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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 %
HWAM
1276
Hennion & Walsh Asset Management
New Jersey
$778K -$144K -600 -16%
CCFM
1277
Clear Creek Financial Management
Washington
$774K +$13.7K +57 +2%
DMBA
1278
Deseret Mutual Benefit Administrators
Utah
$774K -$591K -2,469 -43%
SFS
1279
Security Financial Services
Indiana
$773K – – –
KWMG
1280
King Wealth Management Group
Florida
$770K -$21.3K -89 -3%
CT
1281
Colonial Trust
South Carolina
$769K +$2.16K +9 +0.3%
TC
1282
Trust Company
Kansas
$769K -$14.6K -61 -2%
AP
1283
Atwood & Palmer
Missouri
$769K – – –
RPC
1284
Rossmore Private Capital
Connecticut
$768K +$27.3K +114 +4%
BBP
1285
Banco BTG Pactual
Brazil
$768K +$768K +3,205 New
GP
1286
Girard Partners
Pennsylvania
$767K +$104K +436 +16%
HBW
1287
Hazlett, Burt & Watson
West Virginia
$760K +$9.84K +41 +1%
PFA
1288
Pathway Financial Advisors
Vermont
$758K – – –
VHAM
1289
Van Hulzen Asset Management
California
$753K +$753K +3,142 New
BIP
1290
Blueprint Investment Partners
North Carolina
$752K +$752K +3,140 New
CPA
1291
Cardiff Park Advisors
California
$752K +$2.64K +11 +0.4%
SFP
1292
Sweet Financial Partners
Minnesota
$750K – – –
CWM
1293
CCG Wealth Management
California
$748K – – –
VCWA
1294
Vanguard Capital Wealth Advisors
Colorado
$746K +$1.2K +5 +0.2%
FHC
1295
First Heartland Consultants
Missouri
$744K -$4.07K -17 -0.5%
CAMG
1296
CWA Asset Management Group
Florida
$743K +$29.7K +124 +4%
WTA
1297
Washington Trust Advisors
Massachusetts
$743K -$55.6K -232 -7%
NL
1298
NVWM LLC
Pennsylvania
$742K +$598K +2,498 +416%
CWA
1299
Clarus Wealth Advisors
Arizona
$741K +$188K +749 +34%
HWA
1300
HHM Wealth Advisors
Tennessee
$741K -$12K -50 -2%
50 51
52
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