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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 %
CGL
901
Clarius Group LLC
Washington
$1.68M +$47K +196 +3%
FSA
902
Franklin Street Advisors
North Carolina
$1.68M – – –
GCM
903
Gables Capital Management
Florida
$1.68M -$29.9K -125 -2%
SW
904
SlateStone Wealth
Florida
$1.67M +$220K +917 +15%
CAM
905
Costello Asset Management
Pennsylvania
$1.67M -$901K -3,760 -35%
RT
906
Rockland Trust
Massachusetts
$1.67M +$708K +2,958 +74%
PA
907
Parallel Advisors
California
$1.67M +$102K +424 +6%
WBCM
908
Wilson & Boucher Capital Management
California
$1.67M +$82.7K +345 +5%
CPIA
909
Cornell Pochily Investment Advisors
New York
$1.67M -$372K -1,554 -18%
WI
910
Wintrust Investments
Illinois
$1.67M +$2.69K +12 +0.2%
CIP
911
Convergence Investment Partners
Florida
$1.66M +$156K +652 +10%
VBCG
912
Valley Brook Capital Group
Pennsylvania
$1.66M +$3.59K +15 +0.2%
WG
913
Winton Group
United Kingdom
$1.66M -$154K -643 -8%
WWP
914
WR Wealth Planners
Missouri
$1.66M -$62.3K -260 -4%
MSR
915
Main Street Research
Connecticut
$1.66M +$10.8K +45 +0.7%
AIC
916
Argus Investors Counsel
New York
$1.64M – – –
IWC
917
Integrated Wealth Concepts
Massachusetts
$1.64M +$18.2K +76 +1%
APP
918
Avantax Planning Partners
Iowa
$1.63M +$6.71K +28 +0.4%
SCA
919
STALEY CAPITAL ADVISERS
Pennsylvania
$1.63M – – –
KJHP
920
K.J. Harrison & Partners
Ontario, Canada
$1.62M – – –
JWCA
921
J.W. Cole Advisors
Florida
$1.62M +$17K +71 +1%
LB
922
Legacy Bridge
Iowa
$1.62M +$20.4K +85 +1%
BAM
923
Belpointe Asset Management
Nevada
$1.61M +$583K +2,434 +57%
IC
924
Inscription Capital
Texas
$1.61M -$272K -1,135 -14%
RMC
925
Resources Management Corp
Connecticut
$1.61M -$600K -2,505 -27%
35 36
37
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