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Caterpillar
CAT

Overview Fund Activity

2,267 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
-5
Holders Change %
-0.22%
% of All Funds
36.28%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
166
Increased
863
Reduced
861
Closed
119
Calls
$2.16B
Puts
$2.63B
Net Calls
-$471M
Net Calls Change
+$1.24B

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$332M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$234M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$172M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$155M
5
Renaissance Technologies
Renaissance Technologies
New York
+$154M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$827M
2
Citadel Advisors
Citadel Advisors
Florida
-$447M
3
Barclays
Barclays
United Kingdom
-$295M
4
BlackRock
BlackRock
New York
-$277M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1326
Raleigh Capital Management
North Carolina
$704K +$24.9K +109 +4%
WTA
1327
Washington Trust Advisors
Massachusetts
$704K -$5.72K -25 -0.8%
BJL
1328
Brighton Jones LLC
Washington
$701K -$370K -1,617 -35%
NL
1329
NVWM LLC
Pennsylvania
$700K -$9.15K -40 -1%
HWM
1330
Horizon Wealth Management
Illinois
$699K -$165K -723 -19%
FCFS
1331
First Command Financial Services
Texas
$696K +$57.2K +250 +9%
FCB
1332
First Command Bank
Texas
$696K +$57.2K +250 +9%
TFA
1333
Toth Financial Advisory
Virginia
$694K -$217K -948 -24%
TYCC
1334
Texas Yale Capital Corp
Florida
$688K – – –
SACTSONJ
1335
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$687K – – –
SFS
1336
Stiles Financial Services
Minnesota
$686K -$81K -354 -11%
CGH
1337
CMG Global Holdings
Texas
$685K – – –
BMC
1338
Benin Management Corp
Connecticut
$683K +$52.6K +230 +8%
PG
1339
Prostatis Group
Maryland
$682K -$3.43K -15 -0.5%
HWA
1340
HCR Wealth Advisors
California
$682K +$229 +1 +0%
LSA
1341
Lion Street Advisors
Texas
$682K +$11.9K +52 +2%
HBW
1342
Hazlett, Burt & Watson
West Virginia
$681K -$43.7K -191 -6%
BAM
1343
Berkshire Asset Management
Pennsylvania
$679K +$679K +2,969 New
GAM
1344
Grandview Asset Management
Pennsylvania
$679K -$65K -284 -9%
GP
1345
Girard Partners
Pennsylvania
$677K -$55.2K -241 -8%
PAMG
1346
Patton Albertson Miller Group
Tennessee
$677K -$1.83K -8 -0.3%
HA
1347
Harfst & Associates
Wyoming
$676K – – –
CI
1348
CX Institutional
Indiana
$676K +$24.8K +108 +4%
T
1349
TRUADVICE
Florida
$676K +$676K +3,089 New
CB
1350
CNB Bank
Pennsylvania
$672K -$4.35K -19 -0.6%
52 53
54
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