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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 %
ACA
1701
Affinity Capital Advisors
California
$364K +$915 +4 +0.3%
RPWA
1702
Regent Peak Wealth Advisors
Georgia
$363K -$12.8K -56 -3%
FFG
1703
Frisch Financial Group
New York
$362K +$38.9K +170 +12%
MWP
1704
Meredith Wealth Planning
Illinois
$362K +$28.6K +125 +9%
BMCM
1705
Bryn Mawr Capital Management
Pennsylvania
$361K – – –
OA
1706
Operose Advisors
Wisconsin
$361K +$1.37K +6 +0.4%
DIA
1707
Davidson Investment Advisors
Montana
$359K -$25.2K -110 -7%
WPC
1708
Waters Parkerson & Co
Louisiana
$358K -$11.5K -50 -3%
AA
1709
Addison Advisors
Vermont
$358K -$21.7K -95 -6%
SSW
1710
Smith Shellnut Wilson
Mississippi
$358K – – –
RWM
1711
RKL Wealth Management
Pennsylvania
$357K -$14.6K -64 -4%
SFO
1712
Stokes Family Office
Louisiana
$357K -$14.6K -64 -4%
CC
1713
Corton Capital
Ontario, Canada
$356K -$164K -715 -31%
QC
1714
QCM Cayman
Texas
$356K +$356K +1,554 New
QFA
1715
Quantum Financial Advisors
California
$355K – – –
KA
1716
KLCM Advisors
Wisconsin
$354K -$122K -534 -26%
SWM
1717
Sugarloaf Wealth Management
Georgia
$353K -$3.66K -16 -1%
ORAM
1718
One River Asset Management
Connecticut
$353K +$148K +656 +72%
COCM
1719
Charter Oak Capital Management
New Hampshire
$353K +$1.37K +6 +0.4%
SA
1720
SAM Advisors
California
$352K – – –
GA
1721
GraniteShares Advisors
New York
$352K -$27.9K -122 -7%
BWA
1722
BDO Wealth Advisors
Florida
$351K – – –
ZIG
1723
Zullo Investment Group
Pennsylvania
$348K +$16.7K +73 +5%
EWA
1724
EP Wealth Advisors
California
$347K +$85.5K +1,870 +33%
DBT
1725
Dubuque Bank & Trust
Iowa
$346K -$2.75K -12 -0.8%
67 68
69
70 71