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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 %
SWM
1776
Seed Wealth Management
Illinois
$325K +$325K +1,355 New
RZH
1777
Relyea Zuckerberg Hanson
Connecticut
$324K +$324K +1,350 New
VNA
1778
Valley National Advisers
Pennsylvania
$323K – – –
WAM
1779
Winslow Asset Management
Ohio
$322K – – –
MGAM
1780
McGowan Group Asset Management
Texas
$322K +$322K +1,343 New
KF
1781
Krilogy Financial
Missouri
$322K +$322K +1,342 New
GWM
1782
Guardian Wealth Management
Illinois
$321K -$1.44K -6 -0.4%
YWP
1783
YorkBridge Wealth Partners
New York
$321K – – –
CFC
1784
Coyle Financial Counsel
Illinois
$321K – – –
ESBC
1785
E.S. Barr & Co
Kentucky
$321K – – –
LJHT
1786
Laurie J. Hall Trustee
$319K – – –
WP
1787
WealthShield Partners
North Carolina
$319K -$99.6K -416 -24%
BFA
1788
Beaumont Financial Advisors
Massachusetts
$318K +$4.31K +18 +1%
OWM
1789
OneAscent Wealth Management
Alabama
$317K +$317K +1,324 New
IAP
1790
Indie Asset Partners
Indiana
$316K – – –
BSB
1791
Bangor Savings Bank
Maine
$316K – – –
OSNBOA
1792
Old Second National Bank of Aurora
Illinois
$316K -$265K -1,106 -46%
FAFN
1793
First Affirmative Financial Network
Colorado
$316K -$87K -363 -22%
PFGIA
1794
Patriot Financial Group Insurance Agency
Massachusetts
$316K -$51.3K -214 -14%
MCM
1795
Monarch Capital Management
Indiana
$316K – – –
AAMC
1796
Asset Allocation & Management Company
Illinois
$315K -$119K -498 -27%
STA
1797
Summit Trail Advisors
New York
$315K -$85K -355 -21%
MFA
1798
Millington Financial Advisors
Illinois
$314K +$314K +1,312 New
PRS
1799
Pinkerton Retirement Specialists
Idaho
$314K +$314K +1,312 New
CGA
1800
Crescent Grove Advisors
Illinois
$314K -$113K -471 -26%
70 71
72
73 74