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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 %
AW
1801
Apricus Wealth
South Carolina
$315K – – –
BWP
1802
Balboa Wealth Partners
Arizona
$314K -$62K -271 -17%
BW
1803
Bison Wealth
Georgia
$314K – – –
DWM
1804
Destination Wealth Management
California
$313K +$103K +448 +49%
WCA
1805
Waypoint Capital Advisors
Minnesota
$313K -$5.26K -23 -2%
CGA
1806
Crescent Grove Advisors
Illinois
$311K +$11K +48 +4%
GI
1807
GAMCO Investors
Connecticut
$311K +$311K +1,358 New
SWM
1808
Seed Wealth Management
Illinois
$310K – – –
BWM
1809
Birchcreek Wealth Management
Ohio
$310K +$27.7K +121 +10%
WAM
1810
Winslow Asset Management
Ohio
$308K – – –
MGAM
1811
McGowan Group Asset Management
Texas
$308K +$229 +1 +0.1%
CTA
1812
Chesley Taft & Associates
Illinois
$307K +$11K +48 +4%
CFC
1813
Coyle Financial Counsel
Illinois
$307K – – –
CFA
1814
CWS Financial Advisors
Michigan
$307K +$3.66K +16 +1%
DCM
1815
Dudley Capital Management
Virginia
$306K +$11.7K +51 +4%
PIA
1816
Perennial Investment Advisors
California
$306K +$33.2K +145 +12%
LJHT
1817
Laurie J. Hall Trustee
$305K – – –
PWMG
1818
Provence Wealth Management Group
California
$303K +$74.4K +325 +33%
OWM
1819
OneAscent Wealth Management
Alabama
$303K – – –
PCG
1820
Prosperity Consulting Group
Maryland
$302K -$27.2K -119 -8%
OSNBOA
1821
Old Second National Bank of Aurora
Illinois
$302K – – –
MFA
1822
Millington Financial Advisors
Illinois
$302K +$1.37K +6 +0.5%
MCM
1823
Monarch Capital Management
Indiana
$301K – – –
IF
1824
Intrua Financial
Texas
$301K -$223K -1,065 -43%
SM
1825
Sweeney & Michel
California
$301K +$301K +1,329 New
71 72
73
74 75