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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 %
RWA
1901
Redmont Wealth Advisors
Illinois
$264K +$264K +1,100 New
FOA
1902
Five Oceans Advisors
California
$263K +$263K +1,099 New
HWM
1903
HFR Wealth Management
New York
$263K +$263K +1,096 New
QC
1904
Quent Capital
New York
$263K +$11.3K +47 +4%
AF
1905
Alerus Financial
North Dakota
$263K +$263K +1,097 New
JFL
1906
Jarislowsky, Fraser Ltd
Quebec, Canada
$263K +$263K +1,097 New
GA
1907
GoalVest Advisory
New York
$262K – – –
NRI
1908
NFP Retirement Inc
California
$262K +$262K +1,095 New
BCMLT
1909
Beacon Capital Management LLC (Tennessee)
Tennessee
$262K -$86.1K -359 -25%
MC
1910
Middleton & Co
Massachusetts
$261K +$261K +1,090 New
BCM
1911
Beddow Capital Management
Wyoming
$261K +$261K +1,090 New
BBI
1912
Baxter Bros Inc
Connecticut
$261K +$261K +1,090 New
SMA
1913
Sage Mountain Advisors
Georgia
$260K +$260K +1,085 New
SL
1914
Sentinus LLC
Illinois
$260K +$260K +1,068 New
FG
1915
Foster Group
Iowa
$259K +$259K +1,082 New
CAWM
1916
Capital Advisors Wealth Management
Washington
$259K +$259K +1,081 New
ACA
1917
Anchor Capital Advisors
Massachusetts
$259K +$259K +1,080 New
PPP
1918
Private Portfolio Partners
New Jersey
$258K -$209K -874 -45%
CWA
1919
Consilium Wealth Advisory
Texas
$258K +$258K +1,077 New
SCM
1920
Silvant Capital Management
Georgia
$258K – – –
BFO
1921
Boston Family Office
Massachusetts
$257K +$257K +1,072 New
KIA
1922
KLR Investment Advisors
Rhode Island
$256K +$256K +1,069 New
CCA
1923
Childress Capital Advisors
Texas
$256K +$256K +1,068 New
MJRIC
1924
Mogy Joel R Investment Counsel
California
$254K +$254K +1,060 New
WDG
1925
Wealth Dimensions Group
Ohio
$254K +$254K +1,059 New
75 76
77
78 79