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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 %
BIA
1051
Beacon Investment Advisors
Maryland
$1.16M +$1.16M +4,824 New
GC
1052
Garde Capital
Washington
$1.15M – – –
RWP
1053
RWA Wealth Partners
Massachusetts
$1.15M -$299K -1,193 -21%
SFSG
1054
Sound Financial Strategies Group
Mississippi
$1.15M +$1.15M +4,807 New
VCM
1055
Vigilant Capital Management
Maine
$1.15M +$72.3K +302 +7%
GLA
1056
Good Life Advisors
Pennsylvania
$1.15M -$43.4K -181 -4%
FPCG
1057
Fort Pitt Capital Group
Pennsylvania
$1.15M – – –
SIA
1058
Schear Investment Advisers
Ohio
$1.15M +$1.15M +4,786 New
IP
1059
Investment Partners
Ohio
$1.15M -$1.07M -4,469 -48%
WFS
1060
Widmann Financial Services
Maryland
$1.15M +$47K +196 +4%
TLA
1061
Tanglewood Legacy Advisors
Texas
$1.15M +$1.15M +4,785 New
DAM
1062
Diamant Asset Management
Connecticut
$1.14M -$7.19K -30 -0.6%
EIA
1063
Eldridge Investment Advisors
New Hampshire
$1.14M +$8.87K +37 +0.8%
FTC
1064
Farmers Trust Company
Ohio
$1.14M – – –
ISL
1065
Ingalls & Snyder LLC
New York
$1.14M -$19.2K -80 -2%
SAM
1066
Shell Asset Management
Netherlands
$1.13M -$2.91M -12,148 -72%
WOC
1067
West Oak Capital
California
$1.13M +$120K +500 +12%
EWM
1068
Empirical Wealth Management
Washington
$1.13M -$68.8K -287 -6%
BJL
1069
Brighton Jones LLC
Washington
$1.12M +$267K +1,116 +31%
NFG
1070
Nations Financial Group
Iowa
$1.11M -$207K -864 -16%
HCM
1071
Hilton Capital Management
New York
$1.11M – – –
ZF
1072
Zhang Financial
Michigan
$1.11M +$335K +1,397 +43%
OCM
1073
Orleans Capital Management
Louisiana
$1.1M +$57.5K +240 +5%
BS
1074
Bessemer Securities
New York
$1.1M – – –
BTWM
1075
Baker Tilly Wealth Management
Wisconsin
$1.1M +$105K +438 +11%
41 42
43
44 45