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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 %
GP
1876
Greenline Partners
New York
$276K – – –
BCG
1877
Breakwater Capital Group
New Jersey
$275K +$8.7K +38 +3%
HCM
1878
Hutchinson Capital Management
California
$275K +$1.6K +7 +0.6%
SSG
1879
Summit Securities Group
New York
$275K -$288K -1,257 -51%
LWP
1880
Lumature Wealth Partners
Georgia
$275K -$7.32K -32 -3%
FC
1881
FCA Corp
Texas
$275K – – –
OCM
1882
Objective Capital Management
Ohio
$274K -$915 -4 -0.3%
AFAS
1883
Acorn Financial Advisory Services
Virginia
$273K -$1.14K -5 -0.4%
CWA
1884
CJM Wealth Advisers
Virginia
$273K +$229 +1 +0.1%
TAIM
1885
TD Ameritrade Investment Management
Nebraska
$273K -$86.5K -378 -24%
SIA
1886
Sage Investment Advisers
New York
$272K +$12.8K +56 +5%
TA
1887
TruWealth Advisors
Louisiana
$272K -$1.83K -8 -0.7%
CCM
1888
Canal Capital Management
Virginia
$272K +$915 +4 +0.3%
CA
1889
CapWealth Advisors
Tennessee
$271K +$2.29K +10 +0.9%
HC
1890
Hamilton Capital
Ohio
$271K -$12.4K -54 -4%
BF
1891
Brogan Financial
Tennessee
$271K +$458 +2 +0.2%
WCA
1892
Westover Capital Advisors
Delaware
$271K – – –
FPWM
1893
FSB Premier Wealth Management
Iowa
$271K -$144K -628 -35%
OR
1894
Olympiad Research
Connecticut
$269K +$269K +1,177 New
WAG
1895
Wallace Advisory Group
California
$269K -$3.66K -16 -1%
MVA
1896
Mount Vernon Associates
Maryland
$269K – – –
OPTFSNA
1897
Old Point Trust & Financial Services N A
Virginia
$268K +$12.1K +53 +5%
TCM
1898
True Capital Management
California
$268K +$14.7K +64 +6%
WAM
1899
WNY Asset Management
New York
$268K -$11.4K -50 -4%
GCP
1900
GSA Capital Partners
United Kingdom
$267K +$267K +1,168 New
74 75
76
77 78