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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 %
CIA
926
Cascade Investment Advisors
Oregon
$1.6M -$223K -975 -12%
IP
927
Intellectus Partners
California
$1.6M -$63.6K -278 -4%
OPCM
928
Osborne Partners Capital Management
California
$1.6M -$2.29K -10 -0.1%
FSA
929
Franklin Street Advisors
North Carolina
$1.6M – – –
GCM
930
Gables Capital Management
Florida
$1.6M – – –
JWCA
931
J.W. Cole Advisors
Florida
$1.6M +$51.5K +225 +3%
WBCM
932
Wilson & Boucher Capital Management
California
$1.6M +$3.43K +15 +0.2%
QI
933
Qtron Investments
Massachusetts
$1.59M +$185K +810 +13%
OAM
934
Oak Asset Management
California
$1.59M -$20.8K -91 -1%
CGL
935
Clarius Group LLC
Washington
$1.57M -$30.9K -135 -2%
AIC
936
Argus Investors Counsel
New York
$1.57M – – –
RT
937
Rockland Trust
Massachusetts
$1.56M -$41.4K -181 -3%
SCA
938
STALEY CAPITAL ADVISERS
Pennsylvania
$1.56M – – –
LB
939
Legacy Bridge
Iowa
$1.54M – – –
RWM
940
Ritholtz Wealth Management
New York
$1.54M +$72.8K +318 +5%
EAM
941
Eagle Asset Management
Florida
$1.54M +$1.54M +6,723 New
CPIA
942
Cornell Pochily Investment Advisors
New York
$1.53M -$58.6K -256 -4%
PFM
943
Parsec Financial Management
North Carolina
$1.53M +$84K +367 +6%
AAM
944
AR Asset Management
California
$1.53M – – –
CT
945
Clearstead Trust
Maine
$1.53M -$97.9K -428 -6%
TFA
946
Transamerica Financial Advisors
Florida
$1.53M +$20.8K +91 +1%
BAM
947
Belpointe Asset Management
Nevada
$1.53M -$11.4K -50 -0.7%
FAIM
948
Financial Advocates Investment Management
Washington
$1.53M -$116K -508 -7%
WHG
949
Westwood Holdings Group
Texas
$1.52M -$485K -2,120 -24%
FBC
950
Fairfield, Bush & Co
Connecticut
$1.52M +$1.14M +5,000 +302%
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