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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 %
BFA
926
Bragg Financial Advisors
North Carolina
$1.61M -$52.2K -218 -3%
SWM
927
Silverlake Wealth Management
Vermont
$1.61M +$19.9K +83 +1%
AAM
928
AR Asset Management
California
$1.61M – – –
GIM
929
Guardian Investment Management
California
$1.6M – – –
CT
930
Coastline Trust
Rhode Island
$1.58M -$3.59K -15 -0.2%
TFA
931
Transamerica Financial Advisors
Florida
$1.58M +$72.4K +302 +5%
RIM
932
Redwood Investment Management
Arizona
$1.58M +$1.58M +6,582 New
TWI
933
Thomas White International
Illinois
$1.57M – – –
AG
934
AIA Group
Hong Kong
$1.57M -$116K -485 -7%
CI
935
Cigna Investments
Connecticut
$1.55M -$10.3K -43 -0.7%
SCM
936
Spreng Capital Management
Ohio
$1.55M -$343K -1,433 -18%
RIL
937
Rothschild Investment LLC
Illinois
$1.54M -$958 -4 -0.1%
RWM
938
Ritholtz Wealth Management
New York
$1.54M -$60.1K -251 -4%
FANJ
939
Financial Architects (New Jersey)
New Jersey
$1.53M -$27.1K -113 -2%
SIG
940
Sargent Investment Group
Maryland
$1.52M +$34.7K +145 +2%
GW
941
GW & Wade
Massachusetts
$1.52M +$67.3K +281 +5%
MOS
942
MGO One Seven
Ohio
$1.52M +$70.2K +293 +5%
PFM
943
Parsec Financial Management
North Carolina
$1.52M +$53.7K +224 +4%
GL
944
Graypoint LLC
New York
$1.51M +$99.7K +416 +7%
RWA
945
River Wealth Advisors
Pennsylvania
$1.51M -$47.7K -199 -3%
WTB
946
Washington Trust Bank
Washington
$1.5M -$79.1K -330 -5%
SG
947
StoneX Group
New York
$1.5M +$1.5M +6,248 New
WPW
948
Waldron Private Wealth
Pennsylvania
$1.5M – – –
CST
949
Charles Schwab Trust
Nevada
$1.49M +$339K +1,414 +29%
CAM
950
Cozad Asset Management
Illinois
$1.49M +$131K +546 +10%
36 37
38
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