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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 %
BCI
651
Brinker Capital Investments
Pennsylvania
$2.92M +$31.9K +143 +1%
TCOT
652
Trust Company of Toledo
Ohio
$2.9M -$3.34K -15 -0.1%
AF
653
Ally Financial
Michigan
$2.9M – – –
AWM
654
Avitas Wealth Management
California
$2.89M +$2.89M +12,986 New
PH
655
Pinnacle Holdings
Oklahoma
$2.88M +$267K +1,199 +10%
TFS
656
TrustCore Financial Services
Tennessee
$2.87M +$234K +1,051 +9%
CI Investments Inc
657
CI Investments Inc
Ontario, Canada
$2.87M -$784K -3,518 -21%
SAM
658
Sompo Asset Management
Japan
$2.85M -$1.29M -5,790 -31%
WIS
659
Wright Investors Service
Connecticut
$2.85M +$57.9K +260 +2%
AIP
660
Ameritas Investment Partners
Nebraska
$2.84M +$210K +942 +8%
RIM
661
Redpoint Investment Management
Australia
$2.84M – – –
GIA
662
Guyasuta Investment Advisors
Pennsylvania
$2.84M – – –
LCM
663
Laurion Capital Management
New York
$2.82M -$325K -1,459 -10%
B
664
Bailard
California
$2.82M -$77.3K -347 -3%
SC
665
Savant Capital
Illinois
$2.81M +$96.9K +435 +4%
BBA
666
BLB&B Advisors
Pennsylvania
$2.81M -$178K -800 -6%
CAM
667
Costello Asset Management
Pennsylvania
$2.81M -$929K -4,170 -25%
FWM
668
Frontier Wealth Management
Missouri
$2.8M +$207K +953 +8%
EP
669
Eudaimonia Partners
Tennessee
$2.79M +$2.79M +12,519 New
PK
670
Pflug Koory
Nebraska
$2.79M +$299K +1,344 +12%
BOC
671
Barbara Oil Co
Illinois
$2.79M – – –
VFM
672
Viking Fund Management
North Dakota
$2.79M – – –
ACM
673
Azimuth Capital Management
Michigan
$2.78M – – –
SIM
674
Studio Investment Management
Illinois
$2.77M +$419K +1,880 +18%
JPMIA
675
J.P. Marvel Investment Advisors
Massachusetts
$2.77M +$41.4K +186 +2%
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