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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 %
STA
1751
Summit Trail Advisors
New York
$302K +$302K +1,354 New
AF
1752
Alerus Financial
North Dakota
$301K -$14K -63 -4%
SWA
1753
SFMG Wealth Advisors
Texas
$301K -$13.8K -62 -4%
MHR
1754
Matthew Hamilton Rosenberg
$301K +$17.4K +78 +6%
RWM
1755
RKL Wealth Management
Pennsylvania
$301K +$29.6K +133 +11%
EGM
1756
Engineers Gate Manager
New York
$300K -$463K -2,081 -61%
WAM
1757
Winslow Asset Management
Ohio
$300K -$22.3K -100 -7%
CFC
1758
Coyle Financial Counsel
Illinois
$299K – – –
WFA
1759
WestHill Financial Advisors
California
$298K – – –
IAP
1760
Indie Asset Partners
Indiana
$297K – – –
GWM
1761
Guardian Wealth Management
Illinois
$297K +$10.2K +46 +4%
JCM
1762
J2 Capital Management
Michigan
$294K +$6.45K +29 +2%
CFA
1763
Compass Financial Advisors
Indiana
$294K +$30.9K +139 +12%
AW
1764
Apricus Wealth
South Carolina
$294K +$294K +1,250 New
MCM
1765
Monarch Capital Management
Indiana
$293K – – –
SIA
1766
Sage Investment Advisers
New York
$293K +$1.56K +7 +0.5%
RZH
1767
Relyea Zuckerberg Hanson
Connecticut
$293K +$28.3K +130 +11%
PCG
1768
Private Capital Group
Connecticut
$292K -$1.11K -5 -0.4%
PBF
1769
Petix & Botte Financial
California
$292K +$292K +1,312 New
FFWM
1770
Future Financial Wealth Management
Ohio
$291K +$91.9K +413 +46%
BCMLT
1771
Beacon Capital Management LLC (Tennessee)
Tennessee
$291K +$291K +1,303 New
TDC
1772
Thompson Davis & Co
Virginia
$290K -$22.3K -100 -7%
MIP
1773
Marietta Investment Partners
Wisconsin
$290K – – –
SIC
1774
SJS Investment Consulting
Ohio
$290K +$3.13K +14 +1%
WPC
1775
Waters Parkerson & Co
Louisiana
$289K -$20.8K -93 -7%
69 70
71
72 73