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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 %
ANTB
851
AMG National Trust Bank
Colorado
$1.25M +$246K +1,500 +25%
AIA
852
Affinity Investment Advisors
California
$1.25M – – –
WG
853
Winton Group
United Kingdom
$1.25M -$13.7M -83,625 -92%
QIM
854
Quest Investment Management
Oregon
$1.25M – – –
MFG
855
MidWestOne Financial Group
Iowa
$1.24M +$4.1K +25 +0.3%
SSW
856
Stone Summit Wealth
Florida
$1.24M +$27.9K +170 +2%
DSN
857
D. Scott Neal
Kentucky
$1.24M – – –
FF
858
Fluent Financial
Texas
$1.24M +$158K +964 +15%
CT
859
Cambridge Trust
Massachusetts
$1.23M +$9.02K +55 +0.7%
CL
860
Choreo LLC
Illinois
$1.23M -$140K -853 -10%
MGIA
861
Moneta Group Investment Advisors
Missouri
$1.23M -$363K -2,211 -23%
Acadian Asset Management
862
Acadian Asset Management
Massachusetts
$1.23M -$2.72M -16,600 -69%
HI
863
Horizon Investments
North Carolina
$1.22M -$1.08M -6,650 -47%
FWM
864
Focused Wealth Management
New York
$1.22M +$6.89K +42 +0.6%
HKAM
865
Horizon Kinetics Asset Management
New York
$1.22M +$88.6K +540 +8%
PA
866
Probity Advisors
Texas
$1.21M -$80.6K -491 -6%
Credit Agricole
867
Credit Agricole
France
$1.21M +$583K +3,553 +93%
AB
868
Atlas Brown
Kentucky
$1.2M -$50.2K -306 -4%
CCP
869
Cunning Capital Partners
North Carolina
$1.2M – – –
IA
870
Inspire Advisors
Idaho
$1.2M +$198K +1,208 +20%
OPCM
871
Osborne Partners Capital Management
California
$1.19M +$42.8K +261 +4%
ATPW
872
Ashton Thomas Private Wealth
Arizona
$1.19M +$26.4K +161 +2%
MFG
873
Merit Financial Group
Georgia
$1.19M -$2.21M -13,496 -65%
LRPA
874
L. Roy Papp & Associates
Arizona
$1.19M – – –
RA
875
RFG Advisory
Alabama
$1.19M +$132K +573 +12%
33 34
35
36 37