CAT icon

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 %
RIA
1226
Regal Investment Advisors
Michigan
$850K +$25.2K +105 +3%
AA
1227
Altman Advisors
Illinois
$848K +$20.8K +83 +3%
AAM
1228
Auxier Asset Management
Oregon
$848K – – –
BRM
1229
Boston Research & Management
Massachusetts
$848K – – –
WPC
1230
Wedmont Private Capital
Pennsylvania
$846K +$57.2K +230 +7%
SIM
1231
Sentry Investment Management
Wisconsin
$842K -$43.4K -181 -5%
GIP
1232
Granite Investment Partners
California
$837K -$428K -1,785 -34%
VT
1233
Vise Technologies
New York
$834K +$123K +513 +17%
1WM
1234
1900 Wealth Management
Texas
$834K – – –
MHIC
1235
Marble Harbor Investment Counsel
Massachusetts
$827K +$24K +100 +3%
IIA
1236
IPG Investment Advisors
California
$827K – – –
RB
1237
Rodgers Brothers
Pennsylvania
$826K -$2.25M -9,390 -73%
JWA
1238
JFS Wealth Advisors
Pennsylvania
$825K -$255K -1,063 -24%
BCA
1239
Bay Colony Advisors
Massachusetts
$819K +$40.3K +168 +5%
RAG
1240
RIA Advisory Group
Iowa
$819K +$819K +3,508 New
HW
1241
Hancock Whitney
Mississippi
$817K -$30.7K -128 -4%
LNWTC
1242
Laird Norton Wetherby Trust Company
Washington
$817K +$817K +3,410 New
EHC
1243
Everett Harris & Co
California
$816K +$49.3K +206 +6%
BBL
1244
Beck Bode LLC
Massachusetts
$815K +$185K +774 +29%
JSC
1245
Jackson Square Capital
California
$815K -$23.2K -97 -3%
VCM
1246
Virtue Capital Management
Tennessee
$815K +$815K +3,401 New
CWM
1247
Concentric Wealth Management
California
$815K -$71.9K -300 -8%
CRIG
1248
Charter Research & Investment Group
Connecticut
$815K – – –
NSB
1249
Norway Savings Bank
Maine
$813K +$39.5K +165 +5%
WA
1250
Wealth Architects
California
$812K -$8.62K -36 -1%
48 49
50
51 52