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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 %
Fidelity International
1076
Fidelity International
Bermuda
$1.06M -$2.25M -10,112 -68%
IHL
1077
Investment House LLC
California
$1.05M -$22.3K -100 -2%
GC
1078
Garde Capital
Washington
$1.05M – – –
EIA
1079
Eldridge Investment Advisors
New Hampshire
$1.05M – – –
DHFB
1080
Dixon Hubard Feinour & Brown
Virginia
$1.05M – – –
HCA
1081
Heck Capital Advisors
Wisconsin
$1.05M -$6.02K -27 -0.6%
NCM
1082
Narwhal Capital Management
Georgia
$1.05M +$1.05M +4,690 New
SFG
1083
SevenBridge Financial Group
Pennsylvania
$1.04M -$207K -928 -17%
BFO
1084
Biltmore Family Office
North Carolina
$1.04M -$55.7K -250 -5%
CIAS
1085
Capital Investment Advisory Services
North Carolina
$1.04M +$83.5K +375 +9%
GAM
1086
Grandview Asset Management
Pennsylvania
$1.03M +$45.7K +205 +5%
BP
1087
Ballentine Partners
Massachusetts
$1.03M +$136K +611 +15%
JSC
1088
Jackson Square Capital
California
$1.03M -$7.8K -35 -0.8%
HNWAG
1089
High Net Worth Advisory Group
Florida
$1.03M +$111K +500 +12%
ESCM
1090
Echo Street Capital Management
New York
$1.03M -$1.34K -6 -0.1%
BS
1091
Bessemer Securities
New York
$1.03M +$1.03M +4,603 New
CSB
1092
City State Bank
Iowa
$1.02M +$8.47K +38 +0.8%
NIPH
1093
NN Investment Partners Holdings
Netherlands
$1.02M +$355K +1,595 +53%
IA
1094
Insight Advisors
Pennsylvania
$1.02M +$433K +1,941 +73%
RA
1095
RFG Advisory
Alabama
$1.02M -$35.4K -159 -3%
PFT
1096
Providence First Trust
Arizona
$1.02M – – –
FMAEN1
1097
Fund Management at Engine No 1
California
$1.02M +$1.02M +4,579 New
CSPIA
1098
Cary Street Partners Investment Advisory
Virginia
$1.02M +$1.02M +4,580 New
QCIG
1099
Quad-Cities Investment Group
Iowa
$1.02M +$238K +1,068 +31%
RMDI
1100
R.M. Davis Inc
Maine
$1.02M +$267K +1,200 +36%
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