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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 %
VVP
801
Venture Visionary Partners
Ohio
$2.14M +$2.64K +11 +0.1%
EL
802
EMFO LLC
Florida
$2.13M -$122K -510 -5%
HI
803
Hoey Investments
Pennsylvania
$2.13M -$103K -432 -5%
SWM
804
Spire Wealth Management
Virginia
$2.13M -$68.8K -287 -3%
PNC
805
Park National Corp
Ohio
$2.11M +$59.4K +248 +3%
TMAM
806
Tokio Marine Asset Management
Japan
$2.11M +$205K +854 +11%
MMHP
807
Murphy Middleton Hinkle & Parker
Georgia
$2.1M -$32.8K -137 -2%
WHG
808
Westwood Holdings Group
Texas
$2.1M -$2.87K -12 -0.1%
AWM
809
Avitas Wealth Management
California
$2.09M +$573K +2,393 +38%
LWP
810
LMG Wealth Partners
Louisiana
$2.09M +$2.09M +8,161 New
PFA
811
Pure Financial Advisors
California
$2.09M -$74K -309 -3%
PCM
812
Princeton Capital Management
New Jersey
$2.09M -$41.7K -174 -2%
OA
813
Oxbow Advisors
Texas
$2.08M -$22K -92 -1%
BAMF
814
BI Asset Management Fondsmaeglerselskab
Denmark
$2.08M +$892K +3,724 +75%
SSWM
815
Smith Salley Wealth Management
North Carolina
$2.07M -$12.7K -53 -0.6%
CPA
816
Court Place Advisors
Maryland
$2.06M – – –
DI
817
DFPG Investments
Utah
$2.06M +$273K +1,087 +15%
MCM
818
Moore Capital Management
New York
$2.05M +$2.05M +8,576 New
BCM
819
Boltwood Capital Management
California
$2.03M -$4.79K -20 -0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
820
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.03M +$503K +2,100 +33%
AF
821
Advisornet Financial
Minnesota
$2.03M +$25.2K +105 +1%
TFS
822
Thoroughbred Financial Services
Tennessee
$2.03M +$679K +2,836 +50%
VI
823
Versor Investments
New York
$2.02M -$3.23M -13,500 -62%
TIA
824
Trust Investment Advisors
Indiana
$2.01M +$70.9K +296 +4%
GVAG
825
Great Valley Advisor Group
Delaware
$2M -$246K -1,025 -11%
31 32
33
34 35