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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 %
CG
1426
Clarus Group
Texas
$577K +$719 +3 +0.1%
RMCM
1427
Reynders McVeigh Capital Management
Massachusetts
$576K -$12.7K -53 -2%
JFGIW
1428
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$576K +$45.3K +189 +9%
Bank Julius Baer & Co
1429
Bank Julius Baer & Co
Switzerland
$575K -$4.2M -17,563 -88%
RIM
1430
Regent Investment Management
Kentucky
$575K – – –
HAIM
1431
Hunter Associates Investment Management
Pennsylvania
$575K +$240 +1 +0%
ACM
1432
Aljian Capital Management
Nevada
$575K – – –
Dimensional Fund Advisors
1433
Dimensional Fund Advisors
Texas
$574K -$7.3K -30,455 -1%
FG
1434
Fiduciary Group
Georgia
$574K +$21.6K +90 +4%
QPWM
1435
Quadrant Private Wealth Management
Pennsylvania
$571K +$571K +2,384 New
TFO
1436
Tarbox Family Office
California
$571K -$719 -3 -0.1%
WA1
1437
Wimmer Associates 1
California
$568K – – –
GAMC
1438
Garner Asset Management Corp
Texas
$567K +$1.44K +6 +0.3%
AMG
1439
Advisors Management Group
Wisconsin
$566K – – –
PWMG
1440
Prestige Wealth Management Group
New Jersey
$564K +$19.4K +81 +4%
BST
1441
Bath Savings Trust
Maine
$564K +$9.1K +38 +2%
TIMH
1442
Tilt Investment Management Holdings
New York
$564K +$564K +2,353 New
HIM
1443
Hotaling Investment Management
Pennsylvania
$561K -$6.95K -29 -1%
AIM
1444
Athena Investment Management
California
$560K +$7.91K +33 +1%
AI
1445
Accredited Investors
Minnesota
$558K +$15.6K +65 +3%
P
1446
Pitcairn
Pennsylvania
$554K -$8.39K -35 -1%
DE
1447
Day & Ennis
Georgia
$553K +$479 +2 +0.1%
MWM
1448
Marion Wealth Management
Pennsylvania
$552K +$14.1K +59 +3%
MFC
1449
Mechanics Financial Corp
Ohio
$551K – – –
WAL
1450
W Advisors LLC
Tennessee
$547K -$63.7K -266 -10%
56 57
58
59 60