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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 %
CSB
1151
City State Bank
Iowa
$968K -$68.2K -298 -7%
CWP
1152
Capital Wealth Planning
Florida
$968K +$112K +490 +13%
TCWM
1153
Total Clarity Wealth Management
Illinois
$968K +$47.4K +207 +5%
BHIA
1154
Birch Hill Investment Advisors
Massachusetts
$964K – – –
SC
1155
Solstein Capital
California
$964K – – –
GC
1156
Gilbert & Cook
Iowa
$964K +$8.93K +39 +0.9%
AA
1157
Argent Advisors
Louisiana
$962K +$54.5K +238 +6%
DAS
1158
Dynamic Advisor Solutions
Arizona
$962K -$215K -938 -18%
SAA
1159
Southeast Asset Advisors
Georgia
$962K +$3.89K +17 +0.4%
Point72 Asset Management
1160
Point72 Asset Management
Connecticut
$961K +$961K +4,201 New
BSA
1161
Braun Stacey Associates
New York
$961K +$446K +1,950 +87%
QCG
1162
Quadrant Capital Group
Ohio
$959K +$83.1K +363 +9%
GC
1163
Grimes & Company
Massachusetts
$954K +$661K +2,888 +226%
Grantham, Mayo, Van Otterloo & Co (GMO)
1164
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$953K -$984K -4,300 -51%
EHWM
1165
Eads & Heald Wealth Management
Georgia
$948K +$535K +2,340 +130%
CC
1166
Chicago Capital
Illinois
$946K – – –
AA
1167
Advisory Alpha
Michigan
$945K +$1.6K +7 +0.2%
CWS
1168
Confluence Wealth Services
Pennsylvania
$942K – – –
MF
1169
Montis Financial
Massachusetts
$937K +$20.6K +90 +2%
GWSG
1170
GPS Wealth Strategies Group
Colorado
$936K +$936K +4,092 New
LOPW
1171
Live Oak Private Wealth
North Carolina
$934K +$22.9K +100 +3%
WDC
1172
Woodward Diversified Capital
California
$933K -$8.01K -35 -0.9%
WLIM
1173
White Lighthouse Investment Management
Massachusetts
$932K +$114K +500 +14%
HNWAG
1174
High Net Worth Advisory Group
Florida
$930K -$33.6K -147 -3%
MFA
1175
Mayflower Financial Advisors
Massachusetts
$930K -$5.03K -22 -0.5%
45 46
47
48 49