CAT icon

Caterpillar
CAT

Overview Fund Activity

1,980 hedge funds and large institutions have $59B invested in Caterpillar in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 787 increasing their positions, 722 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,980
Holders Change
-82
Holders Change %
-3.98%
% of All Funds
34.24%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
94
Increased
787
Reduced
722
Closed
143
Calls
$1.48B
Puts
$1.88B
Net Calls
-$400M
Net Calls Change
+$75.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$318M
2
AS
Altshuler Shaham
Israel
+$139M
3
Amundi
Amundi
France
+$107M
4
Barclays
Barclays
United Kingdom
+$87.2M
5
State Street
State Street
Massachusetts
+$47.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$313M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$166M
4
Morgan Stanley
Morgan Stanley
New York
-$83.9M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$80.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
1326
Intrust Bank
Kansas
$452K -$19.8K -121 -4%
BMC
1327
Benin Management Corp
Connecticut
$452K – – –
LC
1328
Landaas & Company
Wisconsin
$452K +$492 +3 +0.1%
CAI
1329
Capital Advisors Inc
Oklahoma
$452K +$63.4K +356 +16%
BC
1330
Bartlett & Co
Ohio
$451K +$1.64K +10 +0.4%
BCWM
1331
Bartlett & Co Wealth Management
Ohio
$451K +$1.64K +10 +0.4%
MBTD
1332
Mechanics Bank - Trust Department
California
$449K -$13.9K -85 -3%
NG
1333
Northstar Group
New York
$449K +$8.22K +50 +2%
IA
1334
IFG Advisory
Georgia
$448K +$15.1K +92 +3%
MA
1335
MONECO Advisors
Connecticut
$447K -$5.09K -31 -1%
KFI
1336
Key Financial Inc
Pennsylvania
$447K +$344K +2,100 +336%
CCFCSB
1337
Cape Cod Five Cents Savings Bank
Massachusetts
$446K -$16.4K -100 -4%
FNBOH
1338
First National Bank of Hutchinson
Kansas
$446K +$35.4K +216 +9%
SCA
1339
Stonebridge Capital Advisors
Minnesota
$443K -$111K -677 -20%
AL
1340
Aspiriant LLC
California
$443K +$5.08K +31 +1%
TI
1341
Trexquant Investment
Connecticut
$442K -$501K -3,054 -53%
CFA
1342
Capstone Financial Advisors
Illinois
$442K -$66.3K -404 -13%
TAIM
1343
TD Ameritrade Investment Management
Nebraska
$441K -$110K -674 -20%
ZCA
1344
Zeke Capital Advisors
Pennsylvania
$438K -$6.73K -41 -2%
LC
1345
LCNB Corp
Ohio
$438K – – –
CAM
1346
Carret Asset Management
New York
$438K +$20.5K +125 +5%
Jones Financial Companies
1347
Jones Financial Companies
Missouri
$438K +$45.5K +277 +12%
OWM
1348
Opes Wealth Management
California
$437K – – –
CA
1349
Clearstead Advisors
Ohio
$437K +$8.69K +53 +2%
SI
1350
Saxon Interests
Texas
$434K -$13.4K -75 -3%
52 53
54
55 56