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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 %
ACA
1676
Affinity Capital Advisors
California
$380K +$958 +4 +0.3%
BMCM
1677
Bryn Mawr Capital Management
Pennsylvania
$378K +$378K +1,578 New
PCS
1678
Personal CFO Solutions
New Jersey
$378K +$378K +1,576 New
OA
1679
Operose Advisors
Wisconsin
$376K +$1.44K +6 +0.4%
GM
1680
GeoWealth Management
Illinois
$376K -$319K -1,332 -46%
TAIM
1681
TD Ameritrade Investment Management
Nebraska
$376K -$268K -1,119 -42%
SAS
1682
Sanford Advisory Services
Michigan
$376K – – –
SSW
1683
Smith Shellnut Wilson
Mississippi
$374K +$4.55K +19 +1%
WMA
1684
Wealth Management Associates
New Jersey
$374K +$17K +71 +5%
SWM
1685
Sugarloaf Wealth Management
Georgia
$373K -$25.6K -107 -6%
HIIFS
1686
Harel Insurance Investments & Financial Services
Israel
$373K -$177K -741 -32%
TWM
1687
TriaGen Wealth Management
California
$373K +$373K +1,556 New
EWA
1688
Exencial Wealth Advisors
Oklahoma
$372K +$39.8K +166 +12%
QFA
1689
Quantum Financial Advisors
California
$372K +$2.16K +9 +0.6%
EVM
1690
Evelyn V. Moreno
$371K +$371K +1,550 New
DFG
1691
Delta Financial Group
New Jersey
$370K +$370K +1,522 New
DA
1692
Doliver Advisors
Texas
$370K -$2.4K -10 -0.6%
AC
1693
Addison Capital
Pennsylvania
$369K -$1.44K -6 -0.4%
SA
1694
SAM Advisors
California
$369K – – –
WFI
1695
West Family Investments
California
$369K +$5.03K +21 +1%
COCM
1696
Charter Oak Capital Management
New Hampshire
$368K -$1.68K -7 -0.5%
PL
1697
Plancorp LLC
Missouri
$368K -$3.35K -14 -0.9%
CS
1698
Capital Square
Tennessee
$368K – – –
BWA
1699
BDO Wealth Advisors
Florida
$367K -$12.7K -53 -3%
AC
1700
Avestar Capital
New York
$367K +$63.5K +265 +21%
66 67
68
69 70