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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 %
SIP
701
Stoneridge Investment Partners
Pennsylvania
$2.79M -$126K -549 -4%
SDIC
702
South Dakota Investment Council
South Dakota
$2.78M – – –
CA
703
Cambridge Advisors
Nebraska
$2.77M +$29.8K +130 +1%
ClearBridge Investments
704
ClearBridge Investments
New York
$2.75M +$261K +1,141 +10%
LBC
705
Lowe Brockenbrough & Co
Virginia
$2.74M +$567K +2,478 +26%
EP
706
Edgestream Partners
New Jersey
$2.71M +$2.29M +10,011 +549%
KWM
707
Kingsview Wealth Management
Oregon
$2.71M -$146K -640 -5%
SC
708
Slow Capital
California
$2.7M +$364K +1,591 +16%
IWC
709
Integrated Wealth Concepts
Massachusetts
$2.7M +$1.13M +4,942 +72%
MCCP
710
Mission Creek Capital Partners
California
$2.69M -$6.41K -28 -0.2%
PA
711
PFG Advisors
Arizona
$2.68M +$218K +954 +9%
MCM
712
MV Capital Management
Maryland
$2.67M +$20.8K +91 +0.8%
NHT
713
New Hampshire Trust
New Hampshire
$2.67M -$390K -1,704 -13%
NHC
714
Nicholas Hoffman & Company
Georgia
$2.66M +$11.4K +50 +0.4%
PH
715
Pinnacle Holdings
Oklahoma
$2.65M -$2.29K -10 -0.1%
CL
716
Choreo LLC
Illinois
$2.65M +$844K +3,689 +47%
VCM
717
Viewpoint Capital Management
Washington
$2.64M -$25.2K -110 -0.9%
PA
718
Procyon Advisors
Connecticut
$2.64M +$14.6K +64 +0.6%
FSA
719
Financial Sense Advisors
California
$2.64M -$11.4K -50 -0.4%
IIM
720
Intact Investment Management
Quebec, Canada
$2.63M – – –
LOIM
721
Liberty One Investment Management
Illinois
$2.63M +$111K +487 +4%
PWA
722
Providence Wealth Advisors
Illinois
$2.62M -$13.4K -60 -0.5%
EIP
723
Ellis Investment Partners
Pennsylvania
$2.62M -$461K -2,015 -15%
BCM
724
Beck Capital Management
Texas
$2.61M +$225K +983 +9%
SOAMC
725
Spirit of America Management Corp
New York
$2.6M -$160K -700 -6%
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