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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 %
CWM
1201
Circle Wealth Management
New Jersey
$890K +$17K +71 +2%
MBT
1202
Montecito Bank & Trust
California
$890K -$4.55K -19 -0.5%
DG
1203
DMC Group
Alabama
$886K -$43K -180 -5%
FIA
1204
Foundations Investment Advisors
Arizona
$882K +$215K +899 +32%
AIM
1205
Aspen Investment Management
Michigan
$881K -$59.9K -250 -6%
M1FG
1206
Mach-1 Financial Group
Arkansas
$873K +$856K +3,574 +4,964%
SWA
1207
Stratos Wealth Advisors
Ohio
$872K -$6.23K -26 -0.7%
DIM
1208
Delta Investment Management
California
$871K +$1.2K +5 +0.1%
JWCA
1209
J.W. Coons Advisors
Ohio
$870K – – –
CIC
1210
Carnegie Investment Counsel
Ohio
$869K +$24.2K +101 +3%
SFA
1211
Source Financial Advisors
New York
$869K -$958 -4 -0.1%
WC
1212
Woodstock Corp
Massachusetts
$868K -$12K -50 -1%
SHFA
1213
SS&H Financial Advisors
Michigan
$868K – – –
DBIA
1214
Dumont & Blake Investment Advisors
New Jersey
$868K -$1.2K -5 -0.1%
CAN
1215
Claraphi Advisory Network
United States
$865K +$865K +3,612 New
CG
1216
Cynosure Group
Utah
$862K – – –
GG
1217
Gleason Group
Kentucky
$862K +$4.55K +19 +0.5%
MWM
1218
Mission Wealth Management
California
$862K +$23.5K +98 +3%
P
1219
&Partners
Tennessee
$861K – – –
GLR
1220
Great Lakes Retirement
Ohio
$857K +$857K +3,577 New
HVIA
1221
Hudson Valley Investment Advisors
New York
$857K -$25.2K -105 -3%
First Manhattan
1222
First Manhattan
New York
$856K +$12.9K +54 +2%
WLIM
1223
White Lighthouse Investment Management
Massachusetts
$855K – – –
TAM
1224
Taurus Asset Management
New York
$852K – – –
SAM
1225
SignalPoint Asset Management
Missouri
$852K +$479 +2 +0.1%
47 48
49
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