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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 %
HI
776
Hudock Inc
Pennsylvania
$2.14M -$44.8K -201 -2%
HDIM
777
Hanson & Doremus Investment Management
Vermont
$2.14M -$8.47K -38 -0.4%
CI
778
Cigna Investments
Connecticut
$2.14M -$604K -2,710 -22%
NHC
779
Nicholas Hoffman & Company
Georgia
$2.14M -$16.7K -75 -0.8%
PAM
780
Palisade Asset Management
Minnesota
$2.12M -$68.9K -309 -3%
GEA
781
Glen Eagle Advisors
New Jersey
$2.12M -$58.2K -261 -3%
AAMU
782
AEGON Asset Management (UK)
United Kingdom
$2.12M -$520K -2,335 -20%
ATC
783
Adirondack Trust Company
New York
$2.12M +$116K +521 +6%
FFN
784
Focus Financial Network
Minnesota
$2.12M -$2.41M -10,801 -53%
TBA
785
Tower Bridge Advisors
Pennsylvania
$2.11M -$51.2K -230 -2%
PCM
786
Princeton Capital Management
New Jersey
$2.1M -$80.9K -363 -4%
Harris Associates
787
Harris Associates
Illinois
$2.1M -$3M -13,468 -59%
HT
788
Heritage Trust
Oklahoma
$2.1M -$326K -1,463 -13%
WSC
789
Wellington Shields & Co
New York
$2.1M -$178K -800 -8%
RIA
790
Regal Investment Advisors
Michigan
$2.07M -$2.67K -12 -0.1%
WHG
791
Westwood Holdings Group
Texas
$2.06M +$136K +609 +7%
MMHP
792
Murphy Middleton Hinkle & Parker
Georgia
$2.05M +$2.23K +10 +0.1%
CW
793
Connectus Wealth
Ohio
$2.05M -$33.7K -163 -2%
TFA
794
Triad Financial Advisors
North Carolina
$2.05M -$132K -592 -6%
GSC
795
G&S Capital
Colorado
$2.04M +$257K +1,152 +14%
MGIA
796
Moneta Group Investment Advisors
Missouri
$2.04M +$500K +2,243 +32%
AWA
797
Aaron Wealth Advisors
Illinois
$2.03M +$2.02M +451,208 +22,482%
FHB
798
First Hawaiian Bank
Hawaii
$2.03M -$4.68K -21 -0.2%
PWP
799
Perfromance Wealth Partners
Illinois
$2.03M +$366K +1,645 +22%
ATC
800
Argent Trust Co
Tennessee
$2.02M +$106K +474 +6%
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