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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 %
IP
851
Ignite Planners
California
$1.82M +$83.3K +385 +5%
CIA
852
Cascade Investment Advisors
Oregon
$1.82M +$102K +460 +6%
FIM
853
Fruth Investment Management
Texas
$1.81M – – –
CL
854
Choreo LLC
Illinois
$1.8M -$413K -1,854 -19%
LFAS
855
Level Four Advisory Services
Texas
$1.8M -$402K -1,806 -18%
ACM
856
AlphaStar Capital Management
North Carolina
$1.8M -$108K -486 -6%
TPCW
857
TD Private Client Wealth
New York
$1.8M -$102K -460 -5%
SBIA
858
Sheaff Brock Investment Advisors
Indiana
$1.79M -$25K -112 -1%
CCA
859
Cobblestone Capital Advisors
New York
$1.79M +$6.02K +27 +0.3%
CK
860
Cohen Klingenstein
New York
$1.78M – – –
DT
861
Diversified Trust
Tennessee
$1.77M -$453K -2,035 -20%
WWM
862
Windsor Wealth Management
Indiana
$1.76M -$13.5K -62 -0.8%
GJIC
863
Gamble Jones Investment Counsel
California
$1.76M -$11.1K -50 -0.6%
OPCM
864
Osborne Partners Capital Management
California
$1.76M -$189K -849 -10%
BS
865
Boenning & Scattergood
Pennsylvania
$1.76M +$60.4K +271 +4%
DIA
866
Dana Investment Advisors
Wisconsin
$1.75M -$82.4K -370 -4%
GFA
867
Gifford Fong Associates
California
$1.74M – – –
IWC
868
Integrated Wealth Concepts
Massachusetts
$1.74M -$12.5K -56 -0.7%
PA
869
Probity Advisors
Texas
$1.73M -$75.5K -339 -4%
SDIC
870
South Dakota Investment Council
South Dakota
$1.73M -$1.33M -5,970 -43%
CT
871
Columbia Trust
Oregon
$1.73M -$160K -704 -8%
ATPW
872
Ashton Thomas Private Wealth
Arizona
$1.72M +$750K +3,366 +77%
DWA
873
Delos Wealth Advisors
Texas
$1.71M +$179K +802 +12%
DSN
874
D. Scott Neal
Kentucky
$1.71M – – –
AB
875
Atlas Brown
Kentucky
$1.71M -$22.7K -102 -1%
33 34
35
36 37