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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 %
CHC
476
City Holding Co
West Virginia
$5.41M -$49.5K -222 -0.9%
PP
477
Prudential plc
United Kingdom
$5.39M +$2.38M +10,688 +79%
Acadian Asset Management
478
Acadian Asset Management
Massachusetts
$5.39M -$4.18M -18,792 -44%
BRWA
479
B. Riley Wealth Advisors
Florida
$5.33M -$8.77M -39,357 -62%
CLOS
480
Compagnie Lombard Odier SCmA
Switzerland
$5.3M +$1.03M +4,637 +24%
Caisse de Depot et Placement du Quebec (CDPQ)
481
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.28M -$2.12M -9,500 -29%
BIAS
482
Beacon Investment Advisory Services
New Jersey
$5.27M +$1.39M +6,248 +36%
MC
483
Moors & Cabot
Massachusetts
$5.25M +$145K +651 +3%
NRS
484
Neville Rodie & Shaw
New York
$5.24M -$27.5K -125 -0.5%
MYAM
485
Meiji Yasuda Asset Management
Japan
$5.2M +$2.88M +12,914 +124%
HWM
486
HB Wealth Management
Georgia
$5.18M +$1.26M +5,648 +32%
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$5.15M +$808K +3,628 +19%
V
488
Veritable
Delaware
$5.1M +$134K +602 +3%
BOH
489
Bank of Hawaii
Hawaii
$5.04M +$65.5K +294 +1%
NB
490
NBT Bank
New York
$5.01M -$100K -450 -2%
CBTWT
491
Community Bank & Trust (Waco, Texas)
Texas
$4.98M +$232K +1,041 +5%
MWM
492
Meridian Wealth Management
Kentucky
$4.96M +$142K +635 +3%
FC
493
Fusion Capital
South Carolina
$4.95M +$355K +1,594 +8%
RF
494
Robbins Farley
New Hampshire
$4.92M -$170K -764 -3%
VPIM
495
Vanguard Personalized Indexing Management
California
$4.91M +$381K +1,708 +8%
PCIA
496
Prime Capital Investment Advisors
Kansas
$4.9M -$8.48K -41 -0.2%
P
497
Paradiem
Louisiana
$4.87M -$12.8K -59 -0.3%
AWMT
498
AAFMAA Wealth Management & Trust
North Carolina
$4.87M -$4.54M -20,361 -48%
VWM
499
Valley Wealth Managers
New Jersey
$4.86M +$4.86M +21,820 New
SAM
500
Shell Asset Management
Netherlands
$4.85M -$181K -814 -4%
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