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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 %
BHWM
376
Bar Harbor Wealth Management
New Hampshire
$9.03M -$220K -988 -2%
AIA
377
Allied Investment Advisors
Montana
$9.02M +$539K +2,417 +6%
PAI
378
Pittenger & Anderson Inc
Nebraska
$8.72M +$65.1K +292 +0.8%
VF
379
Vest Financial
Virginia
$8.72M +$1.17M +5,245 +15%
AM
380
Atwater Malick
Pennsylvania
$8.68M +$180K +810 +2%
TRSOTSOK
381
Teachers Retirement System of the State of Kentucky
Kentucky
$8.62M -$375K -1,684 -4%
DY
382
Dowling & Yahnke
California
$8.57M -$378K -1,696 -4%
CM
383
Churchill Management
California
$8.52M +$36.8K +165 +0.4%
AMBIA
384
Allen Mooney & Barnes Investment Advisors
Georgia
$8.4M +$8.4M +37,719 New
PFS
385
Prospera Financial Services
Texas
$8.24M +$1.75M +7,859 +27%
Wealthfront Advisers
386
Wealthfront Advisers
California
$8.24M -$1.86M -8,344 -18%
FNFDCM
387
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.14M +$10.9K +49 +0.1%
SW
388
SteelPeak Wealth
California
$8.13M +$5.88M +26,384 +262%
LIA
389
LS Investment Advisors
Michigan
$8.11M +$6.76M +30,360 +502%
Wolverine Trading
390
Wolverine Trading
Illinois
$8.11M +$128K +574 +2%
LSERS
391
Louisiana State Employees Retirement System
Louisiana
$8.02M +$47K +200 +0.6%
GC
392
Guggenheim Capital
Illinois
$7.92M -$9.98M -44,792 -56%
PCM
393
Parsons Capital Management
Rhode Island
$7.89M -$13.8K -62 -0.2%
OCAM
394
Onex Canada Asset Management
Ontario, Canada
$7.85M -$75.3K -338 -1%
BWL
395
Bogart Wealth LLC
Virginia
$7.79M +$998K +4,477 +15%
Parallax Volatility Advisers
396
Parallax Volatility Advisers
California
$7.78M +$7.78M +34,930 New
KRS
397
Kentucky Retirement Systems
Kentucky
$7.68M +$443K +1,988 +6%
SIC
398
Salem Investment Counselors
North Carolina
$7.68M +$114K +512 +2%
SMI
399
Shelter Mutual Insurance
Missouri
$7.62M – – –
CA
400
Capitolis Advisors
New York
$7.62M -$38.6M -173,426 -84%
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