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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 %
WWP
876
WR Wealth Planners
Missouri
$1.18M – – –
SMC
877
Smith, Moore & Co
Missouri
$1.18M +$69.1K +421 +6%
CSI
878
Cross Staff Investments
New York
$1.18M – – –
OC
879
Oarsman Capital
Wisconsin
$1.17M +$26.4K +161 +2%
MAM
880
Meeder Asset Management
Ohio
$1.17M -$202K -1,232 -15%
GCM
881
Gables Capital Management
Florida
$1.17M +$11.5K +70 +1%
CG
882
Caprock Group
Idaho
$1.17M +$31.2K +190 +3%
FAIM
883
Financial Advocates Investment Management
Washington
$1.16M +$381K +2,320 +49%
OAM
884
Oak Asset Management
California
$1.16M +$1.16M +7,069 New
TSW
885
Thompson Siegel & Walmsley
Virginia
$1.15M – – –
AG
886
AIA Group
Hong Kong
$1.15M +$338K +2,060 +42%
SFS
887
Strategic Financial Services
New York
$1.15M -$21.2K -129 -2%
FSA
888
Franklin Street Advisors
North Carolina
$1.15M – – –
BFA
889
Bragg Financial Advisors
North Carolina
$1.14M -$55.9K -341 -5%
VBCG
890
Valley Brook Capital Group
Pennsylvania
$1.14M +$1.64K +10 +0.1%
MSR
891
Main Street Research
Connecticut
$1.13M +$21.7K +132 +2%
AIC
892
Argus Investors Counsel
New York
$1.13M -$328K -2,000 -23%
TI
893
Tidal Investments
Wisconsin
$1.12M +$38.1K +232 +4%
LWAC
894
Laurel Wealth Advisors (California)
California
$1.12M +$16.9K +103 +2%
CGL
895
Clarius Group LLC
Washington
$1.12M +$39.1K +238 +4%
SCA
896
STALEY CAPITAL ADVISERS
Pennsylvania
$1.12M – – –
APP
897
Avantax Planning Partners
Iowa
$1.11M -$1.79M -10,910 -62%
HCM
898
Hilton Capital Management
New York
$1.11M – – –
HVM
899
Harvest Volatility Management
Connecticut
$1.11M +$51.1K +308 +5%
Harris Associates
900
Harris Associates
Illinois
$1.11M – – –
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