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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 %
CA
676
Cambridge Advisors
Nebraska
$2.76M +$83.3K +374 +3%
LBC
677
Lowe Brockenbrough & Co
Virginia
$2.75M -$19.4K -87 -0.7%
TCM
678
Traynor Capital Management
Pennsylvania
$2.75M +$219K +982 +9%
MCCP
679
Mission Creek Capital Partners
California
$2.72M -$125K -562 -4%
AIM
680
Anchor Investment Management
South Carolina
$2.68M +$522K +2,342 +24%
CWG
681
Cornerstone Wealth Group
North Carolina
$2.68M -$1.3M -5,832 -33%
KWM
682
Kingsview Wealth Management
Oregon
$2.68M +$300K +1,348 +13%
BWM
683
Buckley Wealth Management
Nevada
$2.68M +$508K +2,282 +23%
SFM
684
Sphera Funds Management
Israel
$2.67M +$2.67M +12,000 New
FTDI
685
First Trust Direct Indexing
Massachusetts
$2.67M +$242K +1,084 +10%
EIP
686
Ellis Investment Partners
Pennsylvania
$2.67M +$2.42M +10,867 +993%
BHC
687
Bowen Hanes & Co
Florida
$2.66M +$56.8K +255 +2%
LIM
688
Leavell Investment Management
Alabama
$2.65M +$29K +130 +1%
SCP
689
Sandhill Capital Partners
New York
$2.65M +$245K +1,099 +10%
MIAS
690
Mason Investment Advisory Services
Virginia
$2.64M +$80.2K +360 +3%
EWM
691
Evercore Wealth Management
New York
$2.62M – – –
RG
692
Richelieu Gestion
France
$2.62M +$2.62M +11,775 New
PTC
693
Private Trust Company
Ohio
$2.62M -$52.4K -235 -2%
SWM
694
Segment Wealth Management
Texas
$2.6M -$55.3K -248 -2%
VCM
695
Viewpoint Capital Management
Washington
$2.59M -$26.7K -120 -1%
SCA
696
Strategic Capital Advisers
Colorado
$2.58M -$137K -615 -5%
FF
697
Fluent Financial
Texas
$2.58M +$78K +351 +3%
TCOV
698
Trust Company of Vermont
Vermont
$2.58M -$38.3K -172 -1%
Capstone Investment Advisors
699
Capstone Investment Advisors
New York
$2.57M -$7.98M -35,820 -76%
DWA
700
Douglass Winthrop Advisors
New York
$2.56M -$167K -750 -6%
26 27
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