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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 %
NSAM
1726
North Star Asset Management
Wisconsin
$350K -$40.7K -170 -10%
WFMPM
1727
Woodley Farra Manion Portfolio Management
Indiana
$350K -$18K -75 -5%
LA
1728
LVW Advisors
New York
$349K +$10.1K +42 +3%
MWP
1729
Meredith Wealth Planning
Illinois
$349K +$349K +1,455 New
SIAG
1730
Signet Investment Advisory Group
Rhode Island
$349K -$2.4K -10 -0.7%
LAM
1731
Lifestyle Asset Management
Texas
$348K +$348K +1,454 New
PCA
1732
Peddock Capital Advisors
Massachusetts
$347K -$53.9K -225 -13%
FCT
1733
First Community Trust
Iowa
$347K – – –
ZIG
1734
Zullo Investment Group
Pennsylvania
$346K +$3.59K +15 +1%
SHWM
1735
Silicon Hills Wealth Management
Texas
$346K – – –
PCG
1736
Prosperity Consulting Group
Maryland
$345K -$4.55K -19 -1%
LMKC
1737
L.M. Kohn & Company
Ohio
$345K +$14.1K +59 +4%
FC
1738
Forte Capital
New York
$343K -$2.64K -11 -0.8%
AMC
1739
Asset Management Corp
Illinois
$342K +$1.44K +6 +0.4%
MHR
1740
Matthew Hamilton Rosenberg
$341K – – –
BIA
1741
Bigelow Investment Advisors
Maine
$341K -$44.6K -186 -12%
APW
1742
Acima Private Wealth
Virginia
$340K – – –
PAM
1743
Premier Asset Management
Illinois
$340K +$10.3K +43 +3%
AWP
1744
Abacus Wealth Partners
California
$339K – – –
FFG
1745
Frisch Financial Group
New York
$339K +$1.92K +8 +0.6%
AL
1746
ACAS LLC
California
$338K +$338K +1,412 New
CRI
1747
Colonial River Investments
Virginia
$338K -$29.5K -123 -8%
AA
1748
AF Advisors
California
$338K – – –
CWM
1749
CarsonAllaria Wealth Management
Illinois
$338K +$200K +833 +145%
GSIAS
1750
Garden State Investment Advisory Services
New Jersey
$337K +$337K +1,406 New
68 69
70
71 72