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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 %
FFN
726
Focus Financial Network
Minnesota
$2.54M -$79.5K -332 -3%
EWM
727
Evercore Wealth Management
New York
$2.54M +$19.9K +83 +0.8%
MCM
728
McMillion Capital Management
North Carolina
$2.53M -$44.3K -185 -2%
BHC
729
Bowen Hanes & Co
Florida
$2.52M -$338K -1,410 -12%
MMPW
730
Mitchell McLeod Pugh & Williams
Alabama
$2.51M -$52.2K -218 -2%
AUB
731
Atlantic Union Bankshares
Virginia
$2.51M -$175K -731 -7%
AWM
732
Apollon Wealth Management
South Carolina
$2.5M +$1.15M +4,820 +86%
BCM
733
Beck Capital Management
Texas
$2.49M -$68.5K -286 -3%
IP
734
Ignite Planners
California
$2.49M +$207K +782 +9%
MYLI
735
Meiji Yasuda Life Insurance
Japan
$2.49M – – –
AA
736
ALPS Advisors
Colorado
$2.49M -$64.4K -269 -3%
AA
737
Aire Advisors
California
$2.49M +$1.6M +6,698 +182%
WPP
738
Whalerock Point Partners
Rhode Island
$2.48M -$5.99K -25 -0.2%
SFA
739
Sequoia Financial Advisors
Ohio
$2.47M +$249K +1,039 +11%
CM
740
Capula Management
Cayman Islands
$2.46M -$590K -2,464 -19%
SMC
741
Smith, Moore & Co
Missouri
$2.46M +$740K +3,087 +43%
SC
742
Slow Capital
California
$2.44M +$83.4K +348 +4%
LIM
743
Loudon Investment Management
New Hampshire
$2.44M -$35.9K -150 -1%
RCM
744
Radnor Capital Management
Pennsylvania
$2.43M – – –
TCM
745
Traynor Capital Management
Pennsylvania
$2.42M -$105K -437 -4%
PA
746
Profund Advisors
Maryland
$2.41M +$233K +972 +11%
HI
747
Hudock Inc
Pennsylvania
$2.41M -$5.27K -22 -0.2%
IA
748
Icon Advisers
Colorado
$2.4M -$2.4M -10,000 -50%
AIM
749
Anchor Investment Management
South Carolina
$2.4M +$220K +920 +10%
OIA
750
OneDigital Investment Advisors
Kansas
$2.39M +$208K +869 +10%
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