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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 %
FPCG
951
Fort Pitt Capital Group
Pennsylvania
$1.39M -$120K -537 -8%
WA
952
WBH Advisory
Maryland
$1.39M -$85K -400 -6%
MWM
953
Mattern Wealth Management
Kansas
$1.39M -$1.34K -6 -0.1%
ESB
954
Essex Savings Bank
Connecticut
$1.39M -$6.46K -29 -0.5%
TIA
955
Tiemann Investment Advisors
California
$1.38M -$5.57K -25 -0.4%
DMBA
956
Deseret Mutual Benefit Administrators
Utah
$1.38M -$200K -896 -13%
OCM
957
Orleans Capital Management
Louisiana
$1.37M +$73.5K +330 +6%
SWM
958
Silverlake Wealth Management
Vermont
$1.37M +$142K +638 +12%
MOS
959
MGO One Seven
Ohio
$1.37M +$51.3K +230 +4%
PFO
960
Pathstone Family Office
New Jersey
$1.35M -$186K -822 -12%
LC
961
Lavaca Capital
Texas
$1.34M -$780K -3,500 -37%
CFG
962
Citizens Financial Group
Rhode Island
$1.34M -$289K -1,297 -18%
BC
963
Brookfield Corp
Ontario, Canada
$1.34M +$1.34M +6,012 New
JIP
964
Jaffetilchin Investment Partners
Florida
$1.34M +$61.5K +303 +5%
ANI
965
American National Insurance
Texas
$1.34M -$299K -1,340 -18%
NP
966
NorthRock Partners
Minnesota
$1.33M +$284K +1,277 +27%
CCA
967
Checchi Capital Advisers
California
$1.33M +$127K +570 +11%
WEG
968
World Equity Group
Illinois
$1.33M +$1.33M +5,976 New
ANB
969
Amarillo National Bank
Texas
$1.33M -$179K -803 -12%
FNBSF
970
First National Bank Sioux Falls
South Dakota
$1.33M – – –
KMWM
971
Keudell/Morrison Wealth Management
Oregon
$1.33M – – –
TMAM
972
Tokio Marine Asset Management
Japan
$1.33M +$134K +601 +11%
SC
973
Siena Capital
Ohio
$1.32M -$212K -953 -14%
PAM
974
Private Asset Management
California
$1.32M -$158K -710 -11%
TI
975
Tidal Investments
Wisconsin
$1.32M -$3.93M -17,648 -75%
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