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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 %
ClearBridge Investments
601
ClearBridge Investments
New York
$2.5M +$37.7K +230 +2%
EAM
602
Eukles Asset Management
Ohio
$2.49M -$985 -6 -0%
CFB
603
Cullen/Frost Bankers
Texas
$2.47M +$8.37K +51 +0.3%
RC
604
RBF Capital
California
$2.46M – – –
Hudson Bay Capital Management
605
Hudson Bay Capital Management
Connecticut
$2.46M +$2.46M +15,000 New
TVWM
606
Tower View Wealth Management
Wisconsin
$2.46M +$38.2K +233 +2%
OAJ
607
Ogorek Anthony Joseph
New York
$2.45M +$14.4K +88 +0.6%
KLCM
608
KG&L Capital Management
Louisiana
$2.45M -$46.3K -282 -2%
MCM
609
Mitchell Capital Management
Kansas
$2.43M +$44.6K +272 +2%
FSA
610
Financial Sense Advisors
California
$2.43M +$83.7K +510 +4%
WB
611
Webster Bank
Connecticut
$2.43M -$19.7K -120 -0.8%
TWA
612
TCI Wealth Advisors
Arizona
$2.42M -$184K -1,122 -7%
Carson Wealth (CWM LLC)
613
Carson Wealth (CWM LLC)
Nebraska
$2.41M -$313K -1,909 -12%
KC
614
Kinloch Capital
Virginia
$2.4M +$68.7K +419 +3%
GAM
615
Griffin Asset Management
New York
$2.4M -$37.6K -229 -2%
KFP
616
KMG Fiduciary Partners
Ohio
$2.4M +$92.1K +561 +4%
DIP
617
DT Investment Partners
Pennsylvania
$2.39M -$208K -1,268 -8%
PK
618
Pflug Koory
Nebraska
$2.38M +$238K +1,453 +11%
VFA
619
Valeo Financial Advisors
Indiana
$2.38M +$156K +953 +7%
BBHC
620
Brown Brothers Harriman & Co
New York
$2.38M -$50.4K -307 -2%
IMOV
621
Investment Management of Virginia
Virginia
$2.38M +$27.9K +170 +1%
EI
622
Ethic Inc
New York
$2.37M +$483K +2,942 +26%
AF
623
Arrow Financial
New York
$2.37M +$68.3K +416 +3%
PT
624
Plimoth Trust
Massachusetts
$2.36M +$97.4K +594 +4%
SW
625
SteelPeak Wealth
California
$2.36M -$6.29M -38,330 -73%
23 24
25
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