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Caterpillar
CAT

Overview Fund Activity

1,980 hedge funds and large institutions have $59B invested in Caterpillar in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 787 increasing their positions, 722 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,980
Holders Change
-82
Holders Change %
-3.98%
% of All Funds
34.24%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
94
Increased
787
Reduced
722
Closed
143
Calls
$1.48B
Puts
$1.88B
Net Calls
-$400M
Net Calls Change
+$75.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$318M
2
AS
Altshuler Shaham
Israel
+$139M
3
Amundi
Amundi
France
+$107M
4
Barclays
Barclays
United Kingdom
+$87.2M
5
State Street
State Street
Massachusetts
+$47.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$313M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$166M
4
Morgan Stanley
Morgan Stanley
New York
-$83.9M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$80.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
501
Dakota Wealth Management
Florida
$3.36M +$2.97M +18,099 +756%
LWM
502
Lyell Wealth Management
California
$3.35M +$38.9K +237 +1%
RF
503
Robbins Farley
New Hampshire
$3.35M -$84.3K -514 -2%
BCFD
504
Boit C.F. David
$3.35M +$3.35M +20,400 New
Luther King Capital Management (LKCM)
505
Luther King Capital Management (LKCM)
Texas
$3.34M +$222K +1,355 +7%
RBC
506
Romano Brothers & Co
Illinois
$3.33M +$3.33M +20,308 New
EA
507
Ellsworth Advisors
Ohio
$3.33M +$116K +709 +4%
CAM
508
Columbia Asset Management
Michigan
$3.32M -$197K -1,199 -6%
TLP
509
Trinity Legacy Partners
Texas
$3.31M -$154K -938 -4%
EIM
510
Essex Investment Management
Massachusetts
$3.31M -$803K -4,892 -20%
RG
511
Retirement Group
California
$3.3M +$8.86K +54 +0.3%
LNC
512
Lincoln National Corp
Pennsylvania
$3.3M +$98.8K +602 +3%
GPTE
513
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.3M – – –
IA
514
Icon Advisers
Colorado
$3.29M – – –
SBL
515
Sargent Bickham Lagudis
Colorado
$3.29M +$581K +3,542 +21%
Bank Julius Baer & Co
516
Bank Julius Baer & Co
Switzerland
$3.28M +$1.12M +6,840 +52%
KJWM
517
Kiley Juergens Wealth Management
Washington
$3.26M -$29.9K -182 -0.9%
FMWA
518
Forvis Mazars Wealth Advisors
Missouri
$3.26M -$125K -760 -4%
BCCM
519
Bridge Creek Capital Management
Massachusetts
$3.25M +$6.07K +37 +0.2%
API
520
Advisor Partners II
California
$3.25M +$3.25M +19,797 New
RIM
521
Reliant Investment Management
Tennessee
$3.24M +$7.38K +45 +0.2%
BHA
522
Beech Hill Advisors
New York
$3.23M -$16.4K -100 -0.5%
ACM
523
Argyle Capital Management
Pennsylvania
$3.23M -$5.58K -34 -0.2%
NMIMC
524
Northwestern Mutual Investment Management Company
Wisconsin
$3.22M -$706K -4,306 -18%
CBT
525
Central Bank & Trust
Kentucky
$3.2M +$292K +1,781 +10%
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