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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 %
RIM
526
Reliant Investment Management
Tennessee
$4.45M -$160K -720 -3%
SCM
527
Stonebridge Capital Management
California
$4.44M – – –
FCH
528
Freestone Capital Holdings
Washington
$4.44M +$210K +941 +5%
ACM
529
Alpha Capital Management
Texas
$4.43M +$34.8K +156 +0.8%
BHA
530
Beech Hill Advisors
New York
$4.42M +$3.2M +14,355 +261%
FTA
531
Financial & Tax Architects
Missouri
$4.41M +$471K +2,116 +12%
BPC
532
Banque Pictet & Cie
Switzerland
$4.4M -$301K -1,353 -6%
ACM
533
Argyle Capital Management
Pennsylvania
$4.4M -$208K -933 -5%
SC
534
Searle & Co
Connecticut
$4.36M +$44.6K +200 +1%
USCWA
535
U.S. Capital Wealth Advisors
Texas
$4.35M -$48.8K -219 -1%
QIM
536
Quantitative Investment Management
Virginia
$4.34M +$3.87M +17,391 +839%
CAM
537
Cresset Asset Management
Illinois
$4.33M -$3.14M -14,087 -42%
CAG
538
Crestwood Advisors Group
Massachusetts
$4.32M -$79.5K -357 -2%
CTA
539
Colonial Trust Advisors
South Carolina
$4.31M -$48.8K -219 -1%
BCM
540
Bourgeon Capital Management
Connecticut
$4.31M +$2.16M +9,700 +101%
SAM
541
Sandbar Asset Management
United Kingdom
$4.3M -$2.1M -9,403 -33%
BFIM
542
Beese Fulmer Investment Management
Ohio
$4.27M -$153K -688 -3%
GA
543
Gateway Advisory
New Jersey
$4.27M +$4.27M +19,153 New
FLI
544
Family Legacy Inc
South Carolina
$4.23M +$20.1K +90 +0.5%
ADL
545
Asset Dedication LLC
California
$4.23M -$117K -526 -3%
SL
546
Summitry LLC
California
$4.21M -$98.5K -442 -2%
AC
547
Allstate Corporation
Illinois
$4.21M -$5.79M -25,998 -58%
MC
548
Mathes Company
New York
$4.19M -$226K -1,015 -5%
LNC
549
Lincoln National Corp
Pennsylvania
$4.18M +$1.4M +6,282 +50%
AAS
550
Ameritas Advisory Services
Nebraska
$4.18M -$143K -643 -3%
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