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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 %
BBP
2301
Banco BTG Pactual
Brazil
– – -3,205 Closed
SI
2302
Saxon Interests
Texas
– – -2,456 Closed
CCM
2303
Chimera Capital Management
New York
– – -2,268 Closed
RP
2304
Riverwater Partners
Wisconsin
– – -2,207 Closed
MIAS
2305
Mason Investment Advisory Services
Virginia
– – -2,130 Closed
ONGA
2306
O'Neil Global Advisors
California
– – -2,075 Closed
ESCM
2307
Echo Street Capital Management
New York
– – -2,003 Closed
EWM
2308
Edge Wealth Management
New York
– – -2,000 Closed
XT
2309
XTX Topco
Cayman Islands
– – -1,998 Closed
CI
2310
CPR Investments
Michigan
– – -1,888 Closed
BCAM
2311
Boston Common Asset Management
Massachusetts
– – -1,881 Closed
T
2312
TOBAM
France
– – -1,735 Closed
FF
2313
Fluent Financial
Texas
– – -1,669 Closed
TWM
2314
TriaGen Wealth Management
California
– – -1,556 Closed
EVM
2315
Evelyn V. Moreno
– – -1,550 Closed
WFI
2316
West Family Investments
California
– – -1,539 Closed
SFS
2317
Strategic Financial Services
New York
– – -1,531 Closed
PAM
2318
Premier Asset Management
Illinois
– – -1,418 Closed
AAS
2319
Annex Advisory Services
Wisconsin
– – -1,357 Closed
PRS
2320
Pinkerton Retirement Specialists
Idaho
– – -1,312 Closed
NLP
2321
Next Level Private
New York
– – -1,220 Closed
NC
2322
NBW Capital
Massachusetts
– – -1,201 Closed
FWM
2323
FMB Wealth Management
California
– – -1,170 Closed
T
2324
TCWP
Ohio
– – -1,168 Closed
AWG
2325
Altus Wealth Group
Colorado
– – -1,130 Closed
91 92
93
94 95