CAT icon

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 %
ICM
2301
Ionic Capital Management
New York
– – -6,400 Closed
Wolverine Trading
2302
Wolverine Trading
Illinois
– – -6,190 Closed
ACM
2303
Ariose Capital Management
Hong Kong
– – -5,100 Closed
DA
2304
Duality Advisers
Florida
– – -4,897 Closed
VF
2305
Virtu Financial
New York
– – -4,772 Closed
ACG
2306
Allen Capital Group
Nebraska
– – -4,673 Closed
PFT
2307
Providence First Trust
Arizona
– – -4,189 Closed
GWSG
2308
GPS Wealth Strategies Group
Colorado
– – -3,670 Closed
SAMT
2309
Select Asset Management & Trust
Pennsylvania
– – -3,272 Closed
BAM
2310
Berkshire Asset Management
Pennsylvania
– – -3,083 Closed
APP
2311
Alpha Paradigm Partners
Illinois
– – -2,816 Closed
FNBOH
2312
First National Bank of Hutchinson
Kansas
– – -2,718 Closed
TI
2313
Trexquant Investment
Connecticut
– – -2,694 Closed
WWA
2314
WCG Wealth Advisors
Nevada
– – -2,518 Closed
ISWM
2315
Independent Solutions Wealth Management
New York
– – -2,270 Closed
OPPTF
2316
OPSEU Pension Plan Trust Fund
Ontario, Canada
– – -2,254 Closed
EGM
2317
Engineers Gate Manager
New York
– – -2,218 Closed
BCM
2318
Bluefin Capital Management
New York
– – -2,180 Closed
AC
2319
Applied Capital
Arkansas
– – -2,035 Closed
QC
2320
Quaero Capital
Switzerland
– – -2,000 Closed
DA
2321
DSC Advisors
Illinois
– – -1,973 Closed
HIC
2322
Hartline Investment Corp
Illinois
– – -1,958 Closed
SCM
2323
SevenOneSeven Capital Management
Pennsylvania
– – -1,891 Closed
BAM
2324
Blueshift Asset Management
New Jersey
– – -1,789 Closed
HPWM
2325
Highland Private Wealth Management
Washington
– – -1,713 Closed
91 92
93
94 95