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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 %
PGAM
1076
Princeton Global Asset Management
New Jersey
$1.1M -$55.1K -230 -5%
DIA
1077
Dana Investment Advisors
Wisconsin
$1.1M +$124K +518 +13%
NFA
1078
Northern Financial Advisors
Michigan
$1.09M +$1.09M +4,993 New
BG
1079
Bahl & Gaynor
Ohio
$1.09M +$50.1K +209 +5%
CSB
1080
City State Bank
Iowa
$1.09M -$18.5K -77 -2%
WIS
1081
Wright Investors Service
Connecticut
$1.08M -$72.1K -301 -6%
HI
1082
Harbour Investments
Wisconsin
$1.08M +$152K +635 +16%
WC
1083
Westhampton Capital
North Carolina
$1.08M -$3.59K -15 -0.3%
IGGA
1084
Iron Gate Global Advisors
Utah
$1.08M +$63.9K +264 +6%
CB
1085
Cadence Bank
Mississippi
$1.08M – – –
WEG
1086
World Equity Group
Illinois
$1.08M -$18.2K -76 -2%
AIS
1087
AM Investment Strategies
Tennessee
$1.07M -$1.68K -7 -0.2%
HCA
1088
Heck Capital Advisors
Wisconsin
$1.07M +$8.39K +35 +0.8%
WWM
1089
Windsor Wealth Management
Indiana
$1.07M +$1.49K +6 +0.1%
SS
1090
Simplicity Solutions
Minnesota
$1.07M +$135K +562 +14%
OWIM
1091
Old West Investment Management
California
$1.07M – – –
CIAS
1092
Capital Investment Advisory Services
North Carolina
$1.06M -$26.8K -112 -2%
FFM
1093
Forum Financial Management
Illinois
$1.06M -$1.2K -5 -0.1%
CIA
1094
Choate Investment Advisors
Massachusetts
$1.06M -$12K -50 -1%
OIA
1095
Optimum Investment Advisors
Illinois
$1.06M -$24K -100 -2%
HFA
1096
High Falls Advisors
New York
$1.06M +$1.2K +5 +0.1%
CA
1097
CoreCap Advisors
Michigan
$1.06M -$118K -493 -10%
WANY
1098
Wealthspire Advisors (New York)
New York
$1.05M +$461K +1,924 +78%
AWA
1099
Acorn Wealth Advisors
Michigan
$1.05M +$7.91K +33 +0.8%
EIP
1100
Epoch Investment Partners
New York
$1.05M -$107K -445 -9%
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