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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 %
ATWA
1001
Arbor Trust Wealth Advisors
Michigan
$1.33M +$14.4K +60 +1%
MHS
1002
M Holdings Securities
Oregon
$1.33M +$12.7K +53 +1%
BIM
1003
Bridges Investment Management
Nebraska
$1.33M -$120K -500 -8%
CFA
1004
Cahill Financial Advisors
Minnesota
$1.32M -$60.1K -251 -4%
BHA
1005
Beech Hill Advisors
New York
$1.32M -$3.4M -14,205 -72%
CWP
1006
CFM Wealth Partners
Texas
$1.32M -$10.5K -44 -0.8%
HT
1007
HighTower Trust
Texas
$1.32M +$7.9K +33 +0.6%
NCGI
1008
Next Century Growth Investors
Minnesota
$1.31M -$719 -3 -0.1%
CIA
1009
Cladis Investment Advisory
Montana
$1.31M -$2.88K -12 -0.2%
HVM
1010
Harvest Volatility Management
Connecticut
$1.31M -$297K -1,240 -18%
CS
1011
Comerica Securities
Michigan
$1.31M -$1.68K -7 -0.1%
VST
1012
Van Strum & Towne
California
$1.31M -$9.58K -40 -0.7%
PFBT
1013
Parkside Financial Bank & Trust
Missouri
$1.3M +$84.6K +353 +7%
FAM
1014
Flaharty Asset Management
Florida
$1.29M -$95.8K -400 -7%
GPA
1015
Garrison Point Advisors
California
$1.28M -$3.59K -15 -0.3%
IA
1016
IFP Advisors
Florida
$1.28M -$526K -6,120 -29%
SFG
1017
SevenBridge Financial Group
Pennsylvania
$1.28M -$4.55K -19 -0.4%
SIMG
1018
Sonora Investment Management Group
Arizona
$1.28M +$126K +526 +11%
TWP
1019
Tempus Wealth Planning
California
$1.27M -$82.2K -343 -6%
SCM
1020
SOL Capital Management
Maryland
$1.27M – – –
EB
1021
Eastern Bank
Massachusetts
$1.25M -$55.8K -233 -4%
RA
1022
RFG Advisory
Alabama
$1.24M -$34.4K -139 -3%
SFP
1023
Shepherd Financial Partners
Massachusetts
$1.24M +$13.4K +56 +1%
FFA
1024
First Foundation Advisors
California
$1.24M -$11K -46 -0.9%
EP
1025
Eudaimonia Partners
Tennessee
$1.24M -$340K -1,421 -22%
39 40
41
42 43