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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 %
CNFG
1151
Creegan & Nassoura Financial Group
New Hampshire
$908K – – –
MFA
1152
Mayflower Financial Advisors
Massachusetts
$907K -$19.2K -86 -2%
VWA
1153
Visionary Wealth Advisors
Illinois
$905K +$49.2K +221 +6%
BIM
1154
Bridges Investment Management
Nebraska
$902K – – –
MJP
1155
Michael J. Puzo
$897K -$100K -450 -10%
WT
1156
Washington Trust
Rhode Island
$897K – – –
MF
1157
Montis Financial
Massachusetts
$895K -$3.12K -14 -0.3%
TCM
1158
Telos Capital Management
California
$894K -$17.8K -80 -2%
LS
1159
Livforsakringsbolaget Skandia
Sweden
$894K +$134K +600 +18%
PWPS
1160
Pinnacle Wealth Planning Services
Ohio
$893K +$33.4K +150 +4%
SC
1161
Saybrook Capital
North Carolina
$891K -$66.8K -300 -7%
CIM
1162
CIM Investment Management
Pennsylvania
$891K -$1.12K -5 -0.1%
TF
1163
Tompkins Financial
New York
$888K +$738K +3,314 +491%
WAM
1164
Werlinich Asset Management
Connecticut
$886K – – –
HW
1165
Hancock Whitney
Mississippi
$882K -$75.7K -340 -8%
HVIA
1166
Hudson Valley Investment Advisors
New York
$881K -$11.1K -50 -1%
TCB
1167
Texas Capital Bancshares
Texas
$879K +$97.5K +438 +12%
HIA
1168
Harbor Investment Advisory
Maryland
$879K +$130K +585 +17%
GI
1169
Gradient Investments
Minnesota
$877K +$37.7K +169 +4%
NF
1170
Norwood Financial
Pennsylvania
$876K +$72.4K +325 +9%
AIM
1171
Aspen Investment Management
Michigan
$875K -$6.68K -30 -0.8%
CIC
1172
Crawford Investment Counsel
Georgia
$875K +$279K +1,251 +47%
GC
1173
Gilbert & Cook
Iowa
$874K +$51.5K +231 +6%
SW
1174
SlateStone Wealth
Florida
$865K +$865K +3,882 New
MFG
1175
Menard Financial Group
Texas
$864K -$86.7K -389 -9%
45 46
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