CAT icon

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 %
RIA
976
Realta Investment Advisors
Delaware
$1.44M +$36.6K +160 +3%
CAM
977
Costello Asset Management
Pennsylvania
$1.44M -$162K -708 -10%
HTC
978
Haverford Trust Company
Pennsylvania
$1.43M +$49K +214 +4%
CAM
979
Cozad Asset Management
Illinois
$1.43M +$2.29K +10 +0.2%
CST
980
Charles Schwab Trust
Nevada
$1.43M – – –
CWA
981
CM Wealth Advisors
Ohio
$1.43M +$1.43M +6,557 New
WPW
982
Watershed Private Wealth
Illinois
$1.42M – – –
FPCP
983
Fort Point Capital Partners
California
$1.42M +$40.3K +176 +3%
IHL
984
Investment House LLC
California
$1.42M +$22.9K +100 +2%
GW
985
GW & Wade
Massachusetts
$1.42M -$34.8K -152 -2%
RWA
986
River Wealth Advisors
Pennsylvania
$1.41M -$26.8K -117 -2%
PWPS
987
Pinnacle Wealth Planning Services
Ohio
$1.41M +$476K +2,079 +51%
SIG
988
Sargent Investment Group
Maryland
$1.41M -$52.4K -228 -4%
TAM
989
Titleist Asset Management
Texas
$1.41M +$1.41M +6,151 New
MWM
990
Mattern Wealth Management
Kansas
$1.4M -$22.9K -100 -2%
IW
991
Imprint Wealth
South Carolina
$1.4M +$1.4M +6,132 New
AIA
992
Affinity Investment Advisors
California
$1.39M -$343K -1,499 -20%
IAIM
993
Industrial Alliance Investment Management
Quebec, Canada
$1.39M -$2.06M -9,015 -60%
JIP
994
Jaffetilchin Investment Partners
Florida
$1.38M -$3.66K -16 -0.3%
LGF
995
LGT Group Foundation
Liechtenstein
$1.38M +$78.7K +344 +6%
FANJ
996
Financial Architects (New Jersey)
New Jersey
$1.37M -$82.4K -360 -6%
KMWM
997
Keudell/Morrison Wealth Management
Oregon
$1.37M -$30.2K -132 -2%
FNBSF
998
First National Bank Sioux Falls
South Dakota
$1.37M – – –
CCA
999
Checchi Capital Advisers
California
$1.35M +$58.1K +254 +4%
AWA
1000
Arkadios Wealth Advisors
Georgia
$1.35M -$48.1K -210 -3%
38 39
40
41 42