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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 %
ONGA
1501
O'Neil Global Advisors
California
$497K +$497K +2,075 New
GWANC
1502
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K +$34.3K +143 +7%
D
1503
Diversified
Delaware
$497K +$201K +839 +68%
KFA
1504
Kelleher Financial Advisors
New York
$496K +$1.2K +5 +0.2%
NCM
1505
Novare Capital Management
North Carolina
$496K -$35.9K -150 -7%
TCPWM
1506
Traverso Chambers Private Wealth Management
California
$494K -$1.92K -8 -0.4%
SOW
1507
State of Wyoming
Wyoming
$494K +$275K +1,148 +126%
AGA
1508
Accuvest Global Advisors
Utah
$493K +$493K +2,060 New
MPIA
1509
Mountain Pacific Investment Advisers
Idaho
$491K +$240 +1 +0%
BFM
1510
Boston Financial Management
Massachusetts
$491K -$15.6K -65 -3%
FSA
1511
Fort Sheridan Advisors
Illinois
$490K -$71.9K -300 -13%
MCA
1512
Martin Capital Advisors
Texas
$490K +$192K +800 +64%
CAI
1513
Capital Advisors Inc
Oklahoma
$489K -$119K -496 -20%
LAM
1514
L2 Asset Management
Massachusetts
$489K +$31.4K +131 +7%
TIM
1515
Total Investment Management
Arizona
$486K +$3.59K +15 +0.7%
VA
1516
Valmark Advisers
Ohio
$486K +$1.68K +7 +0.3%
AIM
1517
Acropolis Investment Management
Missouri
$484K -$8.63K -36 -2%
WF
1518
Wayfinding Financial
Washington
$483K -$39.2K -185 -8%
MYIA
1519
Mount Yale Investment Advisors
Colorado
$483K +$33.3K +139 +7%
MSCM
1520
McElhenny Sheffield Capital Management
Texas
$483K – – –
WQ
1521
Wealth Quarterback
New Jersey
$480K +$78.8K +329 +20%
ESCM
1522
Echo Street Capital Management
New York
$480K +$480K +2,003 New
BCM
1523
Bienville Capital Management
New York
$479K – – –
JWBC
1524
J.W. Burns & Co
New York
$479K -$3.59K -15 -0.7%
CCG
1525
Ceeto Capital Group
Florida
$479K – – –
59 60
61
62 63