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 %
BWA
1401
Bordeaux Wealth Advisors
California
$601K -$32.1K -134 -5%
PTP
1402
Platform Technology Partners
New York
$600K -$8.63K -36 -1%
WDL
1403
Well Done LLC
Michigan
$600K +$4K +19 +0.7%
PCM
1404
Prelude Capital Management
New York
$600K +$600K +2,504 New
SCA
1405
Sippican Capital Advisors
Massachusetts
$599K – – –
KA
1406
Kercheville Advisors
Texas
$599K -$168K -700 -22%
EGA
1407
E&G Advisors
Texas
$599K -$95.8K -400 -14%
SGC
1408
Slocum, Gordon & Co
Rhode Island
$599K +$599K +2,500 New
1WA
1409
180 Wealth Advisors
Washington
$598K -$31.5K -120 -5%
LSA
1410
Lion Street Advisors
Texas
$598K +$1.02K +5 +0.2%
CA
1411
Claris Advisors
Missouri
$597K +$2.88K +12 +0.5%
CWP
1412
Concord Wealth Partners
Virginia
$593K -$18K -75 -3%
FSC
1413
Full Sail Capital
Oklahoma
$592K -$4.07K -17 -0.7%
MSWM
1414
McGlone Suttner Wealth Management
Wisconsin
$591K +$591K +2,467 New
OWM
1415
Opes Wealth Management
California
$589K -$49.3K -206 -8%
IA
1416
IFG Advisory
Georgia
$589K -$66.1K -276 -10%
TAM
1417
Trillium Asset Management
Massachusetts
$589K – – –
SSG
1418
Summit Securities Group
New York
$589K +$110K +457 +23%
SCA
1419
Stonebridge Capital Advisors
Minnesota
$581K -$65.4K -273 -10%
MTIC
1420
Missouri Trust & Investment Company
Missouri
$581K +$86.3K +360 +17%
UBV
1421
United Bank (Virginia)
Virginia
$581K -$862K -3,600 -60%
JIC
1422
Joel Isaacson & Co
New York
$581K +$479 +2 +0.1%
HCP
1423
Hexagon Capital Partners
Arkansas
$580K -$92.7K -387 -14%
FCFC
1424
First Citizens Financial Corp
Iowa
$579K -$4.8K -20 -0.8%
MFG
1425
Magnus Financial Group
New York
$579K +$69.2K +289 +14%
55 56
57
58 59