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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 %
SP
976
Symmetry Partners
Connecticut
$932K – – –
CCA
977
Checchi Capital Advisers
California
$931K -$9.19K -56 -1%
TWP
978
Tempus Wealth Planning
California
$926K +$2.46K +15 +0.3%
CF
979
Centaurus Financial
California
$925K -$118K -718 -11%
TFS
980
Thoroughbred Financial Services
Tennessee
$922K -$33.9K -207 -4%
AWM
981
Apollon Wealth Management
South Carolina
$921K +$24.1K +147 +3%
PIM
982
Penobscot Investment Management
Massachusetts
$920K – – –
CL
983
CPWM LLC
Washington
$920K +$32K +195 +4%
SFFS
984
Stonehage Fleming Financial Services
Jersey
$914K – – –
BFG
985
Barber Financial Group
Kansas
$909K +$821 +5 +0.1%
CWP
986
CFM Wealth Partners
Texas
$909K +$16.4K +100 +2%
NFG
987
Nations Financial Group
Iowa
$905K -$5.58K -34 -0.6%
AAM
988
Aureus Asset Management
Massachusetts
$904K +$492 +3 +0.1%
MHS
989
M Holdings Securities
Oregon
$902K +$7.87K +48 +0.9%
VST
990
Van Strum & Towne
California
$901K – – –
CIA
991
Cladis Investment Advisory
Montana
$900K +$24.6K +150 +3%
NCGI
992
Next Century Growth Investors
Minnesota
$899K +$5.9K +36 +0.7%
ATWA
993
Arbor Trust Wealth Advisors
Michigan
$897K -$44.9K -275 -5%
HT
994
HighTower Trust
Texas
$897K +$897K +5,465 New
CS
995
Comerica Securities
Michigan
$896K -$24K -146 -3%
QI
996
Qtron Investments
Massachusetts
$896K – – –
BAM
997
Byrne Asset Management
New Jersey
$895K +$22.1K +135 +3%
EB
998
Eastern Bank
Massachusetts
$894K – – –
RCM
999
RNC Capital Management
California
$892K -$141K -859 -14%
DAS
1000
Dynamic Advisor Solutions
Arizona
$891K +$38.7K +236 +5%
38 39
40
41 42