CAT icon

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 %
IA
601
IndexIQ Advisors
New York
$3.47M +$660K +2,963 +24%
SWM
602
Spire Wealth Management
Virginia
$3.44M -$803K -3,582 -19%
AWE
603
Avidian Wealth Enterprises
Texas
$3.44M +$103K +461 +3%
LSAG
604
Lake Street Advisors Group
New Hampshire
$3.43M +$83.6K +375 +2%
SIP
605
Stoneridge Investment Partners
Pennsylvania
$3.42M +$301K +1,350 +10%
VI
606
Vestcor Inc
New Brunswick, Canada
$3.41M +$1.9M +8,541 +126%
ACM
607
AlphaCrest Capital Management
New York
$3.4M -$1.56M -6,997 -31%
SCP
608
Stamos Capital Partners
California
$3.39M +$2.3M +10,300 +210%
Lido Advisors
609
Lido Advisors
California
$3.38M -$3.57K -16 -0.1%
RC
610
Roundview Capital
New Jersey
$3.38M +$14.7K +66 +0.4%
Carson Wealth (CWM LLC)
611
Carson Wealth (CWM LLC)
Nebraska
$3.37M +$99.2K +445 +3%
EAM
612
Eukles Asset Management
Ohio
$3.37M -$27.9K -125 -0.8%
WB
613
Webster Bank
Connecticut
$3.37M +$108K +484 +3%
CCB
614
Country Club Bank
Missouri
$3.35M +$3.35M +15,003 New
RC
615
RBF Capital
California
$3.34M – – –
RCAP
616
Resolute Capital Asset Partners
Colorado
$3.34M +$3.34M +15,000 New
ClearBridge Investments
617
ClearBridge Investments
New York
$3.34M +$1.24M +5,560 +59%
KCM
618
Karp Capital Management
California
$3.34M +$3.34M +14,977 New
ISB
619
Iowa State Bank
Iowa
$3.34M +$168K +756 +5%
BBHC
620
Brown Brothers Harriman & Co
New York
$3.33M -$14.9K -67 -0.4%
GAM
621
Griffin Asset Management
New York
$3.33M +$274K +1,230 +9%
ECM
622
EagleClaw Capital Management
Massachusetts
$3.31M +$58.4K +262 +2%
CFB
623
Cullen/Frost Bankers
Texas
$3.26M +$95.6K +429 +3%
OAJ
624
Ogorek Anthony Joseph
New York
$3.24M +$286K +1,286 +10%
IMOV
625
Investment Management of Virginia
Virginia
$3.23M +$154K +691 +5%
23 24
25
26 27