CAT icon

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 %
LOIP
1376
Live Oak Investment Partners
Texas
$644K – – –
BEI
1377
Benjamin Edwards Inc
Missouri
$640K +$48.9K +204 +8%
LC
1378
LCNB Corp
Ohio
$639K – – –
CAM
1379
Carret Asset Management
New York
$638K -$958 -4 -0.1%
IB
1380
Intrust Bank
Kansas
$638K -$22.8K -95 -3%
NG
1381
Northstar Group
New York
$634K -$20.4K -85 -3%
ECM
1382
Evergreen Capital Management
Washington
$632K +$28.5K +119 +5%
PP
1383
PrairieView Partners
Minnesota
$632K – – –
MMM
1384
Mendel Money Management
Illinois
$632K – – –
PFSC
1385
Peoples Financial Services Corp
Pennsylvania
$630K +$5.99K +25 +1%
HIA
1386
Harbor Investment Advisory
Maryland
$629K -$221K -923 -26%
AAG
1387
Armstrong Advisory Group
Massachusetts
$629K +$629K +2,624 New
CF
1388
Cantor Fitzgerald
New York
$623K +$623K +2,600 New
RFG
1389
Range Financial Group
Oregon
$623K +$196K +819 +46%
AFG
1390
Allegheny Financial Group
Pennsylvania
$621K -$2.4K -10 -0.4%
RWMG
1391
Redwood Wealth Management Group
New Jersey
$621K +$621K +2,591 New
CM
1392
Castleark Management
Illinois
$620K – – –
SNB
1393
Security National Bank
Nebraska
$619K – – –
IF
1394
Intrua Financial
Texas
$615K +$195K +793 +46%
HWA
1395
Heritage Wealth Advisors
Virginia
$612K – – –
BFA
1396
Bill Few Associates
Pennsylvania
$612K +$240 +1 +0%
LC
1397
Lavaca Capital
Texas
$610K – – –
SI
1398
Saxon Interests
Texas
$606K +$5.18K +21 +0.9%
SAM
1399
Seelaus Asset Management
New Jersey
$605K – – –
BAM
1400
BOS Asset Management
Illinois
$602K +$602K +2,513 New
54 55
56
57 58