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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 %
HDIM
851
Hanson & Doremus Investment Management
Vermont
$1.99M -$68.9K -301 -3%
Wealth Enhancement Advisory Services
852
Wealth Enhancement Advisory Services
Minnesota
$1.98M +$1.16M +5,083 +143%
CPA
853
Court Place Advisors
Maryland
$1.97M – – –
SEC
854
Seven Eight Capital
New York
$1.96M +$1.96M +8,584 New
IWM
855
IHT Wealth Management
Illinois
$1.96M +$72.5K +317 +4%
BCM
856
Boltwood Capital Management
California
$1.96M +$13.7K +60 +0.7%
DWA
857
Douglass Winthrop Advisors
New York
$1.94M -$114K -500 -6%
LWP
858
LMG Wealth Partners
Louisiana
$1.94M +$76K +332 +4%
OPA
859
Old Port Advisors
Maine
$1.91M -$64.6K -293 -3%
EH
860
Equitable Holdings
New York
$1.91M +$9.84K +43 +0.5%
SW
861
SlateStone Wealth
Florida
$1.89M +$296K +1,292 +18%
FDS
862
First Dallas Securities
Texas
$1.88M -$5.72K -25 -0.3%
SBIA
863
Sheaff Brock Investment Advisors
Indiana
$1.88M -$13.3K -58 -0.7%
GTAM
864
Global Trust Asset Management
Florida
$1.88M +$23.6K +103 +1%
SWM
865
SeaCrest Wealth Management
New York
$1.88M +$11.7K +51 +0.6%
CD
866
Chapin Davis
Maryland
$1.87M +$1.14K +5 +0.1%
TIA
867
Trust Investment Advisors
Indiana
$1.87M -$57.2K -250 -3%
HCM
868
Howland Capital Management
Massachusetts
$1.87M +$692K +3,026 +59%
FIM
869
Fruth Investment Management
Texas
$1.86M – – –
MLA
870
MB, Levis & Associates
Pennsylvania
$1.86M +$3.89K +17 +0.2%
ACI
871
Alpha Cubed Investments
California
$1.85M -$357K -1,559 -16%
ATC
872
Argent Trust Co
Tennessee
$1.85M +$36.8K +161 +2%
MCM
873
McKinley Capital Management
Alaska
$1.85M +$530K +2,317 +40%
BHC
874
Bowen Hanes & Co
Florida
$1.85M -$561K -2,450 -23%
TL
875
Tradewinds LLC
North Carolina
$1.84M +$1.84M +8,037 New
33 34
35
36 37