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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 %
HCM
1026
Howland Capital Management
Massachusetts
$1.19M +$61.1K +274 +5%
AI
1027
AXS Investments
New York
$1.19M -$4.34M -19,464 -78%
BAM
1028
Byrne Asset Management
New Jersey
$1.19M +$95.8K +430 +9%
EP
1029
Edgestream Partners
New Jersey
$1.19M +$767K +3,443 +183%
CS
1030
Comerica Securities
Michigan
$1.18M -$41.7K -187 -3%
PGAM
1031
Princeton Global Asset Management
New Jersey
$1.18M -$117K -525 -9%
HPC
1032
HM Payson & Co
Maine
$1.18M -$19.6K -88 -2%
SCM
1033
SOL Capital Management
Maryland
$1.18M -$44.5K -200 -4%
FWP
1034
FAS Wealth Partners
Kansas
$1.18M +$216K +968 +22%
RGI
1035
River Global Investors
United Kingdom
$1.18M +$444K +1,990 +60%
IFWM
1036
Institute for Wealth Management
Colorado
$1.18M +$21.4K +96 +2%
DAS
1037
Dynamic Advisor Solutions
Arizona
$1.17M +$227K +1,018 +24%
FC
1038
FORA Capital
Florida
$1.16M +$1.16M +5,219 New
ATWA
1039
Arbor Trust Wealth Advisors
Michigan
$1.16M -$83.6K -375 -7%
HIIFS
1040
Harel Insurance Investments & Financial Services
Israel
$1.16M +$534K +2,395 +85%
UBV
1041
United Bank (Virginia)
Virginia
$1.15M -$802K -3,600 -41%
BSA
1042
Braun Stacey Associates
New York
$1.15M -$111K -500 -9%
NFG
1043
Nations Financial Group
Iowa
$1.14M +$46.6K +209 +4%
LTI
1044
Laffer Tengler Investments
Tennessee
$1.13M +$240K +1,077 +27%
LWAM
1045
Legacy Wealth Asset Management
Minnesota
$1.13M +$18.5K +83 +2%
PA
1046
PSI Advisors
Florida
$1.13M -$353K -1,585 -24%
WR
1047
WD Rutherford
Oregon
$1.12M +$94.7K +425 +9%
P
1048
Pitcairn
Pennsylvania
$1.12M +$586K +2,630 +110%
HA
1049
HYA Advisors
Missouri
$1.12M +$4.23K +19 +0.4%
JCA
1050
Jade Capital Advisors
New Jersey
$1.12M +$1.12M +5,003 New
40 41
42
43 44