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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 %
RSWM
626
Robertson Stephens Wealth Management
California
$2.35M +$1.59M +9,664 +207%
GC
627
Gould Capital
Washington
$2.34M +$40.4K +246 +2%
SCM
628
Shelton Capital Management
Colorado
$2.33M -$25.9K -158 -1%
OQS
629
Occudo Quantitative Strategies
Florida
$2.31M +$2.31M +14,069 New
AWP
630
Ascent Wealth Partners
New York
$2.29M -$569K -3,469 -20%
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$2.29M -$129K -788 -5%
BEC
632
Blue Edge Capital
Virginia
$2.28M +$25.8K +157 +1%
TFS
633
TrustCore Financial Services
Tennessee
$2.26M +$126K +770 +6%
EIP
634
Ellis Investment Partners
Pennsylvania
$2.26M +$205K +1,252 +10%
SCM
635
Schnieders Capital Management
California
$2.25M +$1.39M +8,500 +163%
HAI
636
Hennessy Advisors Inc
California
$2.22M -$32.8K -200 -1%
SWP
637
Stratos Wealth Partners
Ohio
$2.21M -$311K -1,895 -12%
LCM
638
Logan Capital Management
Pennsylvania
$2.19M +$34.1K +208 +2%
SIM
639
Studio Investment Management
Illinois
$2.19M +$133K +810 +6%
WP
640
Waycross Partners
Kentucky
$2.19M -$2.06M -12,577 -49%
Group One Trading
641
Group One Trading
Illinois
$2.19M -$6.24K -38 -0.3%
SG
642
Stonnington Group
California
$2.18M -$372K -2,020 -15%
RBA
643
Richard Bernstein Advisors
New York
$2.18M – – –
PH
644
Pinnacle Holdings
Oklahoma
$2.17M +$21K +128 +1%
EF
645
Empirical Finance
Pennsylvania
$2.17M +$352K +2,146 +19%
FF
646
FourThought Financial
Florida
$2.15M +$1.46M +8,888 +211%
KCPG
647
Kavar Capital Partners Group
Kansas
$2.15M +$1.58M +9,649 +280%
GT
648
Greenleaf Trust
Michigan
$2.14M +$7.55K +46 +0.4%
AF
649
Ally Financial
Michigan
$2.13M – – –
HCM
650
Hodges Capital Management
Texas
$2.12M -$751K -4,579 -26%
24 25
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