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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 %
FB
1376
Fulton Bank
Pennsylvania
$643K -$9.84K -43 -2%
RAG
1377
RIA Advisory Group
Iowa
$643K -$160K -699 -20%
TF
1378
Tompkins Financial
New York
$642K – – –
FTWA
1379
Fifth Third Wealth Advisors
Ohio
$641K +$641K +2,803 New
RCM
1380
RNC Capital Management
California
$641K -$272K -1,190 -30%
MCM
1381
Manchester Capital Management
Vermont
$641K – – –
PC
1382
Peavine Capital
Nevada
$641K – – –
KA
1383
Kozak & Associates
Colorado
$639K +$915 +4 +0.1%
AL
1384
Aspiriant LLC
California
$639K -$4.12K -18 -0.6%
VV
1385
Verity & Verity
South Carolina
$637K +$8.01K +35 +1%
FMN
1386
Financial Management Network
California
$636K -$6.96K -32 -1%
EBWM
1387
Eagle Bluffs Wealth Management
Missouri
$635K +$5.03K +22 +0.8%
CCFCSB
1388
Cape Cod Five Cents Savings Bank
Massachusetts
$634K -$5.72K -25 -0.9%
AAB
1389
ABN AMRO Bank
Netherlands
$634K +$634K +2,759 New
LOIP
1390
Live Oak Investment Partners
Texas
$633K -$644K – –
CFA
1391
Capstone Financial Advisors
Illinois
$630K +$12.4K +54 +2%
EWA
1392
EverSource Wealth Advisors
Alabama
$630K +$190K +830 +43%
PP
1393
PrairieView Partners
Minnesota
$627K +$22.9K +100 +4%
SL
1394
Sentinus LLC
Illinois
$627K +$382K +1,671 +156%
PHIC
1395
Pine Haven Investment Counsel
Massachusetts
$626K +$9.38K +41 +2%
FBB
1396
Fulton Breakefield Broenniman
Maryland
$626K -$17.6K -77 -3%
FCP
1397
Fidelis Capital Partners
Florida
$626K +$626K +2,910 New
JIC
1398
Joel Isaacson & Co
New York
$624K +$68.9K +301 +12%
KFI
1399
Key Financial Inc
Pennsylvania
$624K – – –
JSC
1400
Jackson Square Capital
California
$623K -$156K -681 -20%
54 55
56
57 58