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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 %
JWM
1901
Jessup Wealth Management
Ohio
$266K +$1.14K +5 +0.4%
PWM
1902
PBMares Wealth Management
Virginia
$266K -$101K -440 -27%
FOA
1903
Five Oceans Advisors
California
$265K +$13.7K +60 +5%
D
1904
Dentgroup
Louisiana
$265K +$229 +1 +0.1%
ETIA
1905
Epic Trust Investment Advisors
Washington
$264K +$2.29K +10 +0.9%
EW
1906
Evoke Wealth
California
$263K +$263K +1,150 New
PGIM
1907
Pacific Global Investment Management
California
$263K -$10.3K -45 -4%
SW
1908
SkyOak Wealth
Michigan
$263K +$2.06K +9 +0.8%
VHAM
1909
Van Hulzen Asset Management
California
$262K -$458K -1,999 -64%
OFG
1910
Oxford Financial Group
Indiana
$261K +$261K +1,143 New
CWM
1911
Calamos Wealth Management
Illinois
$261K -$23.3K -102 -8%
TA
1912
Tiedemann Advisors
New York
$260K +$1.15K +5 +0.4%
CCG
1913
Coastwise Capital Group
California
$260K -$686 -3 -0.3%
OC
1914
Oakworth Capital
Alabama
$260K – – –
PWAG
1915
Polaris Wealth Advisory Group
California
$259K -$7.67M -33,500 -97%
ACM
1916
AUA Capital Management
Pennsylvania
$259K – – –
LWM
1917
LJI Wealth Management
Indiana
$257K – – –
SCM
1918
Spring Capital Management
Texas
$256K – – –
BBNA
1919
Bremer Bank National Association
Minnesota
$256K – – –
DTC
1920
Davidson Trust Company
Washington
$256K +$256K +1,117 New
WDG
1921
Wealth Dimensions Group
Ohio
$255K +$12.8K +56 +5%
JF
1922
JSF Financial
California
$255K +$26.3K +115 +12%
FFWM
1923
Future Financial Wealth Management
Ohio
$255K – – –
IFAM
1924
Institutional & Family Asset Management
Colorado
$254K +$1.14K +5 +0.5%
EWM
1925
Executive Wealth Management
Michigan
$254K -$9.85K -43 -4%
75 76
77
78 79