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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 %
CWA
1851
CJM Wealth Advisers
Virginia
$286K +$286K +1,193 New
WAG
1852
Wallace Advisory Group
California
$286K +$286K +1,193 New
MAM
1853
Marotta Asset Management
Virginia
$286K -$26.6K -111 -9%
BA
1854
Bristlecone Advisors
Washington
$286K +$286K +1,192 New
PIA
1855
Perennial Investment Advisors
California
$285K +$285K +1,190 New
CCM
1856
Canal Capital Management
Virginia
$284K +$284K +1,184 New
WCA
1857
Westover Capital Advisors
Delaware
$283K +$283K +1,183 New
HAG
1858
HF Advisory Group
Maryland
$283K +$283K +1,183 New
BF
1859
Brogan Financial
Tennessee
$283K +$283K +1,182 New
MVA
1860
Mount Vernon Associates
Maryland
$282K +$282K +1,176 New
CA
1861
CapWealth Advisors
Tennessee
$282K +$282K +1,176 New
FA
1862
Fagan Associates
New York
$281K +$281K +1,173 New
FWM
1863
FMB Wealth Management
California
$280K +$280K +1,170 New
SCP
1864
Shorepoint Capital Partners
Massachusetts
$280K +$280K +1,170 New
GWM
1865
GSB Wealth Management
Connecticut
$280K +$280K +1,168 New
T
1866
TCWP
Ohio
$280K +$280K +1,168 New
BCG
1867
Breakwater Capital Group
New Jersey
$279K +$279K +1,165 New
JWM
1868
Jessup Wealth Management
Ohio
$278K +$278K +1,159 New
D
1869
Dentgroup
Louisiana
$277K +$239 +1 +0.1%
RCWM
1870
Royal Capital Wealth Management
Indiana
$277K +$277K +1,158 New
EWM
1871
Executive Wealth Management
Michigan
$276K +$276K +1,153 New
EBA
1872
Eagle Bay Advisors
New York
$276K +$42.6K +178 +18%
F
1873
F3Logic
Minnesota
$275K +$275K +1,146 New
GBS
1874
Gallagher Benefit Services
Illinois
$275K +$275K +1,146 New
ETIA
1875
Epic Trust Investment Advisors
Washington
$274K +$274K +1,145 New
73 74
75
76 77