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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 %
ACG
1101
Allen Capital Group
Nebraska
$1.05M +$1.05M +4,578 New
HI
1102
Harbour Investments
Wisconsin
$1.05M +$12.6K +55 +1%
EGM
1103
Engineers Gate Manager
New York
$1.05M +$1.05M +4,569 New
BAM
1104
Byrne Asset Management
New Jersey
$1.04M -$72.5K -317 -7%
Twin Tree Management
1105
Twin Tree Management
Texas
$1.04M +$1.04M +4,545 New
SVWAG
1106
Sound View Wealth Advisors Group
Georgia
$1.04M -$1.31M -5,722 -56%
KA
1107
Kovack Advisors
Florida
$1.04M +$49.2K +215 +5%
FTC
1108
Farmers Trust Company
Ohio
$1.04M -$45.8K -200 -4%
PWSG
1109
Pacific Wealth Strategies Group
California
$1.04M +$134K +585 +15%
FCB
1110
First County Bank
Connecticut
$1.03M +$175K +764 +20%
FCA
1111
FinTrust Capital Advisors
South Carolina
$1.03M – – –
WC
1112
Westhampton Capital
North Carolina
$1.03M – – –
LTI
1113
Laffer Tengler Investments
Tennessee
$1.03M +$26.1K +114 +3%
AIS
1114
AM Investment Strategies
Tennessee
$1.03M +$229 +1 +0%
NCGI
1115
Next Century Growth Investors
Minnesota
$1.02M -$232K -1,013 -18%
OWIM
1116
Old West Investment Management
California
$1.02M – – –
IGGA
1117
Iron Gate Global Advisors
Utah
$1.02M – – –
BHA
1118
Beech Hill Advisors
New York
$1.02M -$240K -1,050 -19%
CFA
1119
Cahill Financial Advisors
Minnesota
$1.02M -$248K -1,085 -20%
CIA
1120
Choate Investment Advisors
Massachusetts
$1.01M – – –
HFA
1121
High Falls Advisors
New York
$1.01M +$915 +4 +0.1%
OIA
1122
Optimum Investment Advisors
Illinois
$1.01M – – –
PGAM
1123
Princeton Global Asset Management
New Jersey
$1.01M -$38.9K -170 -4%
VT
1124
Vise Technologies
New York
$1.01M +$212K +927 +27%
TNBTD
1125
Trustmark National Bank Trust Department
Mississippi
$1.01M +$46.9K +205 +5%
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