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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 %
MIG
701
McGuire Investment Group
Rhode Island
$1.76M +$173K +1,052 +11%
CAM
702
Costello Asset Management
Pennsylvania
$1.76M -$112K -685 -6%
BCM
703
Beck Capital Management
Texas
$1.76M -$38.7K -236 -2%
AMG
704
Asset Management Group
Connecticut
$1.75M +$9.35K +57 +0.5%
MMPW
705
Mitchell McLeod Pugh & Williams
Alabama
$1.75M -$5.58K -34 -0.3%
LOIM
706
Liberty One Investment Management
Illinois
$1.75M +$282K +1,717 +19%
AA
707
ALPS Advisors
Colorado
$1.75M +$1.75M +10,664 New
MAM
708
Mystic Asset Management
Rhode Island
$1.74M -$820 -5 -0%
CICI
709
Capital Investment Counsel Inc
North Carolina
$1.74M -$4.59K -28 -0.3%
CIA
710
Cascade Investment Advisors
Oregon
$1.74M -$9.74K -45 -0.6%
PA
711
PFG Advisors
Arizona
$1.74M +$18.4K +112 +1%
EWM
712
Evercore Wealth Management
New York
$1.73M -$10.7K -65 -0.6%
TCOT
713
Trust Company of Toledo
Ohio
$1.73M -$410K -2,500 -19%
TCM
714
Traynor Capital Management
Pennsylvania
$1.73M -$205K -1,249 -11%
DWA
715
Douglass Winthrop Advisors
New York
$1.72M -$164K -1,000 -9%
BWM
716
Buckley Wealth Management
Nevada
$1.72M -$246K -1,500 -13%
FWP
717
FAS Wealth Partners
Kansas
$1.72M +$242K +1,477 +16%
MYLI
718
Meiji Yasuda Life Insurance
Japan
$1.71M -$431K -2,627 -20%
WPP
719
Whalerock Point Partners
Rhode Island
$1.7M – – –
MNBTD
720
Moody National Bank Trust Division
Texas
$1.7M +$17.6K +107 +1%
BB
721
Berkshire Bank
Massachusetts
$1.7M +$9.19K +56 +0.5%
LIM
722
Loudon Investment Management
New Hampshire
$1.7M – – –
MA
723
Modus Advisors
Minnesota
$1.7M +$6.07K +37 +0.4%
RCM
724
Radnor Capital Management
Pennsylvania
$1.69M – – –
PWP
725
Perfromance Wealth Partners
Illinois
$1.69M +$135K +820 +9%
27 28
29
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