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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 %
SW
801
SVB Wealth
Massachusetts
$1.43M +$387K +2,360 +37%
CAAS
802
Capital Asset Advisory Services
Michigan
$1.42M -$199K -1,211 -12%
CPA
803
Court Place Advisors
Maryland
$1.41M -$16.4K -100 -1%
PNC
804
Park National Corp
Ohio
$1.41M +$14.4K +88 +1%
CPIA
805
Cornell Pochily Investment Advisors
New York
$1.4M +$12.3K +75 +0.9%
BCM
806
Boltwood Capital Management
California
$1.4M -$402K -2,451 -22%
MSAM
807
Moloney Securities Asset Management
Missouri
$1.39M -$50.2K -306 -3%
DFA
808
DHJJ Financial Advisors
Illinois
$1.39M – – –
EH
809
Equitable Holdings
New York
$1.38M +$49.2K +300 +4%
BC
810
Burleson & Co
California
$1.38M +$161K +980 +13%
CA
811
Continuum Advisory
Idaho
$1.38M +$571K +3,484 +71%
AF
812
Advisornet Financial
Minnesota
$1.37M -$77.4K -472 -5%
GTAM
813
Global Trust Asset Management
Florida
$1.37M -$123K -752 -8%
DWT
814
Dorsey & Whitney Trust
South Dakota
$1.37M -$24.6K -150 -2%
SWM
815
SeaCrest Wealth Management
New York
$1.36M -$47.7K -291 -3%
TL
816
Tradewinds LLC
North Carolina
$1.36M -$13.9K -85 -1%
TSWM
817
Triangle Securities Wealth Management
North Carolina
$1.36M -$41.2K -251 -3%
DI
818
DFPG Investments
Utah
$1.35M +$36.3K +191 +3%
SBIA
819
Sheaff Brock Investment Advisors
Indiana
$1.35M +$35.1K +214 +3%
BPGAM
820
BTG Pactual Global Asset Management
Bermuda
$1.34M +$1.34M +8,187 New
IWM
821
IHT Wealth Management
Illinois
$1.34M +$554K +3,379 +70%
FIM
822
Fruth Investment Management
Texas
$1.34M – – –
ATC
823
Argent Trust Co
Tennessee
$1.33M -$232K -1,412 -15%
TIA
824
Trust Investment Advisors
Indiana
$1.33M -$6.89K -42 -0.5%
CPO
825
Cerity Partners OCIO
New York
$1.33M -$30.2K -184 -2%
31 32
33
34 35