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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 %
CWA
826
Core Wealth Advisors
Florida
$2.11M +$254K +1,109 +14%
WAP
827
Wealthcare Advisory Partners
Pennsylvania
$2.1M +$32K +140 +2%
BAMF
828
BI Asset Management Fondsmaeglerselskab
Denmark
$2.09M +$102K +446 +5%
FWM
829
Finer Wealth Management
Massachusetts
$2.09M +$5.72K +25 +0.3%
HI
830
Hoey Investments
Pennsylvania
$2.08M +$49.9K +218 +2%
JCM
831
Jag Capital Management
Missouri
$2.08M +$24K +105 +1%
SW
832
SVB Wealth
Massachusetts
$2.07M -$122K -535 -6%
MAS
833
Meeder Advisory Services
Ohio
$2.06M +$12.4K +54 +0.6%
PNC
834
Park National Corp
Ohio
$2.06M +$43.7K +191 +2%
VVP
835
Venture Visionary Partners
Ohio
$2.05M +$13.5K +59 +0.7%
WSFS
836
Wilmington Savings Fund Society
Delaware
$2.05M -$3.43K -15 -0.2%
EL
837
EMFO LLC
Florida
$2.04M – – –
NP
838
Nilsine Partners
Colorado
$2.03M +$2.03M +8,875 New
JFG
839
Jefferies Financial Group
New York
$2.03M -$14.8M -64,746 -88%
CAM
840
Cresset Asset Management
Illinois
$2.02M -$231K -1,009 -10%
PFA
841
Pure Financial Advisors
California
$2.02M +$19.5K +85 +1%
SSWM
842
Smith Salley Wealth Management
North Carolina
$2.02M +$37.8K +165 +2%
CAAS
843
Capital Asset Advisory Services
Michigan
$2.01M -$66.1K -289 -3%
VWA
844
V Wealth Advisors
Kansas
$2.01M +$159K +695 +9%
MMHP
845
Murphy Middleton Hinkle & Parker
Georgia
$2.01M – – –
Bank Julius Baer & Co
846
Bank Julius Baer & Co
Switzerland
$2.01M +$1.46M +6,377 +265%
MOS
847
MGO One Seven
Ohio
$2M +$549K +2,401 +38%
AWM
848
Avitas Wealth Management
California
$2M -$3.89K -17 -0.2%
HCM
849
Hodges Capital Management
Texas
$1.99M -$1.33M -7,148 -40%
OA
850
Oxbow Advisors
Texas
$1.99M – – –
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