CAT icon

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 %
PAS
726
Park Avenue Securities
New York
$2.4M +$993K +4,454 +71%
HI
727
HBK Investments
Texas
$2.4M +$2.4M +10,749 New
MMPW
728
Mitchell McLeod Pugh & Williams
Alabama
$2.38M -$52.4K -235 -2%
SC
729
Slow Capital
California
$2.38M -$528K -2,369 -18%
IC
730
Inscription Capital
Texas
$2.38M -$255K -1,145 -10%
RMC
731
Resources Management Corp
Connecticut
$2.38M -$22.3K -100 -0.9%
FCA
732
FLC Capital Advisors
California
$2.38M +$138K +617 +6%
MYLI
733
Meiji Yasuda Life Insurance
Japan
$2.37M +$333K +1,493 +16%
AMG
734
Asset Management Group
Connecticut
$2.36M +$11.4K +51 +0.5%
FAIM
735
Financial Advocates Investment Management
Washington
$2.35M -$82K -368 -3%
SFA
736
Sequoia Financial Advisors
Ohio
$2.34M +$688K +3,086 +42%
AF
737
Allworth Financial
California
$2.34M +$342K +1,536 +17%
RCM
738
Radnor Capital Management
Pennsylvania
$2.33M +$120K +540 +5%
EF
739
Empirical Finance
Pennsylvania
$2.33M +$244K +1,093 +12%
WPP
740
Whalerock Point Partners
Rhode Island
$2.31M – – –
LIM
741
Loudon Investment Management
New Hampshire
$2.31M -$31.2K -140 -1%
PA
742
PFG Advisors
Arizona
$2.3M +$52.1K +234 +2%
CNBTD
743
Citizens National Bank Trust Department
Mississippi
$2.3M +$39K +185 +2%
CI
744
CX Institutional
Indiana
$2.29M +$2.01M +9,028 +718%
CCWA
745
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.29M +$2.29M +10,281 New
HIC
746
Holderness Investments Company
North Carolina
$2.29M +$114K +512 +5%
VWA
747
V Wealth Advisors
Kansas
$2.29M +$152K +681 +7%
BB
748
Berkshire Bank
Massachusetts
$2.26M +$985K +4,419 +77%
LGF
749
LGT Group Foundation
Liechtenstein
$2.25M -$582K -2,650 -21%
MA
750
Modus Advisors
Minnesota
$2.25M +$6.69K +30 +0.3%
28 29
30
31 32