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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 %
MWM
951
Mattern Wealth Management
Kansas
$1.49M – – –
Harris Associates
952
Harris Associates
Illinois
$1.49M -$130K -544 -8%
CA
953
CGN Advisors
Kansas
$1.49M +$545K +2,277 +58%
WPW
954
Watershed Private Wealth
Illinois
$1.49M +$1.49M +6,215 New
PCA
955
Personal Capital Advisors
California
$1.48M -$63.5K -265 -4%
ESB
956
Essex Savings Bank
Connecticut
$1.48M -$24K -100 -2%
GSB
957
Greenfield Savings Bank
Massachusetts
$1.48M -$3.35K -14 -0.2%
ANTB
958
AMG National Trust Bank
Colorado
$1.47M -$347K -1,449 -19%
MWM
959
Massachusetts Wealth Management
Massachusetts
$1.47M +$1.47M +5,831 New
RIA
960
Realta Investment Advisors
Delaware
$1.47M +$8.62K +36 +0.6%
QI
961
Qtron Investments
Massachusetts
$1.47M +$160K +668 +12%
XF
962
XML Financial
Maryland
$1.47M +$420K +1,752 +40%
PWM
963
Palumbo Wealth Management
New York
$1.47M +$35.9K +150 +3%
MFG
964
MidWestOne Financial Group
Iowa
$1.47M -$347K -1,450 -19%
KMWM
965
Keudell/Morrison Wealth Management
Oregon
$1.47M -$5.27K -22 -0.4%
ANB
966
Amarillo National Bank
Texas
$1.46M +$7.91K +33 +0.5%
IHL
967
Investment House LLC
California
$1.46M +$39.5K +165 +3%
TC
968
Titleist Capital
Texas
$1.46M -$19.4K -81 -1%
AWA
969
Arkadios Wealth Advisors
Georgia
$1.46M +$44.1K +184 +3%
WWM
970
Western Wealth Management
Colorado
$1.46M -$799K -3,334 -35%
JIP
971
Jaffetilchin Investment Partners
Florida
$1.45M -$13.9K -58 -0.9%
HTC
972
Haverford Trust Company
Pennsylvania
$1.45M +$56.8K +237 +4%
FPCP
973
Fort Point Capital Partners
California
$1.45M -$18K -75 -1%
FNBSF
974
First National Bank Sioux Falls
South Dakota
$1.43M – – –
DWA
975
Delos Wealth Advisors
Texas
$1.43M -$26.4K -110 -2%
37 38
39
40 41