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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 %
TGAM
1601
TBH Global Asset Management
Tennessee
$418K +$418K +1,743 New
RFA
1602
Register Financial Advisors
Georgia
$417K +$417K +1,741 New
TBNY
1603
Trustco Bank (New York)
New York
$417K -$2.88K -12 -0.7%
SFG
1604
Sovereign Financial Group
Connecticut
$417K +$23K +96 +6%
T
1605
TOBAM
France
$416K -$270K -1,127 -39%
BFS
1606
Bard Financial Services
Connecticut
$416K +$416K +1,735 New
LA
1607
Legacy Advisors
Pennsylvania
$416K +$68.8K +287 +20%
LA
1608
Latitude Advisors
Florida
$416K -$53.2K -222 -11%
KWM
1609
Kaydan Wealth Management
Michigan
$415K -$6.95K -29 -2%
OW
1610
Olistico Wealth
Oklahoma
$414K +$414K +1,730 New
ARG
1611
Advisory Resource Group
Oklahoma
$414K -$19.6K -82 -5%
TW
1612
TrinityPoint Wealth
Connecticut
$414K -$3.12K -13 -0.7%
VAM
1613
Verity Asset Management
North Carolina
$414K +$414K +1,727 New
RMAM
1614
Raab & Moskowitz Asset Management
New Jersey
$413K – – –
NFSG
1615
Newbridge Financial Services Group
Florida
$411K -$55.6K -232 -12%
CCM
1616
Check Capital Management
California
$411K – – –
AIM
1617
Avity Investment Management
Connecticut
$411K -$82K -342 -17%
PP
1618
PDS Planning
Ohio
$411K +$36.7K +153 +10%
PG
1619
Patten Group
Tennessee
$410K +$1.44K +6 +0.4%
GWS
1620
Glassman Wealth Services
Virginia
$410K +$66.4K +277 +19%
BWM
1621
BigSur Wealth Management
Florida
$410K – – –
SMWM
1622
Silvia McColl Wealth Management
California
$408K +$408K +1,704 New
MIC
1623
Means Investment Company
Maine
$408K +$95.3K +398 +31%
TFA
1624
Trinity Financial Advisors
Ohio
$407K – – –
AIM
1625
Axiom Investment Management
New York
$407K +$351K +1,465 +626%
63 64
65
66 67