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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 %
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$13.7M +$1.47M +6,590 +12%
LDB
302
Lee, Danner & Bass
Tennessee
$13.6M -$15.6K -70 -0.1%
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$13.6M -$1.11M -4,988 -8%
TCBWMS
304
Texas Capital Bank Wealth Management Services
Texas
$13.5M +$1.68M +7,538 +14%
BC
305
Blackhill Capital
New Jersey
$13.4M – – –
PGFC
306
Peapack-Gladstone Financial Corp
New Jersey
$13.2M +$125K +559 +0.9%
GG
307
Gofen & Glossberg
Illinois
$13.2M -$102K -459 -0.8%
NAM
308
Nissay Asset Management
Japan
$13.2M +$155K +697 +1%
BCM
309
Birmingham Capital Management
Alabama
$13.1M -$44.6K -200 -0.3%
BPA
310
Beacon Pointe Advisors
California
$12.9M +$3.48M +15,614 +37%
BCP
311
Blue Chip Partners
Michigan
$12.7M -$1.32M -5,910 -9%
American Century Companies
312
American Century Companies
Missouri
$12.5M +$2.21M +9,899 +22%
TCM
313
Tufton Capital Management
Maryland
$12.4M -$107K -482 -0.9%
BGIM
314
Brandywine Global Investment Management
Pennsylvania
$12.4M +$231K +1,037 +2%
LG
315
LaFleur & Godfrey
Michigan
$12.3M -$482K -2,162 -4%
ECG
316
Edge Capital Group
Georgia
$12.2M +$1.68M +7,556 +16%
CS
317
Candriam SCA
Luxembourg
$12.2M -$47.2K -212 -0.4%
DADC
318
D.A. Davidson & Co
Montana
$12M -$339K -1,521 -3%
HIMCH
319
Hartford Investment Management Co (HIMCO)
Connecticut
$12M -$822K -3,687 -6%
OAM
320
Oppenheimer Asset Management
New York
$12M +$159K +715 +1%
SC
321
Scotia Capital
Ontario, Canada
$11.8M +$394K +1,769 +3%
BCM
322
Becker Capital Management
Oregon
$11.7M +$16.9K +76 +0.1%
PTC
323
Philadelphia Trust Company
Pennsylvania
$11.7M -$1.36M -6,123 -10%
Cetera Investment Advisers
324
Cetera Investment Advisers
Illinois
$11.6M -$17.4K -78 -0.1%
OC
325
Oppenheimer & Co
New York
$11.6M +$242K +1,088 +2%
11 12
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