CAT icon

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 %
MPW
1826
Monterey Private Wealth
California
$298K -$6.95K -29 -2%
CWM
1827
Calamos Wealth Management
Illinois
$298K – – –
EA
1828
Eudaimonia Advisors
Tennessee
$298K -$7.67K -32 -3%
TWM
1829
Thrive Wealth Management
Pennsylvania
$297K +$297K +1,242 New
HC
1830
Hamilton Capital
Ohio
$297K +$297K +1,239 New
BFA
1831
Beacon Financial Advisory
Ohio
$296K +$239 +1 +0.1%
TIM
1832
Tortoise Investment Management
New York
$295K – – –
LWP
1833
Lumature Wealth Partners
Georgia
$295K -$8.15K -34 -3%
BWM
1834
Birchcreek Wealth Management
Ohio
$295K – – –
GAM
1835
Gould Asset Management
California
$295K -$94.6K -395 -24%
SAS
1836
Stelac Advisory Services
New York
$295K – – –
RCG
1837
Resource Consulting Group
Florida
$293K – – –
WAM
1838
WNY Asset Management
New York
$292K +$292K +1,220 New
GP
1839
Greenline Partners
New York
$289K +$289K +1,205 New
CRG
1840
Cornerstone Retirement Group
Nevada
$288K +$288K +1,204 New
OCM
1841
Objective Capital Management
Ohio
$288K +$288K +1,202 New
OFG
1842
OmniStar Financial Group
North Carolina
$288K +$288K +1,202 New
NC
1843
NBW Capital
Massachusetts
$288K +$288K +1,201 New
FC
1844
FCA Corp
Texas
$287K +$287K +1,200 New
AFAS
1845
Acorn Financial Advisory Services
Virginia
$287K +$287K +1,199 New
TA
1846
TruWealth Advisors
Louisiana
$287K +$287K +1,198 New
DJSG
1847
D.J. St. Germain
Massachusetts
$287K +$66.3K +1,670 +30%
OCM
1848
One Capital Management
California
$287K -$56.8K -237 -17%
HCM
1849
Hutchinson Capital Management
California
$286K -$120K -501 -30%
PGIM
1850
Pacific Global Investment Management
California
$286K +$286K +1,194 New
72 73
74
75 76