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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 %
DA
1726
Doliver Advisors
Texas
$346K -$6.87K -30 -2%
MCM
1727
Mengis Capital Management
Oregon
$346K +$5.72K +25 +2%
KF
1728
Krilogy Financial
Missouri
$346K +$38.9K +170 +13%
FWM
1729
Fingerlakes Wealth Management
New York
$345K +$1.6K +7 +0.5%
FC
1730
Forte Capital
New York
$345K +$17.2K +75 +5%
RIA
1731
Richwood Investment Advisors
Ohio
$344K – – –
BB
1732
Bell Bank
North Dakota
$344K -$2.06K -9 -0.6%
JWM
1733
Jupiter Wealth Management
Colorado
$343K -$103K -452 -23%
RC
1734
RBO & Co
California
$343K – – –
SC
1735
Schulhoff & Co
Ohio
$343K – – –
CFCI
1736
Comprehensive Financial Consultants Institutional
Indiana
$343K +$915 +4 +0.3%
CCM
1737
Chickasaw Capital Management
Tennessee
$343K – – –
CFAM
1738
Center For Asset Management
Florida
$341K +$229 +1 +0.1%
MPIA
1739
Mountain Pacific Investment Advisers
Idaho
$341K -$128K -561 -27%
FPGK
1740
Financial Partners Group (Kansas)
Kansas
$340K -$17.2K -75 -5%
MHR
1741
Matthew Hamilton Rosenberg
$340K +$13.7K +60 +4%
LMKC
1742
L.M. Kohn & Company
Ohio
$339K +$10.5K +46 +3%
APW
1743
Acima Private Wealth
Virginia
$338K +$13K +57 +4%
CPSAC
1744
Chas P. Smith & Associates (CPS)
Florida
$338K -$6.64K -29 -2%
TA
1745
Tectonic Advisors
Texas
$338K – – –
SEM
1746
Strategic Equity Management
Arizona
$338K +$1.6K +7 +0.5%
CHP
1747
Cable Hill Partners
Oregon
$338K +$101K +443 +43%
PCA
1748
Peddock Capital Advisors
Massachusetts
$336K +$4.58K +20 +1%
PL
1749
Plancorp LLC
Missouri
$336K -$15.1K -66 -4%
TA
1750
TFG Advisers
Michigan
$336K +$16.7K +73 +5%
68 69
70
71 72