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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 %
MA
1476
Montag & Associates
Georgia
$519K -$309K -1,290 -37%
ASC
1477
Atalanta Sosnoff Capital
New York
$518K +$144K +601 +39%
GB
1478
Goepper Burkhardt
South Carolina
$517K – – –
FFC
1479
First Financial Corp
Indiana
$517K – – –
BWP
1480
Baldwin Wealth Partners
Massachusetts
$516K +$397K +1,656 +331%
SS
1481
Sunbelt Securities
Texas
$516K +$479 +2 +0.1%
BFG
1482
Berger Financial Group
Minnesota
$513K -$9.11K -38 -2%
MIAS
1483
Mason Investment Advisory Services
Virginia
$510K -$102K -426 -17%
GFS
1484
GYL Financial Synergies
Connecticut
$509K +$12.9K +54 +3%
SF
1485
Summit Financial
New Jersey
$507K -$44.6K -186 -8%
CWM
1486
Cahaba Wealth Management
Georgia
$507K – – –
CPA
1487
Capital Planning Advisors
California
$506K +$8.86K +37 +2%
HFBOT
1488
Home Federal Bank of Tennessee
Tennessee
$505K – – –
PIM
1489
Perpetual Investment Management
Australia
$503K -$120K -500 -19%
MA
1490
McBroom & Associates
Nevada
$503K -$9.82K -41 -2%
BONST
1491
Bank of Nova Scotia Trust
Ontario, Canada
$503K – – –
FC
1492
Financial Consulate
Maryland
$503K – – –
OHWA
1493
Oak Hill Wealth Advisors
Virginia
$503K +$503K +2,098 New
CFO
1494
Colony Family Offices
North Carolina
$502K -$32.3K -135 -6%
DU
1495
Delphia (USA)
Ontario, Canada
$501K +$501K +2,092 New
ACP
1496
Arcus Capital Partners
Georgia
$500K +$479 +2 +0.1%
KA
1497
KLCM Advisors
Wisconsin
$499K +$240 +1 +0%
LFG
1498
Larson Financial Group
Missouri
$499K -$2.64K -11 -0.5%
GIA
1499
GHP Investment Advisors
Colorado
$499K +$11.7K +49 +2%
BWA
1500
BlueSky Wealth Advisors
North Carolina
$498K -$102K -426 -17%
58 59
60
61 62