Caterpillar
CAT
2,285 hedge funds and large institutions have $86.6B invested in Caterpillar in 2022 Q4 according to their latest regulatory filings, with 410 funds opening new positions, 757 increasing their positions, 790 reducing their positions, and 79 closing their positions.
419% more first-time investments, than exits
New positions opened: 410 | Existing positions closed: 79
161% more funds holding in top 10
Funds holding in top 10: 23 → 60 (+37)
45% more capital invested
Capital invested by funds: $59.7B → $86.6B (+$26.8B)
15% more funds holding
Funds holding: 1,991 → 2,285 (+294)
1.26% more ownership
Funds ownership: 68.22% → 69.47% (+1.3%)
4% less repeat investments, than reductions
Existing positions increased: 757 | Existing positions reduced: 790
40% less call options, than puts
Call options by funds: $2.6B | Put options by funds: $4.33B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$450M |
| 2 |
Barclays
London,
United Kingdom
|
+$273M |
| 3 |
Citigroup
New York
|
+$247M |
| 4 |
Morgan Stanley
New York
|
+$211M |
| 5 |
Neuberger Berman Group
New York
|
+$196M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
-$383M |
| 2 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$351M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$153M |
| 4 |
Goldman Sachs
New York
|
-$144M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$137M |
CAT Hedge Fund Activity: Q4 2022 in Review
2,285 of the 6,238 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q4 2022, worth a combined $86.6B — up 45% from $59.7B a quarter earlier.
Buyers outnumbered sellers: 410 funds opened new CAT positions and 79 closed out — a net gain of 331 holders — while 757 added to existing stakes and 790 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $450M. The largest seller was Altshuler Shaham, cutting an estimated $383M.
- 2,285 institutional investors held Caterpillar (CAT) as of Q4 2022, up from 1,991 in Q3 2022.
- Funds reported $86.6B of Caterpillar stock for Q4 2022, up 45% quarter-over-quarter.
- 410 funds opened new Caterpillar positions in Q4 2022 and 79 closed out, a net change of +331 holders.
- The largest Caterpillar buyer in Q4 2022 was Citadel Advisors, an estimated $450M added.
- The largest Caterpillar seller in Q4 2022 was Altshuler Shaham, an estimated $383M sold.
Based on aggregated 13F filings for Q4 2022.