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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 %
FAFN
1426
First Affirmative Financial Network
Colorado
$524K +$10.3K +46 +2%
THWM
1427
Taylor Hoffman Wealth Management
Virginia
$523K -$95.2K -427 -15%
FSA
1428
Fort Sheridan Advisors
Illinois
$523K +$60.2K +270 +13%
SWP
1429
Summit Wealth Partners
Florida
$522K – – –
SIM
1430
Stratos Investment Management
Ohio
$522K +$39.5K +177 +8%
FIA
1431
Foundations Investment Advisors
Arizona
$521K -$9.34K -41 -2%
AWA
1432
Acorn Wealth Advisors
Michigan
$519K +$1.78K +8 +0.3%
HIM
1433
Hotaling Investment Management
Pennsylvania
$519K +$519K +2,330 New
MA
1434
Montag & Associates
Georgia
$516K – – –
WP
1435
WealthSource Partners
California
$513K -$1.78K -8 -0.3%
NSB
1436
Norway Savings Bank
Maine
$513K +$295K +1,325 +136%
MFC
1437
Mechanics Financial Corp
Ohio
$512K – – –
S
1438
SimplyRich
California
$510K -$863K -3,878 -63%
SFS
1439
Summit Financial Strategies
Ohio
$509K -$8.02K -36 -2%
CPA
1440
Capital Planning Advisors
California
$509K +$26.7K +120 +6%
CWM
1441
C2C Wealth Management
Arizona
$508K +$131K +560 +35%
AMG
1442
Advisors Management Group
Wisconsin
$507K +$26.7K +120 +6%
TW
1443
TrinityPoint Wealth
Connecticut
$507K +$90.9K +408 +22%
CT
1444
Chicago Trust
Illinois
$506K -$1.84M -8,261 -78%
AWM
1445
Aberdeen Wealth Management
Illinois
$505K – – –
GB
1446
Goepper Burkhardt
South Carolina
$504K – – –
AA
1447
ALPS Advisors
Colorado
$502K -$372K -1,672 -43%
AIM
1448
Athena Investment Management
California
$500K +$500K +2,238 New
CWM
1449
Cahaba Wealth Management
Georgia
$499K -$18.9K -90 -4%
WPW
1450
Warther Private Wealth
Ohio
$499K +$162K +737 +48%
56 57
58
59 60