CAT icon

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 %
CFG
976
Citizens Financial Group
Rhode Island
$1.43M +$12K +50 +0.8%
BMC
977
Beaton Management Company
Massachusetts
$1.41M – – –
SIG
978
Stonegate Investment Group
Alabama
$1.41M +$1.2K +5 +0.1%
NP
979
NorthRock Partners
Minnesota
$1.41M +$33.8K +141 +2%
PAM
980
Private Asset Management
California
$1.41M -$125K -521 -8%
TNA
981
True North Advisors
Texas
$1.41M +$5.51K +23 +0.4%
SAM
982
Sequent Asset Management
Texas
$1.4M – – –
CFGS
983
Concourse Financial Group Securities
Alabama
$1.4M +$121K +506 +9%
DLA
984
Douglas Lane & Associates
New York
$1.4M -$75.5K -315 -5%
AAM
985
Aureus Asset Management
Massachusetts
$1.39M +$72.1K +301 +5%
WP
986
WMS Partners
Maryland
$1.39M -$9.58K -40 -0.7%
CCA
987
Cobblestone Capital Advisors
New York
$1.38M -$59.9K -250 -4%
DPIM
988
Duff & Phelps Investment Management
Illinois
$1.38M – – –
MCM
989
McKinley Capital Management
Alaska
$1.38M +$1.38M +5,768 New
ADIM
990
Alpha DNA Investment Management
Maryland
$1.37M +$1.37M +5,732 New
EWA
991
EP Wealth Advisors
California
$1.37M +$1.37M +5,716 New
OPS
992
Orion Portfolio Solutions
Nebraska
$1.36M +$314K +1,312 +30%
LGF
993
LGT Group Foundation
Liechtenstein
$1.36M -$1.32M -5,525 -49%
CCA
994
Checchi Capital Advisers
California
$1.36M -$3.35K -14 -0.2%
PIM
995
Penobscot Investment Management
Massachusetts
$1.34M – – –
SIA
996
Schechter Investment Advisors
Michigan
$1.34M +$83.8K +350 +7%
CC
997
Centiva Capital
New York
$1.34M +$1.18M +4,932 +758%
BFG
998
Barber Financial Group
Kansas
$1.34M +$10.3K +43 +0.8%
SFFS
999
Stonehage Fleming Financial Services
Jersey
$1.34M – – –
GEA
1000
Glen Eagle Advisors
New Jersey
$1.33M -$132K -553 -9%
38 39
40
41 42