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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 %
RCA
1601
Ranch Capital Advisors
Florida
$425K -$28.6K -125 -6%
BFM
1602
Boston Financial Management
Massachusetts
$424K -$45.5K -199 -10%
RF
1603
Rollins Financial
Georgia
$423K +$108K +470 +34%
SIAP
1604
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$421K -$11.2K -49 -3%
HGWM
1605
Horst & Graben Wealth Management
Oregon
$421K +$2.06K +9 +0.5%
SIC
1606
Shoker Investment Counsel
Ohio
$421K +$2.06K +9 +0.5%
NC
1607
NovaPoint Capital
Georgia
$421K +$421K +1,838 New
MHWM
1608
Montz Harcus Wealth Management
Louisiana
$419K +$2.06K +9 +0.5%
RMAM
1609
Raab & Moskowitz Asset Management
New Jersey
$417K +$22K +96 +6%
NPPM
1610
North Point Portfolio Managers
Ohio
$416K -$5.03K -22 -1%
WKWM
1611
Walter & Keenan Wealth Management
Indiana
$415K – – –
JSW
1612
Journey Strategic Wealth
New Jersey
$415K -$14.4K -63 -3%
JWM
1613
Jeppson Wealth Management
California
$414K – – –
MA
1614
MBA Advisors
Pennsylvania
$413K – – –
LA
1615
Legacy Advisors
Pennsylvania
$413K +$15.8K +69 +4%
BBNB
1616
Baker Boyer National Bank
Washington
$412K – – –
LI
1617
Lafayette Investments
Maryland
$412K +$68.7K +300 +20%
MIC
1618
Means Investment Company
Maine
$409K +$19.9K +87 +5%
BFC
1619
Bedel Financial Consulting
Indiana
$409K -$12.8K -56 -3%
WTFG
1620
Wells Trecaso Financial Group
Ohio
$408K – – –
FAG
1621
Fortitude Advisory Group
Washington
$408K +$6.87K +30 +2%
CG
1622
Cynosure Group
Utah
$408K -$416K -1,818 -51%
LA
1623
Lakeside Advisors
Washington
$407K +$229 +1 +0.1%
LP
1624
LMR Partners
United Kingdom
$407K +$407K +1,778 New
SMH
1625
Sanders Morris Harris
Texas
$406K – – –
63 64
65
66 67