CAT icon

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 %
WMG
1651
WESCAP Management Group
California
$356K – – –
SIM
1652
SSI Investment Management
California
$356K +$356K +1,596 New
PL
1653
Plancorp LLC
Missouri
$355K -$96K -431 -21%
ACA
1654
Affinity Capital Advisors
California
$353K -$21.8K -98 -6%
ASC
1655
Atalanta Sosnoff Capital
New York
$353K +$101K +453 +40%
BCM
1656
Beddow Capital Management
Wyoming
$352K -$7.8K -35 -2%
CCMD
1657
Cypress Capital Management (Delaware)
Delaware
$352K – – –
SWMG
1658
Sanchez Wealth Management Group
Florida
$352K +$2.01K +9 +0.6%
SSW
1659
Smith Shellnut Wilson
Mississippi
$352K +$9.8K +44 +3%
TVAMP
1660
Tennessee Valley Asset Management Partners
Tennessee
$352K +$12.7K +57 +4%
LA
1661
Lakeside Advisors
Washington
$351K – – –
PCI
1662
Planning Center Inc
Illinois
$350K -$5.58K -25 -2%
SAS
1663
Sanford Advisory Services
Michigan
$350K – – –
TSWM
1664
Tyler-Stone Wealth Management
Ohio
$350K +$10.5K +47 +3%
WMA
1665
Wealth Management Associates
New Jersey
$349K -$403K -1,810 -54%
DWM
1666
Doyle Wealth Management
Florida
$348K -$892 -4 -0.3%
FFMBT
1667
First Farmers & Merchants Bank Trust
Tennessee
$348K – – –
AA
1668
Addison Advisors
Vermont
$348K +$21.2K +95 +6%
SCM
1669
Southport Capital Management
Tennessee
$348K +$22.8K +102 +7%
CFO
1670
CVA Family Office
Colorado
$348K +$164K +735 +89%
COCM
1671
Charter Oak Capital Management
New Hampshire
$347K +$2.9K +13 +0.8%
AWG
1672
Altus Wealth Group
Colorado
$346K – – –
BFA
1673
Beacon Financial Advisory
Ohio
$346K +$445 +2 +0.1%
OA
1674
Operose Advisors
Wisconsin
$346K +$1.56K +7 +0.5%
PCA
1675
Peddock Capital Advisors
Massachusetts
$346K +$346K +1,553 New
65 66
67
68 69