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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 %
SF
1851
Symphony Financial
Texas
$250K +$250K +2,093 New
APA
1852
Astoria Portfolio Advisors
New York
$249K +$249K +1,116 New
IP
1853
Isthmus Partners
Wisconsin
$248K +$1.12K +5 +0.5%
SW
1854
SkyOak Wealth
Michigan
$247K – – –
WFI
1855
West Family Investments
California
$246K -$48.3K -217 -16%
ECM
1856
Exchange Capital Management
Michigan
$246K -$40.6K -182 -14%
BIA
1857
Bigelow Investment Advisors
Maine
$246K +$246K +1,105 New
FIBT
1858
First International Bank & Trust
North Dakota
$245K -$264K -1,186 -52%
CC
1859
Constitution Capital
Connecticut
$245K -$22.3K -100 -8%
YMRC
1860
Yorktown Management & Research Company
Virginia
$245K -$22K -99 -8%
AWAG
1861
ARS Wealth Advisors Group
Florida
$245K -$1.11K -5 -0.5%
VAM
1862
Vienna Asset Management
California
$245K +$245K +1,100 New
WSWA
1863
Warren Street Wealth Advisors
California
$244K +$5.34K +24 +2%
HC
1864
Hourglass Capital
Texas
$243K – – –
IFAM
1865
Institutional & Family Asset Management
Colorado
$243K +$1.34K +6 +0.6%
AA
1866
Alesco Advisors
New York
$242K – – –
BWP
1867
BSW Wealth Partners
Colorado
$242K +$242K +1,087 New
ACA
1868
Anchor Capital Advisors
Massachusetts
$241K – – –
CAWM
1869
Capital Advisors Wealth Management
Washington
$241K +$4.47K +20 +2%
KAM
1870
KEB Asset Management
Illinois
$240K -$445K -2,000 -65%
CWA
1871
Consilium Wealth Advisory
Texas
$240K -$3.57K -16 -1%
GIM
1872
Greylin Investment Management
Virginia
$240K – – –
SCM
1873
Silvant Capital Management
Georgia
$240K – – –
SCFS
1874
S.C. Financial Services
Arizona
$240K +$668 +3 +0.3%
CWA
1875
Canvas Wealth Advisors
Kansas
$239K -$2.99K -14 -1%
73 74
75
76 77