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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 %
CF
901
Centaurus Financial
California
$1.6M +$212K +950 +15%
CW
902
CreativeOne Wealth
Kansas
$1.6M +$808K +3,626 +102%
CSI
903
Cross Staff Investments
New York
$1.6M – – –
TSW
904
Thompson Siegel & Walmsley
Virginia
$1.59M +$210K +943 +15%
OAM
905
Oak Asset Management
California
$1.58M -$1.34K -6 -0.1%
VBCG
906
Valley Brook Capital Group
Pennsylvania
$1.58M +$137K +615 +10%
GCM
907
Gables Capital Management
Florida
$1.57M – – –
MSR
908
Main Street Research
Connecticut
$1.56M -$23.8K -107 -2%
CG
909
Caprock Group
Idaho
$1.56M +$24.5K +110 +2%
IAMOG
910
Investors Asset Management of Georgia
Georgia
$1.56M – – –
CWP
911
Capital Wealth Planning
Florida
$1.56M -$178M -798,899 -99%
CT
912
Coastline Trust
Rhode Island
$1.56M +$20.1K +90 +1%
HSA
913
HBK Sorce Advisory
Pennsylvania
$1.55M -$719K -3,227 -32%
MFG
914
MidWestOne Financial Group
Iowa
$1.54M -$26.1K -117 -2%
GL
915
Graypoint LLC
New York
$1.54M +$364K +1,634 +31%
PA
916
Parallel Advisors
California
$1.54M -$1.78K -8 -0.1%
EIP
917
Epoch Investment Partners
New York
$1.54M +$1.54M +6,896 New
DAM
918
Diamant Asset Management
Connecticut
$1.53M -$66.9K -300 -4%
DI
919
DFPG Investments
Utah
$1.53M +$323K +1,404 +27%
BA
920
BCM Advisors
Louisiana
$1.52M – – –
AAM
921
AR Asset Management
California
$1.52M – – –
SCA
922
STALEY CAPITAL ADVISERS
Pennsylvania
$1.52M – – –
HKAM
923
Horizon Kinetics Asset Management
New York
$1.51M +$39K +175 +3%
CWS
924
Confluence Wealth Services
Pennsylvania
$1.51M -$13.1K -59 -0.9%
HCM
925
Hilton Capital Management
New York
$1.51M – – –
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37
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