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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 %
WIS
1076
Wright Investors Service
Connecticut
$1.09M +$58.4K +255 +6%
DAM
1077
Diamant Asset Management
Connecticut
$1.09M – – –
EIA
1078
Eldridge Investment Advisors
New Hampshire
$1.09M – – –
VCM
1079
Vigilant Capital Management
Maine
$1.09M -$12.6K -55 -1%
IAIM
1080
International Assets Investment Management
Florida
$1.08M -$1.92M -8,408 -64%
WFS
1081
Widmann Financial Services
Maryland
$1.08M -$11.2K -49 -1%
CRIG
1082
Charter Research & Investment Group
Connecticut
$1.08M +$305K +1,333 +39%
ISL
1083
Ingalls & Snyder LLC
New York
$1.08M -$686 -3 -0.1%
FIA
1084
Foundations Investment Advisors
Arizona
$1.08M +$238K +1,040 +28%
BOSSRA
1085
B.O.S.S. Retirement Advisors
Utah
$1.08M -$754K -3,294 -41%
GLA
1086
Good Life Advisors
Pennsylvania
$1.08M -$19.2K -84 -2%
CA
1087
Continuum Advisory
Idaho
$1.08M -$47.6K -208 -4%
SAM
1088
Shell Asset Management
Netherlands
$1.08M -$8.24K -36 -0.8%
XWM
1089
Xcel Wealth Management
Florida
$1.07M +$196K +858 +22%
EB
1090
Eastern Bank
Massachusetts
$1.07M -$122K -531 -10%
WA
1091
Waverly Advisors
Alabama
$1.07M +$104K +456 +11%
LHC
1092
Little House Capital
Massachusetts
$1.07M +$1.07M +4,661 New
SFSG
1093
Sound Financial Strategies Group
Mississippi
$1.07M -$33.9K -148 -3%
LC
1094
Lindbrook Capital
California
$1.06M +$109K +476 +11%
WP
1095
WMS Partners
Maryland
$1.06M -$269K -1,175 -20%
BG
1096
Bahl & Gaynor
Ohio
$1.06M +$17.6K +77 +2%
PWAM
1097
Pinnacle West Asset Management
Wyoming
$1.06M +$1.06M +4,610 New
OCM
1098
Orleans Capital Management
Louisiana
$1.05M – – –
BS
1099
Bessemer Securities
New York
$1.05M – – –
RWP
1100
RWA Wealth Partners
Massachusetts
$1.05M -$2.29K -10 -0.2%
42 43
44
45 46