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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 %
LCM
1526
LVM Capital Management
Michigan
$494K -$17.2K -75 -3%
MAWCM
1527
Mine & Arao Wealth Creation & Management
California
$494K -$6.18K -27 -1%
BWP
1528
Baldwin Wealth Partners
Massachusetts
$493K – – –
HFG
1529
Heron Financial Group
New York
$492K -$21.7K -95 -4%
QCM
1530
Qsemble Capital Management
New York
$492K +$492K +2,150 New
BFG
1531
Berger Financial Group
Minnesota
$491K +$915 +4 +0.2%
SAM
1532
Sompo Asset Management
Japan
$490K +$59.5K +260 +14%
FMLI
1533
Fukoku Mutual Life Insurance
Japan
$489K -$259K -1,131 -35%
WIC
1534
Woodmont Investment Counsel
Tennessee
$489K -$620K -2,710 -56%
CPA
1535
Capital Planning Advisors
California
$485K +$2.29K +10 +0.5%
FFC
1536
First Financial Corp
Indiana
$485K -$8.93K -39 -2%
PCI
1537
Planning Center Inc
Illinois
$483K – – –
HFBOT
1538
Home Federal Bank of Tennessee
Tennessee
$483K – – –
HGERS
1539
Householder Group Estate & Retirement Specialist
Arizona
$482K +$482K +2,107 New
MA
1540
McBroom & Associates
Nevada
$481K – – –
FC
1541
Financial Consulate
Maryland
$481K – – –
ACP
1542
Arcus Capital Partners
Georgia
$478K +$686 +3 +0.1%
AWM
1543
Avior Wealth Management
Nebraska
$477K +$237K +1,036 +99%
PP
1544
PDS Planning
Ohio
$477K +$84.9K +371 +22%
ASC
1545
Atalanta Sosnoff Capital
New York
$477K -$17.9K -78 -4%
KFA
1546
Kelleher Financial Advisors
New York
$475K +$1.14K +5 +0.2%
BWA
1547
BlueSky Wealth Advisors
North Carolina
$474K -$1.83K -8 -0.4%
TFO
1548
Tarbox Family Office
California
$474K -$71.2K -311 -13%
TCPWM
1549
Traverso Chambers Private Wealth Management
California
$472K – – –
MSCM
1550
McElhenny Sheffield Capital Management
Texas
$472K +$10.8K +47 +2%
60 61
62
63 64