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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 %
CWP
1126
Curated Wealth Partners
California
$1M +$111K +465 +12%
PWM
1127
Perigon Wealth Management
California
$1M +$299K +1,248 +43%
PA
1128
PSI Advisors
Florida
$1M -$253K -1,058 -20%
GC
1129
Gilbert & Cook
Iowa
$1,000K +$13.2K +55 +1%
S
1130
Seeyond
France
$999K -$45.8K -191 -4%
CRC
1131
Curi RMB Capital
Illinois
$998K -$22.5K -94 -2%
9WM
1132
9258 Wealth Management
Ohio
$996K +$203K +847 +26%
IWA
1133
IVC Wealth Advisors
Pennsylvania
$996K +$4.07K +17 +0.4%
LC
1134
Lindbrook Capital
California
$996K +$71.1K +297 +8%
AWA
1135
Aaron Wealth Advisors
Illinois
$995K +$511K +2,133 +106%
CC
1136
Chicago Capital
Illinois
$991K – – –
AA
1137
Advisory Alpha
Michigan
$988K -$10.8K -45 -1%
RFG
1138
RFP Financial Group
Georgia
$987K +$987K +4,120 New
CWS
1139
Confluence Wealth Services
Pennsylvania
$986K -$23.2K -97 -2%
WDC
1140
Woodward Diversified Capital
California
$985K +$10.5K +44 +1%
NA
1141
Navellier & Associates
Nevada
$982K +$24K +100 +3%
PWPS
1142
Pinnacle Wealth Planning Services
Ohio
$981K +$52.7K +220 +6%
MFA
1143
Mayflower Financial Advisors
Massachusetts
$979K +$9.58K +40 +1%
SAG
1144
SageView Advisory Group
California
$978K +$978K +4,083 New
FCIM
1145
Fairview Capital Investment Management
California
$975K -$10.5K -44 -1%
PWMAG
1146
Pinnacle Wealth Management Advisory Group
New Jersey
$971K +$151K +632 +18%
GIA
1147
Gladstone Institutional Advisory
Florida
$971K -$129K -539 -12%
WT
1148
Washington Trust
Rhode Island
$967K -$1.44K -6 -0.1%
MJP
1149
Michael J. Puzo
$964K – – –
TCWM
1150
Total Clarity Wealth Management
Illinois
$963K +$21.8K +91 +2%
44 45
46
47 48