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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 %
QTM
1276
qPULA Trading Management
New York
$735K +$345K +1,547 +88%
ITIM
1277
Indiana Trust & Investment Management
Indiana
$734K -$22.3K -100 -3%
AP
1278
Atwood & Palmer
Missouri
$732K – – –
KWMG
1279
King Wealth Management Group
Florida
$729K +$446 +2 +0.1%
CPA
1280
Cardiff Park Advisors
California
$728K +$18.7K +84 +3%
IIC
1281
Ironwood Investment Counsel
Arizona
$727K -$1.34K -6 -0.2%
XF
1282
XML Financial
Maryland
$724K +$23.8K +107 +3%
CB
1283
CNB Bank
Pennsylvania
$723K +$62.3K +280 +9%
SFS
1284
Security Financial Services
Indiana
$719K -$37K -166 -5%
AC
1285
Applied Capital
Arkansas
$718K -$33.4K -150 -4%
RF
1286
Rollins Financial
Georgia
$718K -$4.9K -22 -0.7%
HBW
1287
Hazlett, Burt & Watson
West Virginia
$709K +$709K +3,184 New
CGH
1288
CMG Global Holdings
Texas
$706K – – –
PFA
1289
Pathway Financial Advisors
Vermont
$705K -$22.3K -100 -3%
KFS
1290
Kurt F. Somerville
$705K +$12.3K +55 +2%
DG
1291
DMC Group
Alabama
$704K -$106K -491 -13%
FMN
1292
Financial Management Network
California
$702K +$662 +3 +0.1%
AIC
1293
Archer Investment Corporation
Indiana
$701K – – –
WCWM
1294
Willow Creek Wealth Management
California
$700K – – –
SFP
1295
Sweet Financial Partners
Minnesota
$700K +$27K +121 +4%
GWM
1296
Gray Wealth Management
Maine
$699K +$58.2K +261 +9%
FFA
1297
Founders Financial Alliance
North Carolina
$698K +$4.91K +22 +0.7%
ECM
1298
Evergreen Capital Management
Washington
$698K +$48.2K +216 +7%
6F
1299
626 Financial
Michigan
$696K +$10.2K +46 +1%
BL
1300
Balentine LLC
Georgia
$695K +$194K +870 +39%
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