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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 %
NMIMC
501
Northwestern Mutual Investment Management Company
Wisconsin
$4.8M -$628K -2,818 -12%
KC
502
Knuff & Co
California
$4.79M -$2.39M -10,714 -33%
IC
503
IEQ Capital
California
$4.79M +$71.3K +320 +2%
TLP
504
Trinity Legacy Partners
Texas
$4.76M +$4.32M +19,408 +986%
PI
505
Putnam Investments
Massachusetts
$4.74M -$345K -1,547 -7%
HCMT
506
Highland Capital Management (Tennessee)
Tennessee
$4.74M +$33.4K +150 +0.7%
EI
507
Ethic Inc
New York
$4.73M +$889K +3,991 +23%
WS
508
Wedbush Securities
California
$4.71M -$276K -1,238 -6%
BCCM
509
Bridge Creek Capital Management
Massachusetts
$4.71M +$84.9K +381 +2%
RE
510
RBC Europe
United Kingdom
$4.7M +$14.3K +64 +0.3%
AP
511
Advisor Partners
California
$4.69M -$358K -1,609 -7%
NIM
512
Northeast Investment Management
Massachusetts
$4.67M +$109K +487 +2%
PWP
513
Principle Wealth Partners
Connecticut
$4.66M -$89.8K -403 -2%
SAM
514
Sabadell Asset Management
Spain
$4.64M +$4.64M +21,507 New
CB
515
Community Bank
New York
$4.64M -$33.9K -152 -0.7%
TCM
516
Twin Capital Management
Pennsylvania
$4.58M +$686K +3,080 +18%
BCFD
517
Boit C.F. David
$4.55M -$156K -700 -3%
FMWA
518
Forvis Mazars Wealth Advisors
Missouri
$4.54M +$84.9K +381 +2%
EA
519
Ellsworth Advisors
Ohio
$4.53M +$504K +2,142 +13%
TC
520
TownSquare Capital
Utah
$4.52M +$1.71M +7,688 +61%
WMSA
521
Weiss Multi-Strategy Advisers
New York
$4.52M +$4.52M +20,265 New
GPTE
522
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.48M +$249K +1,118 +6%
IIM
523
Ipswich Investment Management
Massachusetts
$4.48M -$251K -1,125 -5%
RG
524
Retirement Group
California
$4.46M +$20.9K +94 +0.5%
ET
525
Equitable Trust
Tennessee
$4.46M +$97.6K +438 +2%
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