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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 %
CHJWM
1326
Carlton Hofferkamp & Jenks Wealth Management
Texas
$689K -$114K -430 -14%
FHA
1327
Flagship Harbor Advisors
Massachusetts
$689K -$18.4K -77 -3%
CWP
1328
Cyndeo Wealth Partners
Florida
$687K +$687K +2,869 New
BFM
1329
Boothbay Fund Management
New York
$685K -$720K -3,007 -51%
WP
1330
Wealthspan Partners
Iowa
$684K – – –
FB
1331
Fulton Bank
Pennsylvania
$684K -$120K -502 -15%
APG
1332
Abacus Planning Group
South Carolina
$684K +$7.67K +32 +1%
MLFP
1333
MPS Loria Financial Planners
Illinois
$683K +$719 +3 +0.1%
KP
1334
Keel Point
Alabama
$681K +$92K +384 +16%
CI
1335
CX Institutional
Indiana
$679K +$679K +2,836 New
WCM
1336
Windsor Capital Management
Arizona
$677K +$53.9K +225 +9%
NB
1337
Nicolet Bankshares
Wisconsin
$677K +$6.23K +26 +0.9%
SWM
1338
Segment Wealth Management
Texas
$677K -$76.4K -319 -10%
V
1339
VeraBank
Texas
$674K -$4.79K -20 -0.7%
FBB
1340
Fulton Breakefield Broenniman
Maryland
$674K +$185K +771 +38%
BI
1341
Ballast Inc
Kentucky
$673K – – –
AL
1342
Aspiriant LLC
California
$673K +$25.4K +106 +4%
TF
1343
Tompkins Financial
New York
$672K -$144K -600 -18%
Credit Agricole
1344
Credit Agricole
France
$672K -$1.1M -4,575 -62%
SGK
1345
Steigerwald Gordon & Koch
Virginia
$671K +$6.95K +29 +1%
MCM
1346
Manchester Capital Management
Vermont
$671K +$10.3K +43 +2%
PC
1347
Peavine Capital
Nevada
$671K – – –
AC
1348
AXQ Capital
New Jersey
$671K +$671K +2,800 New
ECG
1349
Edge Capital Group
Georgia
$670K +$170K +710 +34%
CCFCSB
1350
Cape Cod Five Cents Savings Bank
Massachusetts
$670K +$19.2K +80 +3%
52 53
54
55 56