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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 %
Members Trust
701
Members Trust
Florida
$2.56M -$70.6K -317 -3%
PWA
702
Providence Wealth Advisors
Illinois
$2.56M +$20K +91 +0.8%
WCM
703
Whitener Capital Management
North Carolina
$2.56M +$25.6K +115 +1%
FM
704
Foster & Motley
Ohio
$2.55M -$111K -497 -4%
Luther King Capital Management (LKCM)
705
Luther King Capital Management (LKCM)
Texas
$2.54M +$13.1K +59 +0.5%
JWM
706
Jupiter Wealth Management
Colorado
$2.54M +$541K +2,427 +27%
PWSG
707
Pacific Wealth Strategies Group
California
$2.54M -$529K -2,372 -17%
SOAMC
708
Spirit of America Management Corp
New York
$2.54M +$100K +450 +4%
HI
709
Horizon Investments
North Carolina
$2.52M +$157K +707 +7%
GIM
710
Goelzer Investment Management
Indiana
$2.5M +$186K +836 +8%
ACI
711
Alpha Cubed Investments
California
$2.49M +$12K +54 +0.5%
AUB
712
Atlantic Union Bankshares
Virginia
$2.48M -$66.2K -297 -3%
JCM
713
Jacobi Capital Management
Pennsylvania
$2.48M +$11.4K +51 +0.5%
BCM
714
Boltwood Capital Management
California
$2.48M -$31K -139 -1%
MCM
715
MV Capital Management
Maryland
$2.47M +$34.1K +153 +1%
PT
716
Plimoth Trust
Massachusetts
$2.47M +$374K +1,679 +18%
BCM
717
Beck Capital Management
Texas
$2.45M +$21.6K +97 +0.9%
GTAM
718
Global Trust Asset Management
Florida
$2.43M +$495K +2,223 +26%
SLI
719
Sumitomo Life Insurance
Japan
$2.43M -$38.8K -174 -2%
PA
720
Profund Advisors
Maryland
$2.42M -$290K -1,302 -11%
CICI
721
Capital Investment Counsel Inc
North Carolina
$2.42M -$123K -550 -5%
MAM
722
Mystic Asset Management
Rhode Island
$2.42M +$29.6K +133 +1%
BWAM
723
Boyd Watterson Asset Management
Ohio
$2.42M +$2.01K +9 +0.1%
SA
724
Strategic Advisors
New York
$2.41M +$5.57K +25 +0.2%
MNBTD
725
Moody National Bank Trust Division
Texas
$2.41M -$334K -1,497 -12%
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