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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 %
EH
826
Equitable Holdings
New York
$1.92M +$187K +839 +11%
VAS
827
Vestmark Advisory Solutions
Massachusetts
$1.92M +$247K +1,108 +15%
SSWM
828
Smith Salley Wealth Management
North Carolina
$1.92M -$223K -1,000 -10%
FWM
829
Finer Wealth Management
Massachusetts
$1.91M +$44.1K +198 +2%
TIA
830
Trust Investment Advisors
Indiana
$1.9M +$19.6K +88 +1%
MGP
831
Metis Global Partners
California
$1.9M +$840K +3,771 +79%
TSWM
832
Triangle Securities Wealth Management
North Carolina
$1.9M -$62.8K -282 -3%
WAP
833
Wealthcare Advisory Partners
Pennsylvania
$1.89M +$145K +653 +8%
AWM
834
Axxcess Wealth Management
California
$1.88M -$377K -1,693 -17%
CPIA
835
Cornell Pochily Investment Advisors
New York
$1.88M +$366K +1,644 +24%
WI
836
Wintrust Investments
Illinois
$1.87M +$266K +1,250 +17%
FWM
837
Focused Wealth Management
New York
$1.87M -$155K -694 -8%
JIC
838
Johnson Investment Counsel
Ohio
$1.87M -$51K -229 -3%
SCM
839
Spreng Capital Management
Ohio
$1.86M -$192K -860 -9%
APA
840
American Portfolios Advisors
New York
$1.86M +$186K +833 +11%
II
841
Inspire Investing
Idaho
$1.86M -$106K -476 -5%
DWT
842
Dorsey & Whitney Trust
South Dakota
$1.86M +$25K +112 +1%
DFA
843
DHJJ Financial Advisors
Illinois
$1.86M – – –
WAM
844
Weatherly Asset Management
California
$1.86M +$382K +1,713 +26%
IP
845
Intellectus Partners
California
$1.85M +$17.2K +77 +0.9%
UAS
846
United Asset Strategies
New York
$1.85M +$1.27M +5,715 +223%
IA
847
IFP Advisors
Florida
$1.83M +$963K +10,287 +111%
SWM
848
SeaCrest Wealth Management
New York
$1.83M +$18K +81 +1%
OC
849
Oarsman Capital
Wisconsin
$1.83M +$304K +1,364 +20%
BSW
850
Buckingham Strategic Wealth
Missouri
$1.83M -$6.02K -27 -0.3%
32 33
34
35 36