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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 %
TC
751
Truvestments Capital
Florida
$2.38M +$190K +795 +9%
H
752
HoyleCohen
California
$2.38M -$23.2K -97 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
753
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.37M -$6.73M -28,074 -74%
MCAI
754
Members Capital Advisors Inc
Wisconsin
$2.37M – – –
S
755
SignatureFD
Georgia
$2.37M +$455K +1,901 +24%
MCM
756
Mill Capital Management
North Carolina
$2.36M -$31.9K -133 -1%
CA
757
Cumberland Advisors
Florida
$2.36M – – –
TBA
758
Tower Bridge Advisors
Pennsylvania
$2.36M – – –
1SB
759
1ST Source Bank
Indiana
$2.35M +$24K +100 +1%
HIC
760
Holderness Investments Company
North Carolina
$2.35M +$17.5K +73 +0.8%
BB
761
Berkshire Bank
Massachusetts
$2.35M -$137K -573 -6%
ATC
762
Adirondack Trust Company
New York
$2.34M -$70K -292 -3%
PAM
763
Palisade Asset Management
Minnesota
$2.33M +$7.91K +33 +0.3%
PTC
764
Private Trust Company
Ohio
$2.33M +$1.44K +6 +0.1%
MME
765
Meag Munich Ergo
Germany
$2.33M +$1.17M +4,891 +101%
SLI
766
Sumitomo Life Insurance
Japan
$2.32M -$50.5K -211 -2%
RG
767
Richelieu Gestion
France
$2.32M -$756K -3,156 -25%
KTC
768
Kistler-Tiffany Companies
Pennsylvania
$2.32M +$3.35K +14 +0.1%
GCL
769
Gouws Capital LLC
North Carolina
$2.31M +$25.2K +105 +1%
ACI
770
Alpha Cubed Investments
California
$2.31M -$29.2K -122 -1%
RBFC
771
Roman Butler Fullerton & Co
Missouri
$2.3M +$1.32M +5,146 +134%
WSC
772
Wellington Shields & Co
New York
$2.3M +$47.9K +200 +2%
SW
773
SVB Wealth
Massachusetts
$2.3M +$217K +906 +10%
FNBTCON
774
First National Bank & Trust Co of Newtown
Pennsylvania
$2.29M – – –
MCWS
775
McKinley Carter Wealth Services
West Virginia
$2.28M +$62.3K +260 +3%
29 30
31
32 33