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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 %
CG
1051
Corundum Group
Colorado
$1.18M +$510K +2,230 +76%
IFWM
1052
Institute for Wealth Management
Colorado
$1.18M -$5.49K -24 -0.5%
WFM
1053
Wolff Financial Management
Michigan
$1.17M – – –
Harris Associates
1054
Harris Associates
Illinois
$1.16M -$266K -1,161 -19%
FHB
1055
First Hawaiian Bank
Hawaii
$1.15M -$945K -4,128 -45%
SIA
1056
Schear Investment Advisers
Ohio
$1.15M +$50.1K +219 +5%
NP
1057
NorthRock Partners
Minnesota
$1.14M -$201K -877 -15%
KJHP
1058
K.J. Harrison & Partners
Ontario, Canada
$1.14M – – –
BTWM
1059
Baker Tilly Wealth Management
Wisconsin
$1.14M +$87K +380 +8%
DI
1060
Diligent Investors
California
$1.14M +$4.58K +20 +0.4%
NFG
1061
Nations Financial Group
Iowa
$1.13M +$64.5K +282 +6%
CF
1062
Centaurus Financial
California
$1.13M +$17.8K +78 +2%
SIMG
1063
Sonora Investment Management Group
Arizona
$1.13M -$91.5K -400 -8%
ZF
1064
Zhang Financial
Michigan
$1.12M +$62K +271 +6%
CSA
1065
Cottage Street Advisors
Massachusetts
$1.12M +$1.12M +4,911 New
ITIM
1066
Indiana Trust & Investment Management
Indiana
$1.12M +$8.93K +39 +0.8%
PFBT
1067
Parkside Financial Bank & Trust
Missouri
$1.12M -$122K -534 -10%
WOC
1068
West Oak Capital
California
$1.11M +$34.8K +152 +3%
WR
1069
WD Rutherford
Oregon
$1.11M -$69.8K -305 -6%
BFO
1070
Biltmore Family Office
North Carolina
$1.11M -$1.14K -5 -0.1%
BIA
1071
Beacon Investment Advisors
Maryland
$1.11M +$5.49K +24 +0.5%
GC
1072
Garde Capital
Washington
$1.11M +$5.72K +25 +0.5%
FFA
1073
First Foundation Advisors
California
$1.1M -$83.5K -365 -7%
IP
1074
Investment Partners
Ohio
$1.1M +$1.6K +7 +0.1%
TLA
1075
Tanglewood Legacy Advisors
Texas
$1.09M – – –
41 42
43
44 45