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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 %
HI
776
Horizon Investments
North Carolina
$2.31M -$1.94M -8,515 -46%
BBL
777
Beck Bode LLC
Massachusetts
$2.3M +$1.52M +6,659 +196%
SI
778
Symmetry Investments
Jersey
$2.3M +$2.3M +10,032 New
PA
779
Profund Advisors
Maryland
$2.29M -$11K -48 -0.5%
TCM
780
Traynor Capital Management
Pennsylvania
$2.29M -$15.8K -69 -0.7%
AUB
781
Atlantic Union Bankshares
Virginia
$2.27M -$119K -522 -5%
H
782
HoyleCohen
California
$2.27M +$3.2K +14 +0.1%
GWMIA
783
Global Wealth Management Investment Advisory
Florida
$2.27M +$2.27M +9,910 New
HIC
784
Holderness Investments Company
North Carolina
$2.27M +$26.3K +115 +1%
1SB
785
1ST Source Bank
Indiana
$2.27M +$23.1K +101 +1%
MCAI
786
Members Capital Advisors Inc
Wisconsin
$2.27M – – –
PTC
787
Private Trust Company
Ohio
$2.26M +$34.3K +150 +2%
MCM
788
Mill Capital Management
North Carolina
$2.26M – – –
CA
789
Cumberland Advisors
Florida
$2.25M – – –
ATC
790
Adirondack Trust Company
New York
$2.24M +$458 +2 +0%
HI
791
Hudock Inc
Pennsylvania
$2.23M -$68.2K -298 -3%
EWM
792
Evercore Wealth Management
New York
$2.23M -$197K -861 -8%
MCM
793
McMillion Capital Management
North Carolina
$2.23M -$191K -833 -8%
TBA
794
Tower Bridge Advisors
Pennsylvania
$2.23M -$22.2K -97 -1%
MCWS
795
McKinley Carter Wealth Services
West Virginia
$2.21M +$33.4K +146 +2%
PAM
796
Palisade Asset Management
Minnesota
$2.2M -$25.4K -111 -1%
CSC
797
Caldwell Sutter Capital
California
$2.2M +$321K +1,402 +17%
SLI
798
Sumitomo Life Insurance
Japan
$2.2M -$16.5K -72 -0.7%
WSC
799
Wellington Shields & Co
New York
$2.2M – – –
BB
800
Berkshire Bank
Massachusetts
$2.19M -$47.4K -207 -2%
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