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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 %
IA
676
IFP Advisors
Florida
$1.95M +$133K +1,428 +7%
FCBT
677
First Citizens Bank & Trust
North Carolina
$1.94M +$468K +2,850 +32%
AAM
678
Arabesque Asset Management
United Kingdom
$1.93M +$1.93M +11,771 New
GWM
679
Geneos Wealth Management
Colorado
$1.93M -$2.58M -15,708 -57%
VCM
680
Viewpoint Capital Management
Washington
$1.93M -$8.2K -50 -0.4%
EFS
681
Essex Financial Services
Connecticut
$1.91M -$266K -1,619 -12%
SOAMC
682
Spirit of America Management Corp
New York
$1.91M – – –
NW
683
NewEdge Wealth
Pennsylvania
$1.91M +$488K +2,973 +34%
WCM
684
Whitener Capital Management
North Carolina
$1.91M +$24.6K +150 +1%
NHC
685
Nicholas Hoffman & Company
Georgia
$1.9M +$135K +820 +8%
RIM
686
Redpoint Investment Management
Australia
$1.89M -$271K -1,654 -13%
FTDI
687
First Trust Direct Indexing
Massachusetts
$1.88M -$218K -1,328 -10%
MCM
688
MV Capital Management
Maryland
$1.87M +$61.4K +374 +3%
DCM
689
Donaldson Capital Management
Indiana
$1.87M +$246K +1,500 +15%
JCM
690
Jacobi Capital Management
Pennsylvania
$1.85M +$492 +3 +0%
CAM
691
Cresset Asset Management
Illinois
$1.85M -$686K -4,179 -27%
LGF
692
LGT Group Foundation
Liechtenstein
$1.84M +$367K +2,235 +25%
AUB
693
Atlantic Union Bankshares
Virginia
$1.84M +$19K +116 +1%
FM
694
Foster & Motley
Ohio
$1.81M -$81.2K -495 -4%
CCP
695
Corient Capital Partners
California
$1.81M – – –
SA
696
Strategic Advisors
New York
$1.8M -$1.15K -7 -0.1%
FFN
697
Focus Financial Network
Minnesota
$1.8M +$151K +920 +9%
Members Trust
698
Members Trust
Florida
$1.79M -$60.5K -369 -3%
BWAM
699
Boyd Watterson Asset Management
Ohio
$1.77M -$3.12K -19 -0.2%
MCM
700
McMillion Capital Management
North Carolina
$1.77M -$109K -665 -6%
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