CAT icon

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 %
LTI
1101
Laffer Tengler Investments
Tennessee
$1.05M -$168K -703 -14%
SP
1102
Symmetry Partners
Connecticut
$1.04M -$322K -1,343 -24%
BHBT
1103
Burke & Herbert Bank & Trust
Virginia
$1.04M -$1.92K -8 -0.2%
PAA
1104
Peregrine Asset Advisers
Oregon
$1.04M +$595K +2,485 +135%
KA
1105
Kovack Advisors
Florida
$1.04M -$133K -556 -11%
NQWM
1106
Northwest Quadrant Wealth Management
Oregon
$1.03M +$4.55K +19 +0.4%
FCA
1107
FinTrust Capital Advisors
South Carolina
$1.03M +$1.92K +8 +0.2%
RCI
1108
RS Crum Inc
California
$1.03M – – –
WWC
1109
Waypoint Wealth Counsel
Georgia
$1.03M +$1.03M +4,305 New
SIA
1110
Sit Investment Associates
Minnesota
$1.03M – – –
CCG
1111
Cypress Capital Group
Florida
$1.03M +$38.1K +159 +4%
TCA
1112
Transcend Capital Advisors
New Jersey
$1.03M -$54.4K -227 -5%
SFG
1113
Summit Financial Group
West Virginia
$1.02M -$2.4K -10 -0.2%
FLPIM
1114
F.L. Putnam Investment Management
Massachusetts
$1.02M +$3.83K +16 +0.4%
BA
1115
Birinyi Associates
Connecticut
$1.02M – – –
TPWA
1116
TRUE Private Wealth Advisors
Oregon
$1.02M -$34.5K -144 -3%
CBT
1117
CoreFirst Bank & Trust
Kansas
$1.02M -$245K -1,021 -19%
PWM
1118
Penobscot Wealth Management
Maine
$1.01M +$11K +46 +1%
SWA
1119
Sutton Wealth Advisors
Florida
$1.01M -$79.1K -330 -7%
WA
1120
Waverly Advisors
Alabama
$1.01M +$112K +466 +12%
SC
1121
Solstein Capital
California
$1.01M -$13.2K -55 -1%
BHIA
1122
Birch Hill Investment Advisors
Massachusetts
$1.01M – – –
HNWAG
1123
High Net Worth Advisory Group
Florida
$1.01M -$38.3K -160 -4%
TNBTD
1124
Trustmark National Bank Trust Department
Mississippi
$1.01M +$34.5K +144 +4%
SAA
1125
Southeast Asset Advisors
Georgia
$1M +$1.92K +8 +0.2%
43 44
45
46 47