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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 %
RCG
1751
Regatta Capital Group
California
$336K – – –
EAM
1752
Evanson Asset Management
California
$335K +$229 +1 +0.1%
EWA
1753
Exencial Wealth Advisors
Oklahoma
$335K -$21.1K -92 -6%
NSAM
1754
North Star Asset Management
Wisconsin
$334K – – –
BFA
1755
Beaumont Financial Advisors
Massachusetts
$334K +$30K +131 +10%
CA
1756
Crewe Advisors
Utah
$332K -$10.3K -45 -3%
CWM
1757
C2C Wealth Management
Arizona
$332K +$332K +1,505 New
FCT
1758
First Community Trust
Iowa
$332K – – –
SIAG
1759
Signet Investment Advisory Group
Rhode Island
$331K -$2.29K -10 -0.7%
SHWM
1760
Silicon Hills Wealth Management
Texas
$330K – – –
CA
1761
Cortland Associates
Missouri
$330K +$12.1K +53 +4%
TW
1762
TrinityPoint Wealth
Connecticut
$330K -$65.7K -287 -17%
FWP
1763
Firethorn Wealth Partners
Georgia
$330K +$869 +4 +0.3%
SSA
1764
South Street Advisors
New York
$330K +$11.4K +50 +4%
LWANC
1765
Laurel Wealth Advisors (North Carolina)
North Carolina
$329K +$198K +867 +152%
AMC
1766
Asset Management Corp
Illinois
$328K +$1.14K +5 +0.4%
SMA
1767
Sage Mountain Advisors
Georgia
$327K +$78.7K +344 +32%
CW
1768
Connectus Wealth
Ohio
$327K +$327K +1,424 New
IIC
1769
Integrated Investment Consultants
Michigan
$326K -$42.3K -185 -11%
PCS
1770
Personal CFO Solutions
New Jersey
$326K -$35K -153 -10%
NWM
1771
Northcape Wealth Management
New York
$325K +$325K +1,422 New
WC
1772
Weil Company
California
$325K +$325K +1,422 New
AWP
1773
Abacus Wealth Partners
California
$325K +$20.6K +96 +7%
BIA
1774
Bigelow Investment Advisors
Maine
$325K -$915 -4 -0.3%
OAM
1775
Occidental Asset Management
California
$325K -$11.4K -50 -3%
69 70
71
72 73