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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 %
ESBC
1826
E.S. Barr & Co
Kentucky
$300K -$5.72K -25 -2%
AAMC
1827
Asset Allocation & Management Company
Illinois
$300K – – –
FA
1828
Fagan Associates
New York
$300K +$31.4K +137 +12%
HA
1829
Herold Advisors
New York
$298K +$11.7K +51 +4%
QPBE
1830
Quintet Private Bank (Europe)
Luxembourg
$298K +$298K +1,302 New
EA
1831
Eudaimonia Advisors
Tennessee
$297K +$13.3K +58 +5%
GCMG
1832
Gyroscope Capital Management Group
Florida
$297K +$297K +1,300 New
LC
1833
Landaas & Company
Wisconsin
$297K – – –
GSIAS
1834
Garden State Investment Advisory Services
New Jersey
$297K -$25.2K -110 -8%
RFA
1835
Register Financial Advisors
Georgia
$296K -$103K -450 -26%
BSB
1836
Bangor Savings Bank
Maine
$295K -$5.95K -26 -2%
SGCA
1837
Steel Grove Capital Advisors
Tennessee
$295K +$295K +1,287 New
SCA
1838
Sandy Cove Advisors
Massachusetts
$294K – – –
CS
1839
Capital Square
Tennessee
$293K -$27.6K -132 -9%
GHAM
1840
Gilman Hill Asset Management
Connecticut
$293K – – –
CA
1841
Cornerstone Advisory
Maryland
$291K +$1.83K +8 +0.6%
GM
1842
GeoWealth Management
Illinois
$291K -$68.4K -299 -19%
CAC
1843
Certified Advisory Corp
Florida
$291K +$51.9K +227 +22%
AFT
1844
Alpha Family Trust
California
$291K – – –
GLLW
1845
Graves Light Lenhart Wealth
Virginia
$291K +$458 +2 +0.2%
SIC
1846
SJS Investment Consulting
Ohio
$290K -$458 -2 -0.2%
DU
1847
Delphia (USA)
Ontario, Canada
$290K -$189K -826 -39%
VNA
1848
Valley National Advisers
Pennsylvania
$289K – – –
QC
1849
Quent Capital
New York
$288K +$37K +162 +15%
LFA
1850
Legacy Financial Advisors
Kentucky
$288K -$1.15K -5 -0.4%
72 73
74
75 76