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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 %
CCP
801
Corient Capital Partners
California
$2.02M +$293K +1,316 +17%
TT
802
TI-Trust
Illinois
$2.02M -$134K -600 -6%
WPW
803
Waldron Private Wealth
Pennsylvania
$2.02M +$43K +193 +2%
AF
804
Advisornet Financial
Minnesota
$2.01M +$176K +792 +10%
OPA
805
Old Port Advisors
Maine
$2.01M -$7.03K -32 -0.3%
HA
806
Hamel Associates
New Jersey
$2.01M +$295K +1,325 +17%
PNC
807
Park National Corp
Ohio
$2M +$1.11K +5 +0.1%
WWM
808
Western Wealth Management
Colorado
$2M +$1.17M +5,261 +143%
AWM
809
Altium Wealth Management
New York
$1.99M +$291K +1,307 +17%
BAM
810
Belpointe Asset Management
Nevada
$1.98M -$10K -45 -0.5%
MCWS
811
McKinley Carter Wealth Services
West Virginia
$1.98M +$5.57K +25 +0.3%
AIC
812
Argus Investors Counsel
New York
$1.97M – – –
NGA
813
Naples Global Advisors
Florida
$1.97M +$1.34K +6 +0.1%
PFA
814
Pure Financial Advisors
California
$1.96M +$1.61M +7,230 +457%
AWAM
815
Appian Way Asset Management
New York
$1.96M +$1.96M +8,800 New
OA
816
Oxbow Advisors
Texas
$1.96M -$45K -202 -2%
VCA
817
Verdence Capital Advisors
Maryland
$1.96M +$138K +618 +8%
OIA
818
OneDigital Investment Advisors
Kansas
$1.95M +$86.2K +387 +5%
S
819
SignatureFD
Georgia
$1.94M +$76K +341 +4%
CPA
820
Court Place Advisors
Maryland
$1.94M +$66.8K +300 +4%
MSAM
821
Moloney Securities Asset Management
Missouri
$1.93M +$206K +923 +12%
RCM
822
RB Capital Management
Nevada
$1.93M +$52.4K +235 +3%
RWA
823
Ropes Wealth Advisors
Massachusetts
$1.93M -$20.3K -91 -1%
IRF
824
IBM Retirement Fund
New York
$1.93M -$110K -492 -5%
CAN
825
Claraphi Advisory Network
United States
$1.92M +$25.8K +116 +1%
31 32
33
34 35