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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
$519M
2
Barclays
Barclays
United Kingdom
$535M
3
Citigroup
Citigroup
New York
$438M
4
AWA
Arete Wealth Advisors
Illinois
$1.34B
5
Morgan Stanley
Morgan Stanley
New York
$1.58B

Top Sellers

1
AS
Altshuler Shaham
Israel
$207M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$627M
4
Goldman Sachs
Goldman Sachs
New York
$648M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
1876
Beacon Financial Group
Texas
$273K +$273K +1,137 New
CCG
1877
Coastwise Capital Group
California
$273K +$273K +1,140 New
SW
1878
SkyOak Wealth
Michigan
$273K +$273K +1,139 New
SIA
1879
Sage Investment Advisers
New York
$272K +$272K +1,135 New
OC
1880
Oakworth Capital
Alabama
$272K -$4.31K -18 -2%
ACM
1881
AUA Capital Management
Pennsylvania
$271K – – –
KAM
1882
KEB Asset Management
Illinois
$271K +$271K +1,133 New
TA
1883
Tiedemann Advisors
New York
$271K +$271K +1,132 New
AWG
1884
Altus Wealth Group
Colorado
$271K -$101K -422 -27%
LWM
1885
LJI Wealth Management
Indiana
$269K +$269K +1,122 New
SCM
1886
Spring Capital Management
Texas
$268K +$268K +1,120 New
OPTFSNA
1887
Old Point Trust & Financial Services N A
Virginia
$268K +$268K +1,120 New
BBNA
1888
Bremer Bank National Association
Minnesota
$268K +$268K +1,117 New
JF
1889
Joule Financial
Kentucky
$268K +$268K +1,118 New
HCM
1890
Hengehold Capital Management
Ohio
$266K +$266K +1,110 New
FFWM
1891
Future Financial Wealth Management
Ohio
$265K -$47.9K -200 -15%
CVM
1892
Cheviot Value Management
California
$265K +$265K +1,108 New
IP
1893
Isthmus Partners
Wisconsin
$265K +$265K +1,107 New
IFAM
1894
Institutional & Family Asset Management
Colorado
$265K +$1.44K +6 +0.5%
TCM
1895
True Capital Management
California
$265K +$265K +1,106 New
SB
1896
Sunflower Bank
Texas
$265K +$265K +1,105 New
LSPW
1897
Lake Street Private Wealth
Illinois
$265K -$49.4K -206 -16%
SWM
1898
Selective Wealth Management
Virginia
$264K -$49.9K -200 -16%
SCFS
1899
S.C. Financial Services
Arizona
$264K +$264K +1,101 New
SXL
1900
Summit X LLC
Missouri
$264K -$49K -274 -16%
74 75
76
77 78