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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 %
BA
1251
Ballast Advisors
Minnesota
$812K -$9.82K -41 -1%
AT
1252
American Trust
Kentucky
$811K +$364K +1,520 +81%
RPCONE
1253
Retirement Planning Company of New England
Rhode Island
$810K +$2.4K +10 +0.3%
FF
1254
Friedenthal Financial
New Jersey
$810K +$810K +3,380 New
CFG
1255
Cooper Financial Group
California
$810K -$33.1K -138 -4%
TNB
1256
Thomasville National Bank
Georgia
$807K -$47.9K -200 -6%
4WM
1257
44 Wealth Management
Oregon
$806K -$37.4K -156 -4%
CFP
1258
Catalyst Financial Partners
Massachusetts
$804K +$804K +3,357 New
MAG
1259
MRA Advisory Group
New Jersey
$804K -$74K -309 -8%
SFS
1260
Stiles Financial Services
Minnesota
$803K -$74.8K -312 -9%
LWAM
1261
Legacy Wealth Asset Management
Minnesota
$799K -$12K -50 -1%
MWM
1262
Modera Wealth Management
New Jersey
$798K -$39.3K -164 -5%
RMDI
1263
R.M. Davis Inc
Maine
$798K -$280K -1,171 -26%
HFM
1264
Harvest Fund Management
China
$798K +$422K +1,763 +112%
IA
1265
Insight Advisors
Pennsylvania
$796K -$155K -647 -16%
BL
1266
Balentine LLC
Georgia
$795K +$94.6K +395 +14%
WMP
1267
Wealth Management Partners
Arizona
$795K -$265K -1,000 -25%
WE
1268
Wealth Effects
Massachusetts
$794K +$48.2K +201 +6%
CHA
1269
Carmichael Hill & Associates
Maryland
$785K -$5.51K -23 -0.7%
FFG
1270
Fortem Financial Group
California
$785K +$34.5K +144 +5%
FFA
1271
Founders Financial Alliance
North Carolina
$784K +$21.1K +88 +3%
FMLI
1272
Fukoku Mutual Life Insurance
Japan
$783K +$7.19K +30 +0.9%
CA
1273
Clearstead Advisors
Ohio
$782K +$144K +601 +23%
SAM
1274
Sawgrass Asset Management
Florida
$780K -$3.11K -13 -0.4%
GAM
1275
Grandview Asset Management
Pennsylvania
$779K -$50.6K -211 -6%
49 50
51
52 53