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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 %
MNBTD
776
Moody National Bank Trust Division
Texas
$2.28M -$205K -855 -8%
NGA
777
Naples Global Advisors
Florida
$2.27M +$1.44K +6 +0.1%
LBC
778
Lowe Brockenbrough & Co
Virginia
$2.27M -$654K -2,731 -22%
BWM
779
Buckley Wealth Management
Nevada
$2.27M -$240K -1,000 -10%
MGIA
780
Moneta Group Investment Advisors
Missouri
$2.27M +$378K +1,500 +20%
FCA
781
FLC Capital Advisors
California
$2.24M -$192K -801 -8%
CAM
782
Cresset Asset Management
Illinois
$2.24M -$319K -1,405 -12%
BIM
783
Baldwin Investment Management
Pennsylvania
$2.23M -$3.59K -15 -0.2%
HT
784
Heritage Trust
Oklahoma
$2.23M -$5.27K -22 -0.2%
CAAS
785
Capital Asset Advisory Services
Michigan
$2.22M +$103K +421 +5%
TT
786
TI-Trust
Illinois
$2.22M – – –
TFA
787
Triad Financial Advisors
North Carolina
$2.21M +$2.16K +9 +0.1%
KA
788
Kerrisdale Advisers
Florida
$2.21M +$599K +2,500 +37%
JIC
789
Johnson Investment Counsel
Ohio
$2.2M +$14.9K +62 +0.7%
FHB
790
First Hawaiian Bank
Hawaii
$2.19M -$17.7K -74 -0.8%
FWM
791
Finer Wealth Management
Massachusetts
$2.18M +$21.8K +91 +1%
WAP
792
Wealthcare Advisory Partners
Pennsylvania
$2.17M +$36.9K +154 +2%
RCM
793
RB Capital Management
Nevada
$2.16M -$12K -50 -0.6%
DWA
794
Douglass Winthrop Advisors
New York
$2.16M -$359K -1,500 -14%
MFG
795
Merit Financial Group
Georgia
$2.15M +$418K +1,743 +24%
HDIM
796
Hanson & Doremus Investment Management
Vermont
$2.15M +$5.51K +23 +0.3%
JCM
797
Jag Capital Management
Missouri
$2.15M +$1.83M +7,640 +571%
MAS
798
Meeder Advisory Services
Ohio
$2.15M +$2.15M +8,967 New
WSFS
799
Wilmington Savings Fund Society
Delaware
$2.15M – – –
OPA
800
Old Port Advisors
Maine
$2.15M -$3.11K -13 -0.1%
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