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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 %
FCB
1351
First Command Bank
Texas
$669K -$102K -425 -13%
FCFS
1352
First Command Financial Services
Texas
$669K -$102K -425 -13%
KA
1353
Kozak & Associates
Colorado
$668K +$958 +4 +0.1%
6F
1354
626 Financial
Michigan
$666K +$240 +1 +0%
MA
1355
MONECO Advisors
Connecticut
$664K +$11.5K +48 +2%
CFO
1356
CVA Family Office
Colorado
$663K +$37.1K +155 +6%
AI
1357
AXS Investments
New York
$661K -$89.4K -373 -12%
BMC
1358
Benin Management Corp
Connecticut
$660K – – –
AA
1359
Ancora Advisors
Ohio
$660K -$269K -1,122 -29%
EBWM
1360
Eagle Bluffs Wealth Management
Missouri
$660K – – –
VV
1361
Verity & Verity
South Carolina
$659K +$659K +2,750 New
RWA
1362
Rooted Wealth Advisors
Illinois
$657K +$657K +2,743 New
Jones Financial Companies
1363
Jones Financial Companies
Missouri
$656K +$16.5K +69 +3%
MBTD
1364
Mechanics Bank - Trust Department
California
$656K – – –
BC
1365
Bartlett & Co
Ohio
$655K -$3.12K -13 -0.5%
BCWM
1366
Bartlett & Co Wealth Management
Ohio
$655K -$3.12K -13 -0.5%
AIA
1367
Avalon Investment & Advisory
Texas
$652K +$64.4K +269 +11%
MG
1368
Mather Group
Illinois
$651K -$30.9K -129 -5%
ZCA
1369
Zeke Capital Advisors
Pennsylvania
$650K +$10.1K +42 +2%
LAM
1370
Lakewood Asset Management
Illinois
$648K +$648K +2,705 New
WP
1371
Waycross Partners
Kentucky
$647K -$2.55M -10,643 -80%
TBC
1372
Ted Buchan & Co
California
$647K +$647K +2,700 New
CFA
1373
Capstone Financial Advisors
Illinois
$647K +$1.2K +5 +0.2%
FIM
1374
Fernwood Investment Management
Massachusetts
$646K -$24K -100 -4%
PHIC
1375
Pine Haven Investment Counsel
Massachusetts
$646K +$17.5K +73 +3%
53 54
55
56 57