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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 %
SFS
1701
Strategic Financial Services
New York
$367K -$1.31M -5,471 -78%
DBT
1702
Dubuque Bank & Trust
Iowa
$366K +$5.52K +23 +2%
LNB
1703
Ledyard National Bank
$366K – – –
FWP
1704
Firethorn Wealth Partners
Georgia
$363K +$363K +1,514 New
BB
1705
Bell Bank
North Dakota
$362K – – –
CPSAC
1706
Chas P. Smith & Associates (CPS)
Florida
$361K -$23K -96 -6%
RIA
1707
Richwood Investment Advisors
Ohio
$361K +$8.15K +34 +2%
HWA
1708
Heartwood Wealth Advisors
Virginia
$360K +$958 +4 +0.3%
FWM
1709
Fingerlakes Wealth Management
New York
$360K +$1.92K +8 +0.5%
SC
1710
Schulhoff & Co
Ohio
$359K -$35.9K -150 -9%
LI
1711
Lafayette Investments
Maryland
$359K – – –
RC
1712
RBO & Co
California
$359K – – –
CCM
1713
Chickasaw Capital Management
Tennessee
$359K – – –
CA
1714
Crewe Advisors
Utah
$358K +$254K +1,059 +242%
HWM
1715
Hohimer Wealth Management
Washington
$357K +$3.36K +14 +0.9%
HCM
1716
Highview Capital Management
Illinois
$357K – – –
CFAM
1717
Center For Asset Management
Florida
$357K +$240 +1 +0.1%
IAA
1718
Independent Advisor Alliance
North Carolina
$356K -$1.03K -188 -0.3%
MCM
1719
Mengis Capital Management
Oregon
$356K – – –
DCM
1720
Dupont Capital Management
Delaware
$355K -$76.2K -318 -18%
LWM
1721
Laidlaw Wealth Management
New York
$354K -$89.1K -372 -20%
TA
1722
Tectonic Advisors
Texas
$354K – – –
OAM
1723
Occidental Asset Management
California
$352K +$352K +1,470 New
SEM
1724
Strategic Equity Management
Arizona
$352K +$1.68K +7 +0.5%
EAM
1725
Evanson Asset Management
California
$351K -$183K -765 -34%
67 68
69
70 71