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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 %
AMG
751
Asset Management Group
Connecticut
$2.47M +$10.3K +45 +0.4%
FWP
752
FAS Wealth Partners
Kansas
$2.46M -$86.3K -377 -3%
MA
753
Modus Advisors
Minnesota
$2.46M +$3.2K +14 +0.1%
USCWA
754
U.S. Capital Wealth Advisors
Texas
$2.46M +$701K +3,065 +40%
VIM
755
Vinva Investment Management
Australia
$2.46M +$2.46M +10,935 New
MAM
756
Mystic Asset Management
Rhode Island
$2.43M – – –
SMC
757
Smith, Moore & Co
Missouri
$2.42M +$71.2K +311 +3%
CICI
758
Capital Investment Counsel Inc
North Carolina
$2.41M -$83.1K -363 -3%
WPP
759
Whalerock Point Partners
Rhode Island
$2.4M +$36.6K +160 +2%
MYLI
760
Meiji Yasuda Life Insurance
Japan
$2.4M +$17.6K +77 +0.7%
AIM
761
Anchor Investment Management
South Carolina
$2.39M +$103K +451 +5%
MMPW
762
Mitchell McLeod Pugh & Williams
Alabama
$2.39M -$2.98K -13 -0.1%
Members Trust
763
Members Trust
Florida
$2.39M -$111K -487 -4%
BPC
764
Banque Pictet & Cie
Switzerland
$2.38M -$2.34M -10,228 -50%
MFG
765
Merit Financial Group
Georgia
$2.37M +$309K +1,352 +15%
RCM
766
Radnor Capital Management
Pennsylvania
$2.36M – – –
A
767
AustralianSuper
Australia
$2.36M +$2.36M +10,324 New
TMAM
768
Tokio Marine Asset Management
Japan
$2.35M +$337K +1,472 +17%
SCM
769
Shelton Capital Management
Colorado
$2.34M +$694K +3,032 +42%
SFA
770
Sequoia Financial Advisors
Ohio
$2.34M -$19.9K -87 -0.8%
SP
771
Symmetry Partners
Connecticut
$2.34M +$1.35M +5,880 +135%
FFN
772
Focus Financial Network
Minnesota
$2.34M -$90.6K -396 -4%
GCL
773
Gouws Capital LLC
North Carolina
$2.33M +$122K +533 +6%
TC
774
Truvestments Capital
Florida
$2.32M +$51.7K +226 +2%
AA
775
Aire Advisors
California
$2.31M -$57.9K -254 -2%
29 30
31
32 33