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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 %
TA
1001
TKG Advisors
Indiana
$1.25M +$240K +1,075 +24%
FFA
1002
First Foundation Advisors
California
$1.25M -$134K -601 -10%
LWAC
1003
Laurel Wealth Advisors (California)
California
$1.25M -$451K -2,023 -27%
DJSG
1004
D.J. St. Germain
Massachusetts
$1.24M +$18.3K +82 +1%
SFFS
1005
Stonehage Fleming Financial Services
Jersey
$1.24M +$327K +1,470 +36%
HI
1006
Hoey Investments
Pennsylvania
$1.24M +$250K +1,122 +25%
CGL
1007
Clarius Group LLC
Washington
$1.24M – – –
ACWM
1008
Adams Chetwood Wealth Management
North Carolina
$1.24M +$3.79K +17 +0.3%
EWA
1009
EP Wealth Advisors
California
$1.24M +$31.2K +140 +3%
HFA
1010
High Falls Advisors
New York
$1.23M +$892 +4 +0.1%
BFG
1011
Barber Financial Group
Kansas
$1.23M -$8.02K -36 -0.7%
CAG
1012
Csenge Advisory Group
Florida
$1.23M +$113K +506 +10%
VST
1013
Van Strum & Towne
California
$1.22M +$27.9K +128 +2%
CIA
1014
Cladis Investment Advisory
Montana
$1.22M +$267K +1,200 +28%
LA
1015
Latitude Advisors
Florida
$1.21M +$601K +2,695 +98%
AWM
1016
Apollon Wealth Management
South Carolina
$1.21M -$227K -1,019 -16%
WFM
1017
Wolff Financial Management
Michigan
$1.21M – – –
EB
1018
Eastern Bank
Massachusetts
$1.21M +$9.13K +41 +0.8%
CWP
1019
CFM Wealth Partners
Texas
$1.21M +$22.3K +100 +2%
CL
1020
CPWM LLC
Washington
$1.21M +$35.2K +158 +3%
GA
1021
GoalVest Advisory
New York
$1.2M +$1.2M +5,404 New
RIL
1022
Rothschild Investment LLC
Illinois
$1.2M -$18.9K -85 -2%
GPA
1023
Garrison Point Advisors
California
$1.2M – – –
GLA
1024
Good Life Advisors
Pennsylvania
$1.2M +$78.9K +354 +7%
CFGS
1025
Concourse Financial Group Securities
Alabama
$1.19M -$367K -1,645 -24%
39 40
41
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