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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 %
FCBT
751
First Citizens Bank & Trust
North Carolina
$2.24M +$218K +980 +11%
PA
752
Procyon Advisors
Connecticut
$2.24M +$183K +823 +9%
MCM
753
MAI Capital Management
Ohio
$2.23M +$285K +1,280 +15%
MCM
754
Mill Capital Management
North Carolina
$2.23M – – –
GIM
755
Guardian Investment Management
California
$2.23M +$2.23M +10,057 New
DCM
756
Donaldson Capital Management
Indiana
$2.23M +$151K +678 +7%
H
757
HoyleCohen
California
$2.22M -$38.5K -173 -2%
MAM
758
Madison Asset Management
Wisconsin
$2.22M -$177K -795 -7%
CAAS
759
Capital Asset Advisory Services
Michigan
$2.21M +$836K +3,754 +61%
MCAI
760
Members Capital Advisors Inc
Wisconsin
$2.21M +$310K +1,392 +16%
GAM
761
Gotham Asset Management
New York
$2.21M -$9.2M -41,267 -81%
1SB
762
1ST Source Bank
Indiana
$2.2M +$110K +492 +5%
MCM
763
Murphy Capital Management
New Jersey
$2.2M -$59K -265 -3%
CA
764
Cumberland Advisors
Florida
$2.2M +$66.9K +300 +3%
Los Angeles Capital Management
765
Los Angeles Capital Management
California
$2.19M +$1.03M +4,606 +88%
TC
766
Truvestments Capital
Florida
$2.19M -$97.6K -438 -4%
VVP
767
Venture Visionary Partners
Ohio
$2.19M +$24.9K +112 +1%
SFP
768
Shepherd Financial Partners
Massachusetts
$2.17M +$1.64M +7,354 +306%
AAM
769
Aureus Asset Management
Massachusetts
$2.16M -$8.91K -40 -0.4%
WSFS
770
Wilmington Savings Fund Society
Delaware
$2.16M +$48.3K +217 +2%
MIG
771
McGuire Investment Group
Rhode Island
$2.15M +$2.15M +9,665 New
FNBTCON
772
First National Bank & Trust Co of Newtown
Pennsylvania
$2.15M -$50.6K -227 -2%
AHC
773
Adell Harriman & Carpenter
Texas
$2.15M +$89.1K +400 +4%
LOIM
774
Liberty One Investment Management
Illinois
$2.15M +$81.6K +366 +4%
KTC
775
Kistler-Tiffany Companies
Pennsylvania
$2.15M +$3.12K +14 +0.1%
29 30
31
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