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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 %
DLA
926
Douglas Lane & Associates
New York
$1.5M +$223 +1 +0%
ANTB
927
AMG National Trust Bank
Colorado
$1.5M – – –
SMC
928
Smith, Moore & Co
Missouri
$1.5M -$891 -4 -0.1%
CT
929
Clearstead Trust
Maine
$1.49M – – –
SCA
930
Southern Capital Advisors
Tennessee
$1.49M -$8.69K -39 -0.6%
TC
931
Titleist Capital
Texas
$1.49M +$723K +3,246 +95%
LB
932
Legacy Bridge
Iowa
$1.48M – – –
HTC
933
Haverford Trust Company
Pennsylvania
$1.48M +$199K +893 +15%
WBCM
934
Wilson & Boucher Capital Management
California
$1.48M +$55.7K +250 +4%
SSW
935
Stone Summit Wealth
Florida
$1.47M +$446K +2,034 +44%
GVAG
936
Great Valley Advisor Group
Delaware
$1.46M +$23.5K +109 +2%
NL
937
NVWM LLC
Pennsylvania
$1.46M +$1.33M +5,959 +993%
RDIA
938
RE Dickinson Investment Advisors
Iowa
$1.46M – – –
TWI
939
Thomas White International
Illinois
$1.46M – – –
FSA
940
Franklin Street Advisors
North Carolina
$1.45M +$4.9K +22 +0.3%
WG
941
Winton Group
United Kingdom
$1.45M -$893K -4,007 -38%
SW
942
SVB Wealth
Massachusetts
$1.45M +$67.1K +301 +5%
AIA
943
Affinity Investment Advisors
California
$1.44M +$1.44M +6,482 New
MWM
944
Maltin Wealth Management
New Jersey
$1.44M +$421K +1,888 +41%
FPCP
945
Fort Point Capital Partners
California
$1.44M +$7.8K +35 +0.5%
RCM
946
RNC Capital Management
California
$1.43M +$293K +1,315 +26%
CFA
947
Cahill Financial Advisors
Minnesota
$1.42M +$28.7K +129 +2%
RA
948
Rational Advisors
New York
$1.42M -$553K -2,483 -28%
SG
949
StoneX Group
New York
$1.4M +$301K +1,352 +27%
PFM
950
Parsec Financial Management
North Carolina
$1.4M +$780K +3,500 +127%
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