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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 %
BIM
1026
Bridges Investment Management
Nebraska
$1.27M – – –
KI
1027
Kula Investments
Illinois
$1.26M +$1.26M +5,514 New
GEA
1028
Glen Eagle Advisors
New Jersey
$1.26M -$13.7K -60 -1%
AW
1029
Alaethes Wealth
Nevada
$1.25M +$70.9K +310 +6%
HT
1030
HighTower Trust
Texas
$1.25M +$3.63K +16 +0.3%
VST
1031
Van Strum & Towne
California
$1.25M +$1.83K +8 +0.1%
PAM
1032
Private Asset Management
California
$1.25M -$96.1K -420 -7%
BP
1033
Ballentine Partners
Massachusetts
$1.24M +$82.8K +362 +7%
FAM
1034
Flaharty Asset Management
Florida
$1.24M +$5.26K +23 +0.4%
LA
1035
Lifeworks Advisors
Michigan
$1.23M -$414K -1,811 -25%
TA
1036
TKG Advisors
Indiana
$1.23M +$77.6K +339 +7%
EP
1037
Eudaimonia Partners
Tennessee
$1.23M +$45.5K +199 +4%
CIA
1038
Cladis Investment Advisory
Montana
$1.23M -$22.7K -99 -2%
CS
1039
Comerica Securities
Michigan
$1.23M -$19K -83 -2%
CPC
1040
Cookson Peirce & Co
Pennsylvania
$1.23M +$1.23M +5,362 New
GPA
1041
Garrison Point Advisors
California
$1.22M -$1.14K -5 -0.1%
EWM
1042
Empirical Wealth Management
Washington
$1.22M +$137K +599 +13%
TWP
1043
Tempus Wealth Planning
California
$1.21M – – –
MF
1044
Manchester Financial
California
$1.2M +$997K +4,355 +486%
ANB
1045
Amarillo National Bank
Texas
$1.2M -$199K -870 -14%
SFP
1046
Shepherd Financial Partners
Massachusetts
$1.19M +$3.43K +15 +0.3%
HVM
1047
Harvest Volatility Management
Connecticut
$1.19M -$41.8K -186 -3%
SCM
1048
SOL Capital Management
Maryland
$1.18M -$25.2K -110 -2%
HPC
1049
HM Payson & Co
Maine
$1.18M -$229 -1 -0%
SFG
1050
SevenBridge Financial Group
Pennsylvania
$1.18M -$34.3K -150 -3%
40 41
42
43 44