CAT icon

Caterpillar
CAT

Overview Fund Activity

2,265 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

Holders
2,265
Holders Change
-7
Holders Change %
-0.31%
% of All Funds
36.26%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
164
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
1
DZ Bank
Germany
$390M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.3B
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$172M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$155M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$341M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$7.32M
2
Citadel Advisors
2
Citadel Advisors
Florida
$48.9M
3
Barclays
3
Barclays
United Kingdom
$216M
4
BlackRock
4
BlackRock
New York
$8.07B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$401M
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
2276
Gladius Capital Management
Illinois
– – -36,000 Closed
BCM
2277
Barometer Capital Management
Ontario, Canada
– – -26,961 Closed
FC
2278
FORA Capital
Florida
– – -20,336 Closed
MAM
2279
Mark Asset Management
New York
– – -19,769 Closed
AAM
2280
Arabesque Asset Management
United Kingdom
– – -11,771 Closed
IA
2281
Icon Advisers
Colorado
– – -10,025 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
2282
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -9,909 Closed
MCM
2283
Moore Capital Management
New York
– – -8,576 Closed
MF
2284
Magnetar Financial
Illinois
– – -7,498 Closed
WG
2285
Winton Group
United Kingdom
– – -6,942 Closed
SG
2286
StoneX Group
New York
– – -6,248 Closed
ADIM
2287
Alpha DNA Investment Management
Maryland
– – -5,732 Closed
MHS
2288
M Holdings Securities
Oregon
– – -5,552 Closed
IP
2289
Interval Partners
New York
– – -5,150 Closed
BCP
2290
Blackhawk Capital Partners
Wisconsin
– – -5,027 Closed
MSS
2291
Mitchell Sinkler & Starr
Pennsylvania
– – -4,980 Closed
QAM
2292
Q3 Asset Management
Michigan
– – -4,830 Closed
GCM
2293
Graham Capital Management
Connecticut
– – -4,004 Closed
CM
2294
Caption Management
Oklahoma
– – -4,000 Closed
ACM
2295
AlphaStar Capital Management
North Carolina
– – -3,999 Closed
XS
2296
XR Securities
Illinois
– – -3,970 Closed
RA
2297
Rational Advisors
New York
– – -3,963 Closed
CWP
2298
Core Wealth Partners
California
– – -3,450 Closed
AA
2299
Altman Advisors
Illinois
– – -3,383 Closed
FF
2300
Friedenthal Financial
New Jersey
– – -3,380 Closed
90 91
92
93 94