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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 %
AAIM
351
American Assets Investment Management
California
$10M – – –
IAM
352
Impala Asset Management
Florida
$10M +$10M +45,000 New
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$10M +$2.67M +11,972 +36%
CSIC
354
Clifford Swan Investment Counsel
California
$10M -$83.6K -375 -0.8%
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$10M +$360K +1,617 +4%
SCA
356
Snowden Capital Advisors
New York
$9.85M +$1.88M +8,426 +24%
CIS
357
Capital International Sarl
California
$9.84M +$6.71M +30,094 +214%
SSA
358
Schonfeld Strategic Advisors
New York
$9.82M -$50.3M -225,542 -84%
SAM
359
Securian Asset Management
Minnesota
$9.81M -$155K -697 -2%
DZ Bank
360
DZ Bank
Germany
$9.79M -$1.12M -5,034 -10%
CA
361
Callahan Advisors
Texas
$9.77M +$495K +2,220 +5%
CANC
362
Culbertson A N & Co
Virginia
$9.76M +$179K +805 +2%
OPERF
363
Oregon Public Employees Retirement Fund
Oregon
$9.73M -$156K -700 -2%
SPIA
364
Steward Partners Investment Advisory
New York
$9.66M -$31.4K -141 -0.3%
NAMA
365
Nikko Asset Management Americas
New York
$9.64M -$1.06M -4,729 -10%
MCM
366
McRae Capital Management
New Jersey
$9.54M +$681K +3,057 +8%
FHA
367
First Horizon Advisors
Tennessee
$9.51M -$1.29M -5,793 -12%
EMPI
368
Elo Mutual Pension Insurance
Finland
$9.48M +$210K +944 +2%
BF
369
BOK Financial
Oklahoma
$9.45M -$961K -4,311 -9%
HFS
370
Hantz Financial Services
Michigan
$9.32M +$612K +2,747 +7%
MSRPS
371
Maryland State Retirement & Pension System
Maryland
$9.31M – – –
CIA
372
Capital Investment Advisors
Georgia
$9.21M +$107K +482 +1%
ECM
373
Element Capital Management
New York
$9.18M +$9.18M +41,211 New
NCM
374
Noesis Capital Mangement
Florida
$9.17M +$928K +4,167 +11%
PWLP
375
Prio Wealth Limited Partnership
Massachusetts
$9.11M -$37.4K -168 -0.4%
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