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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 %
TSS
1626
Thomas Story & Son
Indiana
$407K – – –
CCIA
1627
Campbell & Co Investment Adviser
Maryland
$407K +$407K +1,698 New
RDWM
1628
Red Door Wealth Management
Tennessee
$405K -$214K -893 -35%
SWP
1629
Summit Wealth Partners
Florida
$405K +$1.44K +6 +0.4%
DIA
1630
Davidson Investment Advisors
Montana
$402K +$2.4K +10 +0.6%
TWM
1631
Tradition Wealth Management
Minnesota
$402K +$1.91K +8 +0.5%
FF
1632
Fluent Financial
Texas
$400K -$1.4M -5,861 -78%
GA
1633
Geller Advisors
New York
$400K +$400K +1,668 New
SFG
1634
Sunburst Financial Group
Alabama
$399K – – –
PFG
1635
Pinnacle Financial Group
Illinois
$399K +$13.7K +57 +4%
RFA
1636
Resurgent Financial Advisors
Georgia
$398K +$2.87K +12 +0.7%
GA
1637
GraniteShares Advisors
New York
$397K -$58.2K -243 -13%
AA
1638
Addison Advisors
Vermont
$397K +$10.3K +43 +3%
APWM
1639
Atlas Private Wealth Management
New York
$397K +$240 +1 +0.1%
WDA
1640
Wendell David Associates
New Hampshire
$396K -$6.95K -29 -2%
FBC
1641
Fairfield, Bush & Co
Connecticut
$396K +$7.9K +33 +2%
EFH
1642
Eaton Financial Holdings
Florida
$396K +$396K +1,651 New
THWM
1643
Taylor Hoffman Wealth Management
Virginia
$395K -$167K -698 -30%
RPWA
1644
Regent Peak Wealth Advisors
Georgia
$394K +$2.87K +12 +0.7%
BWP
1645
Balboa Wealth Partners
Arizona
$393K +$86.5K +361 +28%
DWP
1646
Daymark Wealth Partners
Ohio
$393K +$393K +1,639 New
BWM
1647
BNC Wealth Management
Oregon
$391K -$3.59K -15 -0.9%
BW
1648
Bison Wealth
Georgia
$391K – – –
RWM
1649
RKL Wealth Management
Pennsylvania
$390K +$24K +100 +7%
SFO
1650
Stokes Family Office
Louisiana
$389K +$3.83K +16 +1%
64 65
66
67 68