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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 %
C
1951
Certuity
Florida
$243K +$243K +1,016 New
MAM
1952
Martingale Asset Management
Massachusetts
$243K +$243K +1,015 New
EFM
1953
E Fund Management
China
$243K +$243K +1,016 New
SL
1954
Salomon & Ludwin
Virginia
$243K +$243K +1,013 New
HCM
1955
Hollencrest Capital Management
California
$242K +$242K +1,012 New
AWM
1956
Act Wealth Management
Texas
$241K +$241K +1,008 New
EM
1957
Excalibur Management
Massachusetts
$241K +$241K +1,007 New
AIFAIM
1958
American Institute for Advanced Investment Management
Arizona
$241K +$241K +1,005 New
MRCM
1959
M&R Capital Management
New Jersey
$241K – – –
NAM
1960
NTV Asset Management
West Virginia
$240K +$240K +1,004 New
CAM
1961
Concorde Asset Management
Michigan
$240K +$240K +1,003 New
MWA
1962
Miller Wealth Advisors
Colorado
$240K – – –
PR
1963
Payden & Rygel
California
$240K – – –
UOTTAIMCU
1964
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$240K +$240K +1,000 New
JF
1965
JSF Financial
California
$240K +$240K +1,000 New
QFA
1966
Quattro Financial Advisors
Texas
$240K -$240K -1,000 -50%
NB
1967
Northwest Bancshares
Pennsylvania
$240K -$71.9K -300 -23%
SAM
1968
S.A. Mason
Michigan
$240K – – –
CAM
1969
Cubic Asset Management
Massachusetts
$240K +$240K +1,000 New
CPC
1970
Congress Park Capital
New York
$240K +$240K +1,000 New
SG
1971
Somerset Group
Minnesota
$240K +$240K +1,000 New
BWM
1972
Baron Wealth Management
Michigan
$240K +$240K +1,000 New
BAM
1973
Bosun Asset Management
Illinois
$240K +$240K +1,000 New
PWMG
1974
Provence Wealth Management Group
California
$240K +$240K +1,000 New
ERWM
1975
Elk River Wealth Management
Colorado
$240K +$240K +1,000 New
77 78
79
80 81