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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 %
BA
951
BCM Advisors
Louisiana
$1.52M – – –
WP
952
WealthPLAN Partners
Nebraska
$1.51M -$277K -1,211 -15%
TCM
953
Teza Capital Management
Illinois
$1.51M +$1.31M +5,743 +662%
TSW
954
Thompson Siegel & Walmsley
Virginia
$1.51M -$97.9K -428 -6%
IA
955
Inspire Advisors
Idaho
$1.51M -$135K -589 -8%
BFA
956
Bragg Financial Advisors
North Carolina
$1.51M -$28.4K -124 -2%
WI
957
Wintrust Investments
Illinois
$1.51M -$100K -464 -6%
TWI
958
Thomas White International
Illinois
$1.5M +$6.87K +30 +0.5%
PCM
959
Princeton Capital Management
New Jersey
$1.5M -$493K -2,155 -25%
ATWA
960
Arbor Trust Wealth Advisors
Michigan
$1.5M +$228K +996 +18%
HKAM
961
Horizon Kinetics Asset Management
New York
$1.49M -$123K -538 -8%
Empower Advisory Group
962
Empower Advisory Group
Colorado
$1.49M +$1.49M +6,462 New
CT
963
Coastline Trust
Rhode Island
$1.48M -$26.3K -115 -2%
SCM
964
Spreng Capital Management
Ohio
$1.48M +$5.72K +25 +0.4%
CIP
965
Convergence Investment Partners
Florida
$1.48M -$111K -485 -7%
GIA
966
Gladstone Institutional Advisory
Florida
$1.47M +$540K +2,361 +58%
CA
967
CGN Advisors
Kansas
$1.46M +$34.1K +149 +2%
CC
968
Centiva Capital
New York
$1.46M +$178K +776 +14%
XF
969
XML Financial
Maryland
$1.45M +$52.4K +229 +4%
RIL
970
Rothschild Investment LLC
Illinois
$1.45M -$20.6K -90 -1%
CI
971
Cigna Investments
Connecticut
$1.45M -$31.6K -138 -2%
WWM
972
Western Wealth Management
Colorado
$1.44M +$53.8K +235 +4%
GSB
973
Greenfield Savings Bank
Massachusetts
$1.44M +$34.6K +151 +2%
WA
974
WBH Advisory
Maryland
$1.44M +$1.44M +6,305 New
PWM
975
Palumbo Wealth Management
New York
$1.44M +$40.5K +177 +3%
37 38
39
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