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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 %
QCM
751
Quantinno Capital Management
New York
$1.59M +$345K +2,101 +28%
KTC
752
Kistler-Tiffany Companies
Pennsylvania
$1.59M +$2.63K +16 +0.2%
FNBTCON
753
First National Bank & Trust Co of Newtown
Pennsylvania
$1.57M – – –
GCL
754
Gouws Capital LLC
North Carolina
$1.57M +$963K +5,866 +159%
GSC
755
G&S Capital
Colorado
$1.56M +$36.9K +225 +2%
BC
756
Brookfield Corp
Ontario, Canada
$1.56M +$1.56M +9,517 New
NGA
757
Naples Global Advisors
Florida
$1.56M +$99.3K +605 +7%
EL
758
EMFO LLC
Florida
$1.54M +$1.46M +8,893 +1,744%
WSC
759
Wellington Shields & Co
New York
$1.54M – – –
GVAG
760
Great Valley Advisor Group
Delaware
$1.54M +$46.4K +283 +3%
BA
761
BCM Advisors
Louisiana
$1.54M – – –
HI
762
Hoey Investments
Pennsylvania
$1.53M +$1M +6,100 +189%
SFA
763
Sequoia Financial Advisors
Ohio
$1.53M -$154K -935 -9%
HT
764
Heritage Trust
Oklahoma
$1.53M -$1.31K -8 -0.1%
MCM
765
MAI Capital Management
Ohio
$1.53M -$119K -724 -7%
LA
766
Lifeworks Advisors
Michigan
$1.53M +$42.9K +198 +3%
PA
767
Procyon Advisors
Connecticut
$1.52M -$246K -1,502 -14%
MCWS
768
McKinley Carter Wealth Services
West Virginia
$1.52M +$11.8K +72 +0.8%
IP
769
Investment Partners
Ohio
$1.52M +$736K +4,484 +94%
TT
770
TI-Trust
Illinois
$1.52M +$32.8K +200 +2%
AHC
771
Adell Harriman & Carpenter
Texas
$1.52M -$100K -610 -6%
TFA
772
Triad Financial Advisors
North Carolina
$1.52M -$3.28K -20 -0.2%
RMC
773
Resources Management Corp
Connecticut
$1.51M -$121K -740 -7%
PCIA
774
Prime Capital Investment Advisors
Kansas
$1.51M +$134K +815 +10%
FHB
775
First Hawaiian Bank
Hawaii
$1.51M -$2.3K -14 -0.2%
29 30
31
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