CAT icon

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 %
LOAMU
1476
Lombard Odier Asset Management (USA)
New York
$545K +$545K +2,382 New
CHJWM
1477
Carlton Hofferkamp & Jenks Wealth Management
Texas
$545K -$10.7K -50 -2%
AMG
1478
Advisors Management Group
Wisconsin
$540K – – –
BST
1479
Bath Savings Trust
Maine
$540K +$915 +4 +0.2%
PA
1480
PSI Advisors
Florida
$539K -$417K -1,823 -44%
GWM
1481
Greenwich Wealth Management
Connecticut
$539K +$104K +454 +24%
TAM
1482
Trillium Asset Management
Massachusetts
$538K – – –
AIM
1483
Athena Investment Management
California
$534K -$1.37K -6 -0.3%
CA
1484
Claris Advisors
Missouri
$530K -$40K -175 -7%
MWM
1485
Marion Wealth Management
Pennsylvania
$529K +$1.83K +8 +0.3%
DE
1486
Day & Ennis
Georgia
$528K +$229 +1 +0%
BIP
1487
Blueprint Investment Partners
North Carolina
$528K -$191K -834 -27%
MW
1488
Marcum Wealth
Ohio
$528K +$14.6K +64 +3%
MFC
1489
Mechanics Financial Corp
Ohio
$526K – – –
6F
1490
626 Financial
Michigan
$522K -$114K -496 -18%
FPAS
1491
Focus Partners Advisor Solutions
Missouri
$522K -$1.34M -5,848 -72%
SCA
1492
Stonebridge Capital Advisors
Minnesota
$522K -$33.2K -145 -6%
CAI
1493
Capital Advisors Inc
Oklahoma
$522K +$54.7K +239 +12%
FG
1494
Fiduciary Group
Georgia
$520K -$28.4K -124 -5%
AWM
1495
Aberdeen Wealth Management
Illinois
$519K – – –
BCA
1496
Bay Colony Advisors
Massachusetts
$517K -$251K -1,117 -33%
PTP
1497
Platform Technology Partners
New York
$517K -$56.8K -248 -10%
RMCM
1498
Reynders McVeigh Capital Management
Massachusetts
$515K -$35.7K -156 -6%
HF
1499
HRT Financial
New York
$515K +$515K +2,253 New
1WA
1500
180 Wealth Advisors
Washington
$515K -$7.09K -31 -1%
58 59
60
61 62