CAT icon

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 %
SWM
776
Spire Wealth Management
Virginia
$1.5M -$491K -2,995 -25%
TC
777
Truvestments Capital
Florida
$1.5M -$37.9K -231 -2%
JIC
778
Johnson Investment Counsel
Ohio
$1.5M +$104K +632 +7%
WB
779
WesBanco Bank
West Virginia
$1.5M -$2.27M -13,848 -60%
WPW
780
Waldron Private Wealth
Pennsylvania
$1.5M -$40.8K -249 -3%
OIA
781
OneDigital Investment Advisors
Kansas
$1.5M +$37.6K +229 +3%
PA
782
Profund Advisors
Maryland
$1.49M -$42.8K -261 -3%
AIM
783
Anchor Investment Management
South Carolina
$1.49M -$227K -1,384 -13%
RCM
784
RB Capital Management
Nevada
$1.49M +$59.6K +363 +4%
PFA
785
Pure Financial Advisors
California
$1.48M +$22.7K +138 +2%
IP
786
Ignite Planners
California
$1.48M +$20K +117 +1%
FWM
787
Finer Wealth Management
Massachusetts
$1.48M +$53.1K +324 +4%
WSFS
788
Wilmington Savings Fund Society
Delaware
$1.47M -$123K -750 -8%
HDIM
789
Hanson & Doremus Investment Management
Vermont
$1.47M -$38.1K -232 -3%
MMHP
790
Murphy Middleton Hinkle & Parker
Georgia
$1.46M -$49.2K -300 -3%
UAS
791
United Asset Strategies
New York
$1.46M +$74K +451 +5%
VVP
792
Venture Visionary Partners
Ohio
$1.46M +$10.3K +63 +0.7%
PCM
793
Princeton Capital Management
New Jersey
$1.46M -$59.7K -364 -4%
WAP
794
Wealthcare Advisory Partners
Pennsylvania
$1.46M +$48.6K +296 +3%
AIL
795
AGF Investments LLC
Ontario, Canada
$1.45M +$659K +4,015 +84%
OA
796
Oxbow Advisors
Texas
$1.44M – – –
WHG
797
Westwood Holdings Group
Texas
$1.44M -$85K -518 -6%
AWM
798
Axxcess Wealth Management
California
$1.43M -$358K -2,184 -20%
USCWA
799
U.S. Capital Wealth Advisors
Texas
$1.43M -$7.38K -45 -0.5%
SSWM
800
Smith Salley Wealth Management
North Carolina
$1.43M +$15.1K +92 +1%
30 31
32
33 34