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Caterpillar
CAT

Overview Fund Activity

2,164 hedge funds and large institutions have $81.7B invested in Caterpillar in 2022 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 952 increasing their positions, 709 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+19
Holders Change %
+0.89%
% of All Funds
34.25%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.63%
New
179
Increased
952
Reduced
709
Closed
134
Calls
$1.88B
Puts
$2.3B
Net Calls
-$422M
Net Calls Change
+$194M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$460M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$433M
4
AS
Altshuler Shaham
Israel
+$299M
5
BlackRock
BlackRock
New York
+$221M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$520M
2
Invesco
Invesco
Georgia
-$319M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$316M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$204M
5
Two Sigma Investments
Two Sigma Investments
New York
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
276
Meitav Investment House
Israel
$15.9M +$15.7M +70,967 +7,219%
AWM
277
AE Wealth Management
Kansas
$15.9M -$579K -2,600 -4%
CII
278
Capital International Inc
California
$15.9M +$7.48M +33,586 +89%
NAM
279
NorthCrest Asset Manangement
Minnesota
$15.8M +$421K +1,890 +3%
IMRF
280
Illinois Municipal Retirement Fund
Illinois
$15.7M -$1.53M -6,846 -9%
MCM
281
Moore Capital Management
New York
$15.6M +$15.6M +70,178 New
TPSF
282
Texas Permanent School Fund
Texas
$15.6M -$991K -4,446 -6%
AFP
283
Ausdal Financial Partners
Iowa
$15.4M +$1.67M +7,495 +12%
GIM
284
Grassi Investment Management
California
$15.4M – – –
CAN
285
Cetera Advisor Networks
California
$15.1M +$1.16M +5,205 +8%
KBC Group
286
KBC Group
Belgium
$15M +$2.07M +9,285 +16%
DAM
287
Delta Asset Management
Tennessee
$14.8M -$44.1K -198 -0.3%
Millennium Management
288
Millennium Management
New York
$14.8M -$112M -504,600 -88%
IAA
289
Independent Advisor Alliance
North Carolina
$14.7M -$33K -148 -0.2%
SEI Investments
290
SEI Investments
Pennsylvania
$14.6M +$2.16M +9,695 +17%
FT
291
Fiduciary Trust
Massachusetts
$14.6M +$59.9K +269 +0.4%
IAN
292
Integrated Advisors Network
Texas
$14.5M +$337K +1,511 +2%
ACP
293
Ashfield Capital Partners
California
$14.4M -$22.5K -101 -0.2%
CBOR
294
Community Bank of Raymore
Missouri
$14.4M – – –
Brown Advisory
295
Brown Advisory
Maryland
$14.3M -$2.08M -9,325 -13%
ZCM
296
Ziegler Capital Management
Illinois
$14M -$1.14M -5,117 -8%
PA
297
Pinnacle Associates
New York
$13.9M -$1.4M -6,262 -9%
KIA
298
KCM Investment Advisors
California
$13.8M +$393K +1,765 +3%
WT
299
Whittier Trust
California
$13.8M +$77.1K +346 +0.6%
BPWM
300
Badgley Phelps Wealth Managers
Washington
$13.7M +$2.49M +11,162 +22%
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