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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 %
WW
1801
Westshore Wealth
California
$314K – – –
LC
1802
Landaas & Company
Wisconsin
$311K -$349K -1,456 -53%
CFA
1803
Compass Financial Advisors
Indiana
$311K -$24K -100 -7%
CTA
1804
Chesley Taft & Associates
Illinois
$310K – – –
BFA
1805
Benedict Financial Advisors
Georgia
$309K +$479 +2 +0.2%
VanEck Associates
1806
VanEck Associates
New York
$308K +$308K +1,285 New
DCM
1807
Dudley Capital Management
Virginia
$308K +$308K +1,285 New
JE
1808
JMAC Enterprises
Pennsylvania
$308K -$70.4K -294 -19%
SCA
1809
Sandy Cove Advisors
Massachusetts
$307K +$11.5K +48 +4%
SIS
1810
Sound Income Strategies
Florida
$307K +$143K +596 +87%
CFA
1811
CWS Financial Advisors
Michigan
$307K +$307K +1,324 New
GHAM
1812
Gilman Hill Asset Management
Connecticut
$307K – – –
GC
1813
Grimes & Company
Massachusetts
$306K +$1.2K +5 +0.4%
BWP
1814
BSW Wealth Partners
Colorado
$305K +$8.61K +36 +3%
SIC
1815
SJS Investment Consulting
Ohio
$304K -$10.1K -42 -3%
1IA
1816
1834 Investment Advisors
Wisconsin
$304K – – –
JWM
1817
JGP Wealth Management
Oregon
$304K +$719 +3 +0.2%
AFT
1818
Alpha Family Trust
California
$304K +$304K +1,270 New
GLLW
1819
Graves Light Lenhart Wealth
Virginia
$304K +$240 +1 +0.1%
CA
1820
Cornerstone Advisory
Maryland
$303K +$1.92K +8 +0.6%
LFA
1821
Legacy Financial Advisors
Kentucky
$302K +$302K +1,262 New
NLP
1822
Next Level Private
New York
$301K – – –
HA
1823
Herold Advisors
New York
$300K -$8.39K -35 -3%
RTC
1824
Riverview Trust Company
Washington
$300K +$44.5K +186 +17%
OLA
1825
Oliver Luxxe Assets
New Jersey
$299K – – –
71 72
73
74 75