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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 %
NRC
1651
New Republic Capital
North Carolina
$389K +$389K +1,625 New
MIP
1652
Marietta Investment Partners
Wisconsin
$389K +$77.6K +324 +25%
PCM
1653
Penserra Capital Management
California
$389K +$389K +1,630 New
AMM
1654
American Money Management
California
$389K -$55.8K -233 -13%
FPGK
1655
Financial Partners Group (Kansas)
Kansas
$387K +$42.9K +173 +12%
BRA
1656
Bender Robert & Associates
California
$387K – – –
SC
1657
Stephens Consulting
Michigan
$387K -$24K -100 -6%
WPC
1658
Waters Parkerson & Co
Louisiana
$386K -$23.9K -100 -6%
CNB
1659
Camden National Bank
Maine
$386K – – –
IIC
1660
Integrated Investment Consultants
Michigan
$385K +$62.5K +261 +19%
VBFG
1661
Vishria Bird Financial Group
Tennessee
$385K – – –
IAS
1662
Insigneo Advisory Services
Florida
$385K +$385K +1,609 New
SWMG
1663
Sanchez Wealth Management Group
Florida
$385K +$1.92K +8 +0.5%
WA
1664
Wealth Alliance
New York
$385K -$5.27K -22 -1%
SC
1665
Sepio Capital
Utah
$384K +$71.6K +299 +23%
SG Americas Securities
1666
SG Americas Securities
New York
$384K -$7.83M -32,631 -95%
PWM
1667
PBMares Wealth Management
Virginia
$384K – – –
SIM
1668
SSI Investment Management
California
$384K – – –
ICM
1669
IMS Capital Management
Oregon
$383K – – –
WMG
1670
WESCAP Management Group
California
$383K – – –
PWP
1671
Pursue Wealth Partners
California
$383K – – –
TVAMP
1672
Tennessee Valley Asset Management Partners
Tennessee
$383K +$1.44K +6 +0.4%
PWM
1673
Paulson Wealth Management
Illinois
$382K +$382K +1,593 New
CFCI
1674
Comprehensive Financial Consultants Institutional
Indiana
$382K – – –
CWA
1675
Centennial Wealth Advisory
Michigan
$381K +$21.8K +91 +6%
65 66
67
68 69