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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 %
IGWM
576
ICA Group Wealth Management
Colorado
$3.81M +$3.81M +17,033 New
SIMM
577
Stillwater Investment Management (Minnesota)
Minnesota
$3.81M +$21.4K +96 +0.6%
MA
578
Mutual Advisors
Nebraska
$3.81M -$113K -508 -3%
SG
579
Stonnington Group
California
$3.79M +$71.3K +330 +2%
CBT
580
Central Bank & Trust
Kentucky
$3.77M -$290K -1,301 -7%
AC
581
Abbrea Capital
California
$3.75M +$54.6K +245 +1%
DIP
582
DT Investment Partners
Pennsylvania
$3.73M +$366K +1,643 +11%
CNC
583
Canandaigua National Corp
New York
$3.72M -$75.3K -338 -2%
IIM
584
Intact Investment Management
Quebec, Canada
$3.7M – – –
MCC
585
Malaga Cove Capital
California
$3.68M -$11.8K -53 -0.3%
SAM
586
Silvercrest Asset Management
New York
$3.68M -$73.3K -329 -2%
PCA
587
Pallas Capital Advisors
Massachusetts
$3.64M -$101K -444 -3%
WJWM
588
Williams Jones Wealth Management
New York
$3.64M +$114K +513 +3%
NCGI
589
Next Century Growth Investors
Minnesota
$3.62M +$30.3K +136 +0.8%
SM
590
Sciencast Management
New Jersey
$3.59M +$3.59M +16,668 New
SBL
591
Sargent Bickham Lagudis
Colorado
$3.59M +$3.37M +15,145 +1,583%
LPIC
592
LeJeune Puetz Investment Counsel
Michigan
$3.58M +$22.3K +100 +0.6%
KRSITF
593
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.56M +$388K +1,739 +12%
TWA
594
TCI Wealth Advisors
Arizona
$3.56M -$10.7K -48 -0.3%
MCM
595
Monument Capital Management
Virginia
$3.54M +$82.4K +370 +2%
Bank Julius Baer & Co
596
Bank Julius Baer & Co
Switzerland
$3.53M -$4.77M -21,389 -57%
KCM
597
Kempner Capital Management
Texas
$3.52M +$1.32M +5,941 +60%
SSB
598
Sandy Spring Bank
Maryland
$3.51M +$84.7K +380 +2%
KJWM
599
Kiley Juergens Wealth Management
Washington
$3.48M -$958K -4,297 -22%
SWP
600
Stratos Wealth Partners
Ohio
$3.48M +$33.2K +149 +1%
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