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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 %
BWA
1526
BlueSky Wealth Advisors
North Carolina
$443K +$15.6K +70 +4%
SS
1527
Sunbelt Securities
Texas
$440K -$133K -598 -23%
FBB
1528
Fulton Breakefield Broenniman
Maryland
$440K +$205K +920 +87%
BCM
1529
Bluefin Capital Management
New York
$439K -$1.7M -7,630 -79%
GCA
1530
Gradient Capital Advisors
California
$439K +$125K +559 +40%
CGA
1531
Crescent Grove Advisors
Illinois
$438K -$121K -542 -22%
CHA
1532
Cooper/Haims Advisors
New York
$437K +$17.6K +79 +4%
FA
1533
Financial Advantage
Maryland
$437K +$437K +1,965 New
FCFC
1534
First Commonwealth Financial Corp
Pennsylvania
$436K – – –
AP
1535
Appleton Partners
Massachusetts
$434K -$26.5K -119 -6%
CFA
1536
Camarda Financial Advisors
Florida
$434K +$434K +1,950 New
MGWM
1537
Marks Group Wealth Management
Minnesota
$433K +$34.3K +154 +9%
LWM
1538
Laidlaw Wealth Management
New York
$432K -$699K -3,141 -62%
YIA
1539
YHB Investment Advisors
Connecticut
$432K +$45K +202 +12%
EWM
1540
Evermay Wealth Management
Virginia
$431K – – –
CCM
1541
Corsair Capital Management
New York
$430K +$430K +1,928 New
CAI
1542
Capital Advisors Inc
Oklahoma
$428K +$53.8K +241 +14%
FPOC
1543
Financial Planners of Cleveland
Ohio
$427K -$351K -1,574 -45%
EHWM
1544
Eads & Heald Wealth Management
Georgia
$426K -$6.68K -30 -2%
IF
1545
Intrua Financial
Texas
$426K +$5.56K +25 +1%
MCA
1546
MSH Capital Advisors
Arizona
$423K +$31.6K +142 +8%
FPWM
1547
FSB Premier Wealth Management
Iowa
$423K +$29.9K +141 +8%
CCS
1548
Concentric Capital Strategies
Connecticut
$423K +$423K +1,900 New
HPWM
1549
Highland Private Wealth Management
Washington
$422K +$10.5K +47 +3%
AFG
1550
Allegheny Financial Group
Pennsylvania
$421K +$15.6K +70 +4%
60 61
62
63 64