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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 %
CC
1451
Corton Capital
Ontario, Canada
$544K +$544K +2,272 New
CCM
1452
Chimera Capital Management
New York
$543K +$543K +2,268 New
AWM
1453
Aberdeen Wealth Management
Illinois
$543K – – –
NEWAS
1454
N.E.W. Advisory Services
Wisconsin
$540K -$7.9K -33 -1%
HFG
1455
Heron Financial Group
New York
$540K -$6.01K -25 -1%
BSA
1456
Braun Stacey Associates
New York
$539K -$527K -2,200 -49%
RDIA
1457
RE Dickinson Investment Advisors
Iowa
$539K +$180K +750 +50%
SN
1458
Sittner & Nelson
Oregon
$538K +$132K +549 +32%
MW
1459
Marcum Wealth
Ohio
$537K -$3.83K -16 -0.7%
LCM
1460
LVM Capital Management
Michigan
$535K -$213K -890 -28%
RWP
1461
Ridgecrest Wealth Partners
California
$534K – – –
SIA
1462
Soltis Investment Advisors
Utah
$531K +$90.3K +377 +21%
RP
1463
Riverwater Partners
Wisconsin
$529K -$1.68K -7 -0.3%
NCM
1464
NCM Capital Management
New Jersey
$528K – – –
ST
1465
Sabal Trust
Florida
$527K -$64.9K -271 -11%
TWM
1466
Tolleson Wealth Management
Texas
$527K – – –
LDFR
1467
Lehman & Derafelo Financial Resources
Pennsylvania
$526K +$41.2K +172 +8%
RWB
1468
RMR Wealth Builders
New Jersey
$524K +$240 +1 +0%
Pacer Advisors
1469
Pacer Advisors
Pennsylvania
$523K +$265K +1,108 +103%
MAWCM
1470
Mine & Arao Wealth Creation & Management
California
$523K +$1.2K +5 +0.2%
DAM
1471
Derbend Asset Management
Georgia
$523K – – –
WP
1472
WealthSource Partners
California
$522K -$21.1K -88 -4%
PCI
1473
Planning Center Inc
Illinois
$522K +$102K +425 +24%
SFS
1474
Summit Financial Strategies
Ohio
$522K -$25.6K -107 -5%
ZB
1475
Zions Bancorporation
Utah
$520K -$212K -886 -29%
57 58
59
60 61