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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 %
AA
801
ALPS Advisors
Colorado
$2.19M -$190K -832 -8%
WPW
802
Waldron Private Wealth
Pennsylvania
$2.19M +$100K +438 +5%
FNBTCON
803
First National Bank & Trust Co of Newtown
Pennsylvania
$2.18M -$11.4K -50 -0.5%
MNBTD
804
Moody National Bank Trust Division
Texas
$2.17M -$3.2K -14 -0.1%
TFS
805
Thoroughbred Financial Services
Tennessee
$2.17M +$232K +1,016 +12%
BWM
806
Buckley Wealth Management
Nevada
$2.17M – – –
DT
807
Diversified Trust
Tennessee
$2.17M +$303K +1,323 +16%
JIC
808
Johnson Investment Counsel
Ohio
$2.16M +$57.7K +252 +3%
LIM
809
Loudon Investment Management
New Hampshire
$2.16M -$177K -775 -8%
FCA
810
FLC Capital Advisors
California
$2.14M – – –
KTC
811
Kistler-Tiffany Companies
Pennsylvania
$2.14M -$79.2K -346 -4%
NGA
812
Naples Global Advisors
Florida
$2.13M -$41.2K -180 -2%
WMC
813
Westwood Management Corporation
Illinois
$2.13M +$2.13M +9,300 New
HT
814
Heritage Trust
Oklahoma
$2.13M -$1.37K -6 -0.1%
RCM
815
RB Capital Management
Nevada
$2.12M +$62K +271 +3%
GIM
816
Guardian Investment Management
California
$2.12M +$572K +2,465 +37%
IP
817
Ignite Planners
California
$2.12M +$87.5K +406 +4%
CG
818
Caprock Group
Idaho
$2.12M +$377K +1,647 +22%
TT
819
TI-Trust
Illinois
$2.12M – – –
TFA
820
Triad Financial Advisors
North Carolina
$2.12M +$1.14K +5 +0.1%
AFG
821
Atomi Financial Group
New York
$2.11M +$2.11M +9,241 New
BIM
822
Baldwin Investment Management
Pennsylvania
$2.11M -$21.3K -93 -1%
SFS
823
Sowell Financial Services
Arkansas
$2.11M -$1.21M -5,287 -36%
MGIA
824
Moneta Group Investment Advisors
Missouri
$2.11M +$53.3K +233 +3%
HSA
825
HBK Sorce Advisory
Pennsylvania
$2.11M -$2.06M -8,988 -49%
31 32
33
34 35