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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 %
SIG
901
Sargent Investment Group
Maryland
$1.11M +$111K +620 +11%
IWC
902
Integrated Wealth Concepts
Massachusetts
$1.11M -$92.1K -561 -8%
KA
903
Kerrisdale Advisers
Florida
$1.11M +$1.11M +6,740 New
CT
904
Clearstead Trust
Maine
$1.1M – – –
AAM
905
AR Asset Management
California
$1.1M – – –
JWCA
906
J.W. Cole Advisors
Florida
$1.1M -$26.1K -159 -2%
GIM
907
Guardian Investment Management
California
$1.1M – – –
RWM
908
Ritholtz Wealth Management
New York
$1.09M +$41K +250 +4%
LB
909
Legacy Bridge
Iowa
$1.09M – – –
WBCM
910
Wilson & Boucher Capital Management
California
$1.09M +$32.8K +200 +3%
SWM
911
Silverlake Wealth Management
Vermont
$1.09M +$8.7K +53 +0.8%
CT
912
Coastline Trust
Rhode Island
$1.09M -$41K -250 -4%
CCM
913
Covington Capital Management
California
$1.09M +$984 +6 +0.1%
WTB
914
Washington Trust Bank
Washington
$1.08M -$164K -1,000 -13%
EP
915
Eudaimonia Partners
Tennessee
$1.08M -$1.01M -6,161 -48%
PA
916
Parallel Advisors
California
$1.07M -$28.6K -174 -3%
TWI
917
Thomas White International
Illinois
$1.07M – – –
CI
918
Cigna Investments
Connecticut
$1.07M -$64K -390 -6%
RWA
919
River Wealth Advisors
Pennsylvania
$1.07M -$23.1K -141 -2%
FANJ
920
Financial Architects (New Jersey)
New Jersey
$1.06M +$39K +238 +4%
PCA
921
Personal Capital Advisors
California
$1.06M +$78.1K +476 +8%
CAG
922
Csenge Advisory Group
Florida
$1.06M +$261K +1,592 +33%
SC
923
Siena Capital
Ohio
$1.06M +$49.4K +301 +5%
RIL
924
Rothschild Investment LLC
Illinois
$1.05M +$127K +773 +14%
ICM
925
Ionic Capital Management
New York
$1.05M +$1.05M +6,400 New
35 36
37
38 39