments
New York
$2.6M -$1.04M -4,349 -29%
BWAM
719
Boyd Watterson Asset Management
Ohio
$2.59M – – –
PA
720
PFG Advisors
Arizona
$2.58M +$45.8K +191 +2%
CSPIA
721
Cary Street Partners Investment Advisory
Virginia
$2.58M +$110K +459 +4%
MA
722
Modus Advisors
Minnesota
$2.57M +$96.3K +402 +4%
AMG
723
Asset Management Group
Connecticut
$2.57M +$11.3K +47 +0.4%
PWP
724
Perfromance Wealth Partners
Illinois
$2.55M +$77.1K +322 +3%
MAM
725
Mystic Asset Management
Rhode Island
$2.54M -$4.07K -17 -0.2%
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