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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 %
GWM
1301
Gray Wealth Management
Maine
$739K -$12.7K -53 -2%
KFS
1302
Kaizen Financial Strategies
California
$734K -$181K -699 -20%
AIC
1303
Archer Investment Corporation
Indiana
$732K -$51.3K -214 -7%
AIA
1304
Alera Investment Advisors
Illinois
$732K +$282K +1,177 +63%
CW
1305
CreativeOne Wealth
Kansas
$729K -$130K -543 -15%
TIA
1306
Tiemann Investment Advisors
California
$727K +$32.3K +135 +5%
TYCC
1307
Texas Yale Capital Corp
Florida
$720K -$3.59K -15 -0.5%
PG
1308
Prostatis Group
Maryland
$719K +$719K +3,002 New
SACTSONJ
1309
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$719K – – –
CGH
1310
CMG Global Holdings
Texas
$717K – – –
CT
1311
Chicago Trust
Illinois
$715K -$3.36K -14 -0.5%
HWA
1312
HCR Wealth Advisors
California
$714K +$32.1K +134 +5%
FMN
1313
Financial Management Network
California
$713K +$724 +3 +0.1%
IWA
1314
Intercontinental Wealth Advisors
Texas
$713K +$7.67K +32 +1%
PAMG
1315
Patton Albertson Miller Group
Tennessee
$711K -$68.3K -285 -9%
RCM
1316
Raleigh Capital Management
North Carolina
$711K +$20.1K +84 +3%
KFS
1317
Kurt F. Somerville
$710K – – –
IIC
1318
Ironwood Investment Counsel
Arizona
$710K -$93.7K -391 -12%
HH
1319
Hilltop Holdings
Texas
$708K -$41K -171 -5%
CB
1320
CNB Bank
Pennsylvania
$708K – – –
CW
1321
CIC Wealth
Maryland
$708K +$708K +2,955 New
HA
1322
Harfst & Associates
Wyoming
$708K – – –
CG
1323
Corundum Group
Colorado
$705K -$24.2K -101 -3%
CWP
1324
Core Wealth Partners
California
$704K +$704K +3,450 New
SFG
1325
StrategIQ Financial Group
Indiana
$699K +$171K +712 +32%
51 52
53
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