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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 %
BMC
976
Beaton Management Company
Massachusetts
$1.32M +$4.46K +20 +0.3%
SP
977
Symmetry Partners
Connecticut
$1.31M – – –
SAM
978
Sequent Asset Management
Texas
$1.31M +$285K +1,279 +28%
HVM
979
Harvest Volatility Management
Connecticut
$1.31M +$604K +2,712 +85%
AG
980
AIA Group
Hong Kong
$1.31M +$910K +4,083 +230%
SB
981
Sunflower Bank
Texas
$1.31M – – –
GW
982
GW & Wade
Massachusetts
$1.3M +$30.3K +136 +2%
TNA
983
True North Advisors
Texas
$1.3M -$557K -2,500 -30%
DA
984
Duality Advisers
Florida
$1.29M +$1.29M +5,809 New
PWM
985
Palumbo Wealth Management
New York
$1.29M +$17.8K +80 +1%
RWM
986
Ritholtz Wealth Management
New York
$1.29M +$142K +638 +12%
DPIM
987
Duff & Phelps Investment Management
Illinois
$1.29M – – –
DF
988
Donoghue Forlines
Massachusetts
$1.29M +$100K +449 +8%
TFS
989
Thoroughbred Financial Services
Tennessee
$1.29M -$1.03M -4,607 -44%
IA
990
Inspire Advisors
Idaho
$1.28M +$35.6K +160 +3%
MHS
991
M Holdings Securities
Oregon
$1.28M +$1.28M +5,730 New
Verition Fund Management
992
Verition Fund Management
Connecticut
$1.27M -$3.99M -17,925 -76%
BTWM
993
Baker Tilly Wealth Management
Wisconsin
$1.27M -$27.6K -124 -2%
RIA
994
Realta Investment Advisors
Delaware
$1.27M +$247K +1,109 +24%
SCM
995
Schnieders Capital Management
California
$1.27M +$75.6K +339 +6%
KA
996
Kovack Advisors
Florida
$1.26M +$167K +751 +15%
PIM
997
Penobscot Investment Management
Massachusetts
$1.26M – – –
TWP
998
Tempus Wealth Planning
California
$1.26M +$77.1K +346 +7%
FANJ
999
Financial Architects (New Jersey)
New Jersey
$1.26M +$207K +930 +20%
CIP
1000
Convergence Investment Partners
Florida
$1.26M +$5.35K +24 +0.4%
38 39
40
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