CAT icon

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 %
QFA
1051
Quattro Financial Advisors
Texas
$1.11M – – –
CSIA
1052
Carl Stuart Investment Advisor
Texas
$1.11M +$1.11M +500 New
HT
1053
HighTower Trust
Texas
$1.11M +$15.2K +68 +1%
ZB
1054
Zions Bancorporation
Utah
$1.11M -$88.9K -399 -7%
PCA
1055
Personal Capital Advisors
California
$1.1M -$133K -597 -11%
LA
1056
Lifeworks Advisors
Michigan
$1.1M +$486K +2,182 +80%
RWA
1057
River Wealth Advisors
Pennsylvania
$1.09M +$44.6K +200 +4%
CBT
1058
CoreFirst Bank & Trust
Kansas
$1.09M – – –
SIG
1059
Stonegate Investment Group
Alabama
$1.08M +$74.9K +336 +7%
IWM
1060
IHT Wealth Management
Illinois
$1.08M +$24.7K +111 +2%
SFG
1061
Summit Financial Group
West Virginia
$1.08M +$7.8K +35 +0.7%
ISL
1062
Ingalls & Snyder LLC
New York
$1.08M – – –
FFM
1063
Forum Financial Management
Illinois
$1.07M -$24.1K -108 -2%
PIMG
1064
Patriot Investment Management Group
Tennessee
$1.07M +$69.1K +310 +7%
Federated Hermes
1065
Federated Hermes
Pennsylvania
$1.07M -$623K -2,795 -37%
FTC
1066
Farmers Trust Company
Ohio
$1.07M -$201K -900 -16%
AWA
1067
Arkadios Wealth Advisors
Georgia
$1.07M -$41.4K -186 -4%
ACG
1068
Allen Capital Group
Nebraska
$1.07M +$4.9K +22 +0.5%
SIG
1069
Sargent Investment Group
Maryland
$1.07M +$254K +1,138 +31%
CA
1070
Continuum Advisory
Idaho
$1.06M +$744K +3,535 +234%
RSWM
1071
Robertson Stephens Wealth Management
California
$1.06M -$72.4K -325 -6%
IP
1072
Investment Partners
Ohio
$1.06M +$1.78K +8 +0.2%
TNBTD
1073
Trustmark National Bank Trust Department
Mississippi
$1.06M +$8.02K +36 +0.8%
SIMG
1074
Sonora Investment Management Group
Arizona
$1.06M +$47K +211 +5%
Loomis, Sayles & Company
1075
Loomis, Sayles & Company
Massachusetts
$1.06M -$830K -3,725 -44%
41 42
43
44 45