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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 %
MF
876
Magnetar Financial
Illinois
$1.8M +$1.8M +7,498 New
AB
877
Atlas Brown
Kentucky
$1.79M +$34K +142 +2%
BA
878
BCM Advisors
Louisiana
$1.77M – – –
AWM
879
Axxcess Wealth Management
California
$1.76M -$336K -1,403 -16%
BS
880
Boenning & Scattergood
Pennsylvania
$1.76M +$54.1K +243 +3%
CCP
881
Cunning Capital Partners
North Carolina
$1.75M – – –
AHC
882
Adell Harriman & Carpenter
Texas
$1.75M -$461K -1,926 -21%
CIC
883
Cornercap Investment Counsel
Georgia
$1.75M +$1.75M +7,312 New
IP
884
Intellectus Partners
California
$1.75M -$107K -447 -6%
HA
885
Hamel Associates
New Jersey
$1.74M -$138K -575 -7%
TI
886
Tidal Investments
Wisconsin
$1.73M +$96.5K +403 +6%
LRPA
887
L. Roy Papp & Associates
Arizona
$1.73M -$10.5K -44 -0.6%
SCM
888
Shelton Capital Management
Colorado
$1.72M -$1.67M -6,967 -49%
LA
889
Lifeworks Advisors
Michigan
$1.72M +$32.3K +135 +2%
IA
890
Inspire Advisors
Idaho
$1.72M -$28.7K -120 -2%
FAIM
891
Financial Advocates Investment Management
Washington
$1.72M +$24.2K +101 +1%
CSI
892
Cross Staff Investments
New York
$1.72M – – –
CT
893
Clearstead Trust
Maine
$1.71M +$103K +428 +6%
OC
894
Oarsman Capital
Wisconsin
$1.7M -$9.58K -40 -0.6%
PA
895
Probity Advisors
Texas
$1.7M -$71.1K -297 -4%
HKAM
896
Horizon Kinetics Asset Management
New York
$1.69M -$88.6K -370 -5%
TSW
897
Thompson Siegel & Walmsley
Virginia
$1.69M – – –
CT
898
Columbia Trust
Oregon
$1.69M -$151K -632 -8%
OAM
899
Oak Asset Management
California
$1.68M -$11.3K -47 -0.7%
OPCM
900
Osborne Partners Capital Management
California
$1.68M -$62.3K -260 -4%
34 35
36
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