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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 %
WAM
826
Weatherly Asset Management
California
$1.33M +$164 +1 +0%
TAM
827
Townsend Asset Management
North Carolina
$1.31M +$164 +1 +0%
UCB
828
United Community Bank
South Carolina
$1.31M +$30.4K +185 +2%
CK
829
Cohen Klingenstein
New York
$1.31M – – –
IAMOG
830
Investors Asset Management of Georgia
Georgia
$1.31M +$141K +860 +12%
S
831
SignatureFD
Georgia
$1.31M -$189K -1,149 -13%
HSA
832
HBK Sorce Advisory
Pennsylvania
$1.31M +$130K +793 +11%
TMAM
833
Tokio Marine Asset Management
Japan
$1.31M +$136K +832 +12%
TPCW
834
TD Private Client Wealth
New York
$1.3M +$62.7K +382 +5%
Capstone Investment Advisors
835
Capstone Investment Advisors
New York
$1.3M +$790K +4,815 +154%
MGP
836
Metis Global Partners
California
$1.3M +$2.95K +18 +0.2%
VWA
837
V Wealth Advisors
Kansas
$1.3M -$469K -2,856 -27%
LFAS
838
Level Four Advisory Services
Texas
$1.3M -$28.1K -171 -2%
RWA
839
Ropes Wealth Advisors
Massachusetts
$1.3M – – –
SCM
840
Spreng Capital Management
Ohio
$1.3M -$47.6K -290 -4%
IC
841
Inscription Capital
Texas
$1.29M -$222K -1,350 -15%
HA
842
Hamel Associates
New Jersey
$1.29M -$28.7K -175 -2%
APA
843
American Portfolios Advisors
New York
$1.28M -$43K -262 -3%
GFA
844
Gifford Fong Associates
California
$1.28M – – –
FDS
845
First Dallas Securities
Texas
$1.27M +$49.4K +301 +4%
IP
846
Intellectus Partners
California
$1.27M -$87.9K -536 -6%
CWA
847
Core Wealth Advisors
Florida
$1.26M +$151K +918 +14%
WI
848
Wintrust Investments
Illinois
$1.26M -$230K -1,350 -15%
CT
849
Columbia Trust
Oregon
$1.26M +$48.1K +293 +4%
BS
850
Boenning & Scattergood
Pennsylvania
$1.25M -$15.6K -95 -1%
32 33
34
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