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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 %
FMC
551
First Merchants Corp
Indiana
$2.93M +$1.31K +8 +0%
OHWP
552
Oak Harbor Wealth Partners
North Carolina
$2.92M +$656 +4 +0%
MMG
553
Monetary Management Group
Missouri
$2.92M +$4.1K +25 +0.1%
DMC
554
Drexel Morgan & Co
Pennsylvania
$2.91M +$36.8K +224 +1%
ACM
555
Altrius Capital Management
North Carolina
$2.9M -$722K -4,401 -20%
PC
556
Permanens Capital
New York
$2.89M -$1.67M -10,163 -37%
MCM
557
Monument Capital Management
Virginia
$2.88M +$284K +1,730 +11%
YIH
558
Y-Intercept (HK)
Hong Kong
$2.87M -$1.47M -8,964 -34%
FHA
559
First Horizon Advisors
Tennessee
$2.87M -$2.12M -12,944 -43%
FFWA
560
FRG Family Wealth Advisors
Washington
$2.86M -$13.9K -85 -0.5%
CLOS
561
Compagnie Lombard Odier SCmA
Switzerland
$2.85M -$164K -1,000 -5%
IGWM
562
ICA Group Wealth Management
Colorado
$2.85M +$123K +748 +4%
LPIC
563
LeJeune Puetz Investment Counsel
Michigan
$2.84M +$41K +250 +1%
SIMM
564
Stillwater Investment Management (Minnesota)
Minnesota
$2.83M +$13.1K +80 +0.5%
IC
565
IEQ Capital
California
$2.82M -$711K -4,333 -20%
HKIM
566
Hayek Kallen Investment Management
Alabama
$2.81M -$12K -73 -0.4%
WJWM
567
Williams Jones Wealth Management
New York
$2.79M -$4.76K -29 -0.2%
SFI
568
Siemens Fonds Invest
Germany
$2.79M -$103K -630 -4%
SAM
569
Shell Asset Management
Netherlands
$2.77M -$700K -4,267 -20%
AWMT
570
AAFMAA Wealth Management & Trust
North Carolina
$2.76M -$334K -2,036 -11%
Rafferty Asset Management
571
Rafferty Asset Management
New York
$2.76M +$2.32M +14,127 +523%
MA
572
Mutual Advisors
Nebraska
$2.75M +$20.5K +125 +0.8%
BIAS
573
Beacon Investment Advisory Services
New Jersey
$2.75M -$1.29M -7,886 -32%
MAM
574
Marketfield Asset Management
New York
$2.74M -$305K -1,861 -10%
AG
575
Advocate Group
Minnesota
$2.73M -$62.3K -380 -2%
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