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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 %
MC
1776
Machina Capital
France
$324K +$324K +1,416 New
CWM
1777
CarsonAllaria Wealth Management
Illinois
$324K +$1.15K +5 +0.4%
AC
1778
Avestar Capital
New York
$324K -$27.5K -120 -8%
LWM
1779
Laidlaw Wealth Management
New York
$323K -$14.9K -65 -4%
AL
1780
ACAS LLC
California
$323K – – –
LNB
1781
Ledyard National Bank
$323K -$26.3K -115 -8%
WFA
1782
WestHill Financial Advisors
California
$323K -$91.5K -400 -22%
VanEck Associates
1783
VanEck Associates
New York
$322K +$27.5K +120 +9%
WP
1784
WealthShield Partners
North Carolina
$322K +$17.4K +76 +6%
PFG
1785
Prosperity Financial Group
California
$321K +$3.2K +14 +1%
FNC
1786
First National Corp
Massachusetts
$320K – – –
NJBEST
1787
New Jersey Better Educational Savings Trust
New Jersey
$320K – – –
WSCM
1788
Wellington Shields Capital Management
New York
$320K – – –
AA
1789
Alta Advisers
United Kingdom
$320K – – –
IIM
1790
Ironwood Investment Management
Massachusetts
$320K – – –
GKWIM
1791
Gerber Kawasaki Wealth & Investment Management
California
$320K +$2.06K +9 +0.6%
EFG
1792
Everhart Financial Group
Ohio
$319K +$82.4K +360 +35%
WW
1793
Westshore Wealth
California
$318K +$18.1K +79 +6%
NFG
1794
Nadler Financial Group
Illinois
$317K +$4.12K +18 +1%
LWM
1795
Liberty Wealth Management
California
$317K +$317K +1,378 New
SWA
1796
SFMG Wealth Advisors
Texas
$316K +$2.98K +13 +1%
EFSCE
1797
Enterprise Financial Services Corp (EFSC)
Missouri
$316K -$3.66K -16 -1%
WSWA
1798
Warren Street Wealth Advisors
California
$316K +$5.26K +23 +2%
BF
1799
Blankinship & Foster
California
$315K – – –
CRI
1800
Colonial River Investments
Virginia
$315K -$8.01K -35 -2%
70 71
72
73 74