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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 %
BA
1801
Bridgewater Advisors
New York
$273K +$4.68K +21 +2%
BFG
1802
Beacon Financial Group
Texas
$273K +$16.6K +74 +6%
HGERS
1803
Householder Group Estate & Retirement Specialist
Arizona
$273K +$55.1K +247 +25%
DWM
1804
Drive Wealth Management
Utah
$273K +$56.7K +255 +26%
HC
1805
HNP Capital
New York
$272K -$445K -1,997 -62%
VRM
1806
Vectors Research Management
New York
$272K -$445K -1,997 -62%
MSE
1807
MUFG Securities EMEA
United Kingdom
$271K -$31.3K -140 -10%
PWM
1808
Paulson Wealth Management
Illinois
$271K -$5.58K -25 -2%
OWM
1809
OneAscent Wealth Management
Alabama
$271K -$4.46K -20 -2%
WF
1810
WoodTrust Financial
Wisconsin
$271K – – –
CCC
1811
Chelsea Counsel Company
California
$271K – – –
MWA
1812
Meridian Wealth Advisors
Texas
$270K +$33.4K +150 +14%
JIC
1813
Joel Isaacson & Co
New York
$269K +$460 +2 +0.2%
GP
1814
Greenline Partners
New York
$268K – – –
CCM
1815
Canal Capital Management
Virginia
$268K +$8.26K +37 +3%
PWMG
1816
Pinnacle Wealth Management Group
Michigan
$267K – – –
AAP
1817
Ardsley Advisory Partners
Connecticut
$267K +$267K +1,200 New
FC
1818
FCA Corp
Texas
$267K +$267K +1,200 New
CFAM
1819
Center For Asset Management
Florida
$266K +$223 +1 +0.1%
SWM
1820
Stockman Wealth Management
Montana
$266K +$445 +2 +0.2%
TA
1821
TruWealth Advisors
Louisiana
$266K +$2.89K +13 +1%
AFAS
1822
Acorn Financial Advisory Services
Virginia
$266K +$12K +54 +5%
CWA
1823
CJM Wealth Advisers
Virginia
$265K – – –
DA
1824
Doliver Advisors
Texas
$263K +$263K +1,181 New
MVA
1825
Mount Vernon Associates
Maryland
$262K -$44.6K -200 -15%
71 72
73
74 75