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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
1551
Constitution Capital
Connecticut
$455K – – –
SIAP
1552
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$453K -$47.7K -199 -10%
CI
1553
CPR Investments
Michigan
$452K +$452K +1,888 New
AP
1554
Appleton Partners
Massachusetts
$452K -$2.4K -10 -0.5%
FAB
1555
First American Bank
Illinois
$451K -$115K -481 -20%
BCAM
1556
Boston Common Asset Management
Massachusetts
$451K +$8.15K +34 +2%
MA
1557
MCF Advisors
Kentucky
$451K +$3.35K +14 +0.7%
SAM
1558
Sompo Asset Management
Japan
$450K -$52.7K -220 -10%
WP
1559
Westmount Partners
California
$450K +$450K +1,879 New
FWTB
1560
First Western Trust Bank
Colorado
$450K -$479 -2 -0.1%
RW
1561
REDW Wealth
New Mexico
$450K – – –
JSW
1562
Journey Strategic Wealth
New Jersey
$449K +$23K +96 +5%
NAS
1563
Nicolet Advisory Services
Wisconsin
$448K -$1.25K -5 -0.3%
KFI
1564
Key Financial Inc
Pennsylvania
$447K – – –
SAF
1565
Smith Anglin Financial
Texas
$446K -$12.2K -51 -3%
ACS
1566
Archford Capital Strategies
Illinois
$443K +$240 +1 +0.1%
BFC
1567
Bedel Financial Consulting
Indiana
$441K -$52.7K -220 -11%
NPPM
1568
North Point Portfolio Managers
Ohio
$440K – – –
II
1569
Inspire Investing
Idaho
$440K -$86.7K -362 -16%
HGWM
1570
Horst & Graben Wealth Management
Oregon
$439K +$2.16K +9 +0.5%
SIC
1571
Shoker Investment Counsel
Ohio
$438K +$2.16K +9 +0.5%
APA
1572
Astoria Portfolio Advisors
New York
$438K -$50.2K -201 -10%
VCP
1573
Verus Capital Partners
Arizona
$437K -$29.2K -122 -6%
EP
1574
Edgestream Partners
New Jersey
$437K -$281K -1,172 -39%
MHWM
1575
Montz Harcus Wealth Management
Louisiana
$437K +$12K +50 +3%
61 62
63
64 65