CAT icon

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 %
CNC
576
Canandaigua National Corp
New York
$2.73M -$29.5K -180 -1%
PWA
577
Providence Wealth Advisors
Illinois
$2.73M -$65.4K -286 -2%
AC
578
Abbrea Capital
California
$2.72M -$18K -110 -0.7%
SAM
579
Silvercrest Asset Management
New York
$2.71M – – –
SIP
580
Stoneridge Investment Partners
Pennsylvania
$2.71M +$185K +1,125 +7%
Lido Advisors
581
Lido Advisors
California
$2.68M +$102K +623 +4%
MCC
582
Malaga Cove Capital
California
$2.67M -$26.7K -163 -1%
CCB
583
Country Club Bank
Missouri
$2.67M +$237K +1,431 +10%
GAM
584
Gotham Asset Management
New York
$2.65M -$1.01M -6,184 -28%
IIM
585
Intact Investment Management
Quebec, Canada
$2.59M – – –
KCM
586
Kempner Capital Management
Texas
$2.59M – – –
SSB
587
Sandy Spring Bank
Maryland
$2.59M -$33K -201 -1%
B
588
Bailard
California
$2.59M -$47.6K -290 -2%
LCM
589
Laurion Capital Management
New York
$2.58M -$2.77M -16,887 -52%
AWE
590
Avidian Wealth Enterprises
Texas
$2.58M +$11.7K +71 +0.5%
HZ
591
Hixon Zuercher
Ohio
$2.58M +$265K +1,617 +11%
PPW
592
Parcion Private Wealth
Washington
$2.57M +$115K +699 +5%
FCH
593
Freestone Capital Holdings
Washington
$2.57M -$164K -997 -6%
NSIM
594
North Star Investment Management
Illinois
$2.56M +$1.81K +11 +0.1%
LSAG
595
Lake Street Advisors Group
New Hampshire
$2.56M -$94.8K -578 -4%
IMRF
596
Illinois Municipal Retirement Fund
Illinois
$2.54M -$2.5M -15,226 -50%
ECM
597
EagleClaw Capital Management
Massachusetts
$2.54M +$98.4K +600 +4%
AF
598
Allworth Financial
California
$2.51M -$140K -854 -5%
RC
599
Roundview Capital
New Jersey
$2.5M +$33.6K +205 +1%
ISB
600
Iowa State Bank
Iowa
$2.5M +$10K +61 +0.4%
22 23
24
25 26