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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 %
HPC
1026
HM Payson & Co
Maine
$1.24M +$1.2K +5 +0.1%
AW
1027
Alaethes Wealth
Nevada
$1.24M -$29.9K -125 -2%
IFWM
1028
Institute for Wealth Management
Colorado
$1.24M -$24.9K -104 -2%
SC
1029
SouthState Corp
Florida
$1.24M +$105K +437 +9%
WR
1030
WD Rutherford
Oregon
$1.24M – – –
IP
1031
Interval Partners
New York
$1.23M +$1.23M +5,150 New
DAS
1032
Dynamic Advisor Solutions
Arizona
$1.23M -$69K -288 -5%
WFM
1033
Wolff Financial Management
Michigan
$1.23M -$49.1K -205 -4%
HCM
1034
Howland Capital Management
Massachusetts
$1.23M – – –
BP
1035
Ballentine Partners
Massachusetts
$1.21M -$31.4K -131 -3%
TA
1036
TKG Advisors
Indiana
$1.21M -$211K -881 -15%
BCP
1037
Blackhawk Capital Partners
Wisconsin
$1.2M +$1.2M +5,027 New
GJIC
1038
Gamble Jones Investment Counsel
California
$1.2M – – –
MSS
1039
Mitchell Sinkler & Starr
Pennsylvania
$1.19M +$1.19M +4,980 New
VIA
1040
Vident Investment Advisory
Georgia
$1.19M +$273K +1,138 +30%
CAG
1041
Csenge Advisory Group
Florida
$1.19M -$357K -1,492 -23%
DI
1042
Diligent Investors
California
$1.18M +$479 +2 +0%
Canada Pension Plan Investment Board
1043
Canada Pension Plan Investment Board
Ontario, Canada
$1.18M -$51.5M -214,927 -98%
CA
1044
Continuum Advisory
Idaho
$1.18M -$836K -3,488 -42%
KLCM
1045
KG&L Capital Management
Louisiana
$1.18M -$2.41M -10,040 -67%
BAM
1046
Byrne Asset Management
New Jersey
$1.17M -$140K -584 -11%
CF
1047
Centaurus Financial
California
$1.16M -$187K -779 -14%
BFO
1048
Biltmore Family Office
North Carolina
$1.16M +$106K +442 +10%
WIC
1049
Woodmont Investment Counsel
Tennessee
$1.16M -$24K -100 -2%
QAM
1050
Q3 Asset Management
Michigan
$1.16M +$1.16M +4,830 New
40 41
42
43 44