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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 %
BWM
1676
BNC Wealth Management
Oregon
$374K +$686 +3 +0.2%
APWM
1677
Atlas Private Wealth Management
New York
$374K -$5.49K -24 -1%
CNB
1678
Camden National Bank
Maine
$373K +$4.58K +20 +1%
HFM
1679
Harvest Fund Management
China
$373K -$389K -1,701 -51%
IAS
1680
Insigneo Advisory Services
Florida
$373K +$4.58K +20 +1%
SC
1681
Sepio Capital
Utah
$372K +$5.26K +23 +1%
AMM
1682
American Money Management
California
$372K +$915 +4 +0.2%
MIP
1683
Marietta Investment Partners
Wisconsin
$372K – – –
SFG
1684
Sunburst Financial Group
Alabama
$371K -$10.8K -47 -3%
WA
1685
Wealth Alliance
New York
$370K +$2.75K +12 +0.7%
BRA
1686
Bender Robert & Associates
California
$370K – – –
TWM
1687
Thrive Wealth Management
Pennsylvania
$370K +$85.6K +374 +30%
SWMG
1688
Sanchez Wealth Management Group
Florida
$369K +$1.83K +8 +0.5%
AC
1689
Addison Capital
Pennsylvania
$369K +$16.5K +72 +5%
GBT
1690
Grove Bank & Trust
Florida
$368K -$35.9K -157 -9%
WMA
1691
Wealth Management Associates
New Jersey
$368K +$10.3K +45 +3%
VBFG
1692
Vishria Bird Financial Group
Tennessee
$368K – – –
CAM
1693
Cypress Asset Management
Texas
$367K +$367K +1,605 New
TVAMP
1694
Tennessee Valley Asset Management Partners
Tennessee
$367K +$1.37K +6 +0.4%
PI
1695
PFS Investments
Georgia
$367K – – –
ICM
1696
IMS Capital Management
Oregon
$366K – – –
WMG
1697
WESCAP Management Group
California
$366K – – –
PWP
1698
Pursue Wealth Partners
California
$366K – – –
DCM
1699
Dupont Capital Management
Delaware
$365K +$26.3K +115 +8%
TBNY
1700
Trustco Bank (New York)
New York
$364K -$34.3K -150 -9%
66 67
68
69 70