CAT icon

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 %
CT
876
Cambridge Trust
Massachusetts
$1.7M +$28.5K +128 +2%
MPI
877
Mairs & Power Inc
Minnesota
$1.7M +$66.9K +300 +4%
TSS
878
Two Sigma Securities
New York
$1.7M +$677K +3,040 +66%
QIM
879
Quest Investment Management
Oregon
$1.69M – – –
IA
880
Icon Advisers
Colorado
$1.68M +$1.68M +7,525 New
UCB
881
United Community Bank
South Carolina
$1.67M +$75.1K +337 +5%
Tudor Investment Corp
882
Tudor Investment Corp
Connecticut
$1.67M +$1.67M +7,488 New
FDS
883
First Dallas Securities
Texas
$1.66M +$141K +632 +9%
CPO
884
Cerity Partners OCIO
New York
$1.66M +$256K +1,149 +18%
VI
885
Versor Investments
New York
$1.65M +$117K +525 +8%
SIA
886
Schechter Investment Advisors
Michigan
$1.65M +$72K +323 +5%
BFA
887
Bragg Financial Advisors
North Carolina
$1.65M -$109K -490 -6%
JWCA
888
J.W. Cole Advisors
Florida
$1.65M -$80.9K -363 -5%
WTB
889
Washington Trust Bank
Washington
$1.65M -$668 -3 -0%
BAMF
890
BI Asset Management Fondsmaeglerselskab
Denmark
$1.65M +$832K +3,734 +102%
MAM
891
Meeder Asset Management
Ohio
$1.64M +$34.8K +156 +2%
EHC
892
Everett Harris & Co
California
$1.64M +$370K +1,662 +29%
WWP
893
WR Wealth Planners
Missouri
$1.64M +$1.64M +7,363 New
BC
894
Burleson & Co
California
$1.62M +$11.8K +53 +0.7%
HA
895
Harfst & Associates
Wyoming
$1.62M +$128K +576 +9%
WP
896
WealthPLAN Partners
Nebraska
$1.61M +$14.3K +68 +0.9%
WIM
897
WealthPlan Investment Management
Nebraska
$1.61M +$1.61M +7,665 New
SFS
898
Strategic Financial Services
New York
$1.61M -$26.1K -117 -2%
BG
899
Bahl & Gaynor
Ohio
$1.61M -$51.7K -232 -3%
LRPA
900
L. Roy Papp & Associates
Arizona
$1.61M +$3.34K +15 +0.2%
34 35
36
37 38