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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.

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
1
Citadel Advisors
Florida
$519M
2
Barclays
2
Barclays
United Kingdom
$535M
3
Citigroup
3
Citigroup
New York
$438M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.34B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.58B

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$207M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$627M
4
Goldman Sachs
4
Goldman Sachs
New York
$648M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
GWA
176
Gibson Wealth Advisors
Texas
$34.3M 157,500 +155,000 +6,200%
MHC
177
Meyer Handelman Company
New York
$34M 141,816 – –
SOMRS
178
State of Michigan Retirement System
Michigan
$33.9M 141,472 -1,400 -1%
AB
179
Amalgamated Bank
New York
$33.8M 141,045 -1,912 -1%
Vontobel Holding
180
Vontobel Holding
Switzerland
$33.6M 140,408 -49,531 -26%
MNG
181
Manning & Napier Group
New York
$33.5M 139,828 -4,619 -3%
Cerity Partners
182
Cerity Partners
New York
$33.4M 136,872 +102,001 +293%
WIC
183
Willis Investment Counsel
Georgia
$32.7M 136,641 +249 +0.2%
IG
184
ING Group
Netherlands
$32.6M 135,972 +79,243 +140%
CIBC World Market
185
CIBC World Market
Ontario, Canada
$32.1M 133,925 +9,653 +8%
MML Investors Services
186
MML Investors Services
Massachusetts
$31.5M 131,283 +10,248 +8%
FP
187
Foundry Partners
Minnesota
$31.4M 131,130 -2,127 -2%
DnB Asset Management
188
DnB Asset Management
Norway
$31.3M 130,589 +4,212 +3%
KAS
189
Kestra Advisory Services
Texas
$30.9M 128,894 +42,595 +49%
RG
190
Rathbones Group
United Kingdom
$30.3M 126,651 -5,239 -4%
TAF
191
Tredje AP-fonden
Sweden
$29.8M 124,579 +2,286 +2%
William Blair & Company
192
William Blair & Company
Illinois
$29.5M 123,345 -1,553 -1%
GF
193
Gabelli Funds
New York
$29.5M 123,140 -350 -0.3%
YCM
194
Yousif Capital Management
Michigan
$29.1M 121,319 +614 +0.5%
SCI
195
S&CO Inc
Massachusetts
$28.7M 119,712 -753 -0.6%
Aviva
196
Aviva
United Kingdom
$28.6M 119,282 +23,451 +24%
WAS
197
Wesleyan Assurance Society
United Kingdom
$28.4M 118,550 – –
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$28.1M 117,355 -661 -0.6%
Janus Henderson Group
199
Janus Henderson Group
United Kingdom
$28.1M 117,285 -118,093 -50%
UIM
200
USS Investment Management
United Kingdom
$27.9M 116,513 +29,200 +33%
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