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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
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 Holding Trade Value Shares
Change 		Shares
Change %
CGPCS
1976
Capital Group Private Client Services
California
$238K +$238K +995 New
SF
1977
Symphony Financial
Texas
$238K +$238K +958 New
RPGK
1978
Retirement Planning Group (Kansas)
Kansas
$238K +$238K +992 New
MWA
1979
Meridian Wealth Advisors
Texas
$238K +$238K +992 New
SNBOSCI
1980
Security National Bank of Sioux City Iowa
Iowa
$237K +$237K +989 New
FBT
1981
First Bankers Trust
Kentucky
$237K +$237K +991 New
CA
1982
Claro Advisors
Massachusetts
$237K +$237K +989 New
C
1983
CFO4Life
Texas
$237K +$237K +988 New
CG
1984
CFO4Life Group
Texas
$237K +$237K +988 New
PWA
1985
Peterson Wealth Advisors
Utah
$236K +$236K +987 New
IFS
1986
Ifrah Financial Services
Arkansas
$236K +$236K +985 New
GF
1987
Gries Financial
Ohio
$236K +$236K +984 New
FA
1988
FDx Advisors
Illinois
$236K +$236K +985 New
CTI
1989
Community Trust & Investment
Kentucky
$235K +$235K +981 New
HBT
1990
Hills Bank & Trust
Iowa
$235K -$6.23K -26 -3%
FP
1991
Financial Perspectives
Minnesota
$235K – – –
Verition Fund Management
1992
Verition Fund Management
Connecticut
$235K -$2.7M -11,284 -92%
TSWM
1993
Tyler-Stone Wealth Management
Ohio
$234K +$479 +2 +0.2%
RW
1994
Rede Wealth
Virginia
$234K +$234K +975 New
VWM
1995
Vigilare Wealth Management
Arizona
$234K +$234K +975 New
CWG
1996
Crown Wealth Group
North Carolina
$232K +$232K +970 New
MPW
1997
MGO Private Wealth
California
$232K +$232K +969 New
GWA
1998
GGM Wealth Advisors
Maryland
$232K +$232K +931 New
CA
1999
Calton & Associates
Florida
$231K +$231K +966 New
FNBOO
2000
First National Bank of Omaha
Nebraska
$231K +$231K +962 New
78 79
80
81 82