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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 %
CK
851
Cohen Klingenstein
New York
$1.92M – – –
WP
852
WealthPLAN Partners
Nebraska
$1.91M +$1.91M +7,830 New
CIA
853
Cascade Investment Advisors
Oregon
$1.91M -$10.8K -45 -0.6%
IWA
854
IBEX Wealth Advisors
New Jersey
$1.91M +$1.91M +7,960 New
WAM
855
Weatherly Asset Management
California
$1.91M -$35.7K -149 -2%
TPCW
856
TD Private Client Wealth
New York
$1.9M +$2.16K +9 +0.1%
ATC
857
Argent Trust Co
Tennessee
$1.9M -$43.8K -183 -2%
DWT
858
Dorsey & Whitney Trust
South Dakota
$1.89M -$104K -433 -5%
CL
859
Choreo LLC
Illinois
$1.89M +$92.5K +386 +5%
KCM
860
Kempner Capital Management
Texas
$1.88M -$1.9M -7,950 -50%
UAS
861
United Asset Strategies
New York
$1.87M -$265K -1,107 -12%
GFA
862
Gifford Fong Associates
California
$1.87M – – –
CPO
863
Cerity Partners OCIO
New York
$1.85M -$94.4K -394 -5%
LWAC
864
Laurel Wealth Advisors (California)
California
$1.84M +$208K +869 +13%
SSW
865
Stone Summit Wealth
Florida
$1.84M +$27.5K +115 +2%
UCB
866
United Community Bank
South Carolina
$1.84M -$75K -313 -4%
USCWA
867
U.S. Capital Wealth Advisors
Texas
$1.84M -$257K -1,073 -12%
DFA
868
DHJJ Financial Advisors
Illinois
$1.82M -$199K -830 -10%
CG
869
Caprock Group
Idaho
$1.82M +$117K +489 +7%
RIG
870
RiverFront Investment Group
Virginia
$1.82M -$263K -7,241 -13%
AIA
871
Affinity Investment Advisors
California
$1.82M – – –
QIM
872
Quest Investment Management
Oregon
$1.82M – – –
GLA
873
Great Lakes Advisors
Illinois
$1.82M +$633K +26,421 +53%
DSN
874
D. Scott Neal
Kentucky
$1.81M – – –
FWM
875
Focused Wealth Management
New York
$1.8M +$23.7K +99 +1%
33 34
35
36 37