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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 %
CIM
1176
CIM Investment Management
Pennsylvania
$929K +$43K +188 +5%
IA
1177
IAM Advisory
Pennsylvania
$927K +$927K +4,052 New
AWA
1178
Acorn Wealth Advisors
Michigan
$927K -$76.7K -335 -8%
IIA
1179
IPG Investment Advisors
California
$924K +$134K +585 +17%
KIG
1180
Kowal Investment Group
Wisconsin
$922K +$52.4K +229 +6%
MJP
1181
Michael J. Puzo
$921K – – –
SFG
1182
SNS Financial Group
Minnesota
$920K +$11.9K +52 +1%
WWM
1183
Windsor Wealth Management
Indiana
$920K -$8.19K -38 -0.9%
CNFG
1184
Creegan & Nassoura Financial Group
New Hampshire
$920K – – –
QCIG
1185
Quad-Cities Investment Group
Iowa
$919K +$5.49K +24 +0.6%
ZIC
1186
ZWJ Investment Counsel
Georgia
$919K +$35.9K +157 +4%
WT
1187
Washington Trust
Rhode Island
$918K -$5.49K -24 -0.6%
LF
1188
Lantz Financial
Illinois
$917K – – –
WAM
1189
WealthTrust Asset Management
Florida
$917K +$917K +4,005 New
NA
1190
Navellier & Associates
Nevada
$915K -$22.9K -100 -2%
SC
1191
Saybrook Capital
North Carolina
$915K – – –
IWA
1192
IVC Wealth Advisors
Pennsylvania
$913K -$37.8K -165 -4%
WAM
1193
Werlinich Asset Management
Connecticut
$910K – – –
AWA
1194
Aaron Wealth Advisors
Illinois
$909K -$41.2K -180 -4%
SB
1195
Strategic Blueprint
Georgia
$909K +$52.9K +231 +6%
TCB
1196
Texas Capital Bancshares
Texas
$909K – – –
CIAS
1197
Capital Investment Advisory Services
North Carolina
$907K -$109K -476 -11%
NF
1198
Norwood Financial
Pennsylvania
$899K +$2.29K +10 +0.3%
AHC
1199
Adell Harriman & Carpenter
Texas
$895K -$779K -3,405 -47%
MFG
1200
Menard Financial Group
Texas
$893K -$23.3K -102 -3%
46 47
48
49 50