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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 %
VCA
826
Verdence Capital Advisors
Maryland
$1.99M +$482K +2,011 +32%
EH
827
Equitable Holdings
New York
$1.99M -$29.5K -123 -1%
SBIA
828
Sheaff Brock Investment Advisors
Indiana
$1.99M +$10.1K +42 +0.5%
FDS
829
First Dallas Securities
Texas
$1.98M +$120K +501 +6%
IWM
830
IHT Wealth Management
Illinois
$1.97M +$14.9K +62 +0.8%
CSC
831
Caldwell Sutter Capital
California
$1.97M +$1.97M +8,225 New
MSAM
832
Moloney Securities Asset Management
Missouri
$1.97M -$59.7K -249 -3%
RWA
833
Ropes Wealth Advisors
Massachusetts
$1.97M +$72.6K +303 +4%
CD
834
Chapin Davis
Maryland
$1.96M +$1.96M +8,178 New
TSWM
835
Triangle Securities Wealth Management
North Carolina
$1.96M -$29.9K -125 -2%
SWM
836
SeaCrest Wealth Management
New York
$1.96M -$35.9K -150 -2%
FIM
837
Fruth Investment Management
Texas
$1.95M – – –
DT
838
Diversified Trust
Tennessee
$1.95M +$523K +2,183 +37%
FPAS
839
Focus Partners Advisor Solutions
Missouri
$1.95M +$1.37M +5,711 +236%
GTAM
840
Global Trust Asset Management
Florida
$1.95M -$53.2K -222 -3%
CI Investments Inc
841
CI Investments Inc
Ontario, Canada
$1.95M -$381K -1,590 -16%
WIM
842
WealthPlan Investment Management
Nebraska
$1.94M +$157K +633 +9%
MLA
843
MB, Levis & Associates
Pennsylvania
$1.94M +$1.94M +8,099 New
CWA
844
Core Wealth Advisors
Florida
$1.94M +$97K +405 +5%
VWA
845
V Wealth Advisors
Kansas
$1.94M +$42.4K +177 +2%
CT
846
Cambridge Trust
Massachusetts
$1.92M +$121K +505 +7%
GSC
847
G&S Capital
Colorado
$1.92M -$361K -1,508 -16%
IAMOG
848
Investors Asset Management of Georgia
Georgia
$1.92M +$5.51K +23 +0.3%
TAM
849
Townsend Asset Management
North Carolina
$1.92M – – –
BOSSRA
850
B.O.S.S. Retirement Advisors
Utah
$1.92M +$1.92M +8,008 New
32 33
34
35 36