CAT icon

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 %
ACA
326
Aptus Capital Advisors
Alabama
$11.5M +$992K +4,451 +9%
DP
327
Dearborn Partners
Illinois
$11.4M +$2.67K +12 +0%
TW
328
Transform Wealth
Colorado
$11.4M +$183K +822 +2%
AAM
329
Advisors Asset Management
Colorado
$11.4M -$330K -1,482 -3%
RIG
330
RiverFront Investment Group
Virginia
$11.3M +$5.47M +24,530 +94%
ACM
331
Advisors Capital Management
New Jersey
$11.3M +$10.9M +48,912 +2,789%
RCYC
332
Richard C. Young & Co
Rhode Island
$11.2M +$360K +1,615 +3%
CHAM
333
Clear Harbor Asset Management
Connecticut
$11.1M +$68.4K +307 +0.6%
NA
334
NewEdge Advisors
Louisiana
$11.1M +$463K +2,076 +4%
JIR
335
James Investment Research
Ohio
$11.1M -$140K -629 -1%
AI
336
Atria Investments
North Carolina
$11.1M +$807K +3,624 +8%
TWC
337
TD Waterhouse Canada
Ontario, Canada
$11.1M -$132K -592 -1%
HR
338
Howe & Rusling
New York
$10.8M +$10.9K +49 +0.1%
Nomura Holdings
339
Nomura Holdings
Japan
$10.7M +$6.07M +27,591 +131%
CTC
340
Central Trust Company
Missouri
$10.5M +$53.7K +241 +0.5%
MA
341
MUFG Americas
New York
$10.5M -$783K -3,512 -7%
QP
342
Quilter Plc
United Kingdom
$10.4M -$158K -710 -1%
GG
343
Greenwood Gearhart
Arkansas
$10.4M +$357K +1,604 +4%
DC
344
Davenport & Co
Virginia
$10.4M +$111K +500 +1%
BAAM
345
Baker Avenue Asset Management
California
$10.3M +$9.58M +42,981 +1,256%
JC
346
Jacobs & Co
California
$10.3M -$55K -247 -0.5%
FAT
347
First American Trust
California
$10.3M +$606K +2,718 +6%
MAM
348
Mastrapasqua Asset Management
Tennessee
$10.1M -$657K -2,948 -6%
SG Americas Securities
349
SG Americas Securities
New York
$10.1M -$1.21M -5,442 -11%
DILIC
350
Dai-ichi Life Insurance Company
Japan
$10.1M -$260K -1,169 -3%
12 13
14
15 16