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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 %
IP
626
Interval Partners
New York
$3.23M -$8.42M -37,786 -72%
PAM
627
Panagora Asset Management
Massachusetts
$3.19M +$1.13M +5,054 +55%
EFS
628
Essex Financial Services
Connecticut
$3.17M -$491K -2,203 -13%
Cerity Partners
629
Cerity Partners
New York
$3.13M +$352K +1,727 +13%
GC
630
Gould Capital
Washington
$3.13M -$300K -1,347 -9%
KJHP
631
K.J. Harrison & Partners
Ontario, Canada
$3.12M – – –
HAI
632
Hennessy Advisors Inc
California
$3.12M +$3.12M +14,000 New
MCM
633
Mitchell Capital Management
Kansas
$3.12M +$91.6K +411 +3%
HFA
634
HC Financial Advisors
California
$3.11M – – –
NSIM
635
North Star Investment Management
Illinois
$3.1M -$71.8K -322 -2%
KLCM
636
KG&L Capital Management
Louisiana
$3.09M -$13.6K -61 -0.4%
SCM
637
Shelton Capital Management
Colorado
$3.08M -$780K -3,500 -20%
BEC
638
Blue Edge Capital
Virginia
$3.08M +$6.69K +30 +0.2%
MCC
639
Money Concepts Capital
Florida
$3.08M -$13.1K -59 -0.4%
KC
640
Kinloch Capital
Virginia
$3.07M +$91.6K +411 +3%
LNWWM
641
Laird Norton Wetherby Wealth Management
California
$3.07M +$46.3K +208 +2%
AF
642
Arrow Financial
New York
$3.06M +$95.8K +430 +3%
HZ
643
Hixon Zuercher
Ohio
$3.05M +$128K +574 +4%
MCM
644
McMillion Capital Management
North Carolina
$3.01M -$291K -1,308 -9%
OPPTF
645
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.99M +$142K +629 +5%
KFP
646
KMG Fiduciary Partners
Ohio
$2.99M +$650K +2,917 +28%
GT
647
Greenleaf Trust
Michigan
$2.96M +$115K +518 +4%
RBA
648
Richard Bernstein Advisors
New York
$2.96M – – –
NWM
649
NEIRG Wealth Management
Massachusetts
$2.95M -$68K -305 -2%
LCM
650
Logan Capital Management
Pennsylvania
$2.95M +$5.57K +25 +0.2%
24 25
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