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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 %
WCM
726
Whitener Capital Management
North Carolina
$2.59M -$45.8K -200 -2%
SWM
727
Spire Wealth Management
Virginia
$2.59M +$559K +2,442 +28%
GWP
728
Gateway Wealth Partners
Wisconsin
$2.59M +$92K +402 +4%
TCOT
729
Trust Company of Toledo
Ohio
$2.58M +$125K +548 +5%
FTDI
730
First Trust Direct Indexing
Massachusetts
$2.58M -$23.8K -104 -0.9%
DCM
731
Donaldson Capital Management
Indiana
$2.57M -$42.1K -184 -2%
TC
732
TwinBeech Capital
New York
$2.57M +$2.57M +11,230 New
S
733
SignatureFD
Georgia
$2.56M +$298K +1,304 +13%
FHA
734
First Horizon Advisors
Tennessee
$2.56M -$576K -2,516 -18%
GL
735
Graypoint LLC
New York
$2.56M +$1.12M +4,884 +78%
GC
736
Gould Capital
Washington
$2.56M -$649K -2,837 -20%
LFAS
737
Level Four Advisory Services
Texas
$2.55M -$281K -1,226 -10%
SA
738
Strategic Advisors
New York
$2.55M +$17.2K +75 +0.7%
AWAG
739
ARS Wealth Advisors Group
Florida
$2.54M -$3.21M -14,036 -56%
SCM
740
Schnieders Capital Management
California
$2.54M – – –
HAI
741
Hennessy Advisors Inc
California
$2.54M -$366K -1,600 -13%
Fidelity International
742
Fidelity International
Bermuda
$2.53M -$2.22M -9,716 -47%
KC
743
Kinloch Capital
Virginia
$2.53M -$919K -4,015 -27%
VAS
744
Vestmark Advisory Solutions
Massachusetts
$2.52M -$2.5M -10,909 -50%
CRI
745
Commonwealth Retirement Investments
Virginia
$2.52M -$2.52K -11 -0.1%
ECG
746
Edge Capital Group
Georgia
$2.52M +$1.88M +8,200 +293%
CAM
747
CPA Asset Management
Florida
$2.49M – – –
BWAM
748
Boyd Watterson Asset Management
Ohio
$2.47M +$1.14K +5 +0%
JCM
749
Jacobi Capital Management
Pennsylvania
$2.47M -$103K -450 -4%
CSPIA
750
Cary Street Partners Investment Advisory
Virginia
$2.47M +$6.18K +27 +0.3%
28 29
30
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