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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 %
PAM
926
Private Asset Management
California
$1.05M +$62.3K +380 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
927
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.05M -$558K -3,400 -35%
AWM
928
Avitas Wealth Management
California
$1.04M -$1.55M -9,427 -60%
VCA
929
Verdence Capital Advisors
Maryland
$1.03M -$3.12K -19 -0.3%
CIP
930
Convergence Investment Partners
Florida
$1.03M +$15.3K +93 +1%
TFA
931
Transamerica Financial Advisors
Florida
$1.03M +$216K +1,318 +27%
ESB
932
Essex Savings Bank
Connecticut
$1.03M +$16.4K +100 +2%
Wolverine Trading
933
Wolverine Trading
Illinois
$1.03M +$1.03M +6,190 New
MWM
934
Mattern Wealth Management
Kansas
$1.02M +$1.64K +10 +0.2%
WA
935
WBH Advisory
Maryland
$1.02M -$7.71K -47 -0.8%
TC
936
Titleist Capital
Texas
$1.01M -$103K -627 -9%
GSB
937
Greenfield Savings Bank
Massachusetts
$1.01M -$13.3K -81 -1%
DLA
938
Douglas Lane & Associates
New York
$1.01M -$36.9K -225 -4%
KMWM
939
Keudell/Morrison Wealth Management
Oregon
$1.01M +$29.2K +178 +3%
GEA
940
Glen Eagle Advisors
New Jersey
$1M -$111K -674 -10%
JIP
941
Jaffetilchin Investment Partners
Florida
$1M -$65.8K -401 -6%
PFM
942
Parsec Financial Management
North Carolina
$1M -$33.3K -203 -3%
FPCP
943
Fort Point Capital Partners
California
$1M -$10.5K -64 -1%
RIA
944
Realta Investment Advisors
Delaware
$1M +$12.3K +75 +1%
DWA
945
Delos Wealth Advisors
Texas
$997K -$545K -3,319 -35%
ANB
946
Amarillo National Bank
Texas
$997K +$7.55K +46 +0.8%
SW
947
SlateStone Wealth
Florida
$996K +$25.4K +155 +3%
GW
948
GW & Wade
Massachusetts
$995K +$41.5K +253 +4%
DJSG
949
D.J. St. Germain
Massachusetts
$992K – – –
BIM
950
Bridges Investment Management
Nebraska
$992K +$328K +2,000 +49%
36 37
38
39 40