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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 %
RW
1876
Rede Wealth
Virginia
$239K +$223 +1 +0.1%
BFO
1877
Boston Family Office
Massachusetts
$239K +$239K +1,072 New
MGAM
1878
McGowan Group Asset Management
Texas
$238K -$179K -800 -43%
BA
1879
Bristlecone Advisors
Washington
$238K +$11.3K +51 +5%
RTC
1880
Riverview Trust Company
Washington
$238K +$66.7K +299 +39%
PIA
1881
Pinion Investment Advisors
Kansas
$238K +$238K +1,068 New
PHK
1882
Point72 Hong Kong
Hong Kong
$238K +$238K +1,070 New
WMA
1883
West Michigan Advisors
Michigan
$237K -$39.9K -179 -14%
AWM
1884
Act Wealth Management
Texas
$237K -$5.56K -25 -2%
VA
1885
Valmark Advisers
Ohio
$237K -$5.35K -24 -2%
MJRIC
1886
Mogy Joel R Investment Counsel
California
$236K – – –
EFM
1887
E Fund Management
China
$235K -$31.2K -140 -12%
ERWM
1888
Elk River Wealth Management
Colorado
$235K +$223 +1 +0.1%
FWP
1889
Firethorn Wealth Partners
Georgia
$235K +$2K +9 +0.9%
LWP
1890
Legacy Wealth Planning
Nevada
$235K +$14.3K +64 +6%
TFP
1891
Tilia Fiduciary Partners
North Carolina
$235K +$22.5K +101 +11%
CAC
1892
Certified Advisory Corp
Florida
$235K +$235K +1,056 New
RCA
1893
Reitz Capital Advisors
Michigan
$234K +$5.57K +25 +2%
JCM
1894
Jag Capital Management
Missouri
$232K -$129K -558 -36%
OCM
1895
Objective Capital Management
Ohio
$232K -$2.89K -13 -1%
WAG
1896
Winthrop Advisory Group
Massachusetts
$229K -$2.67K -12 -1%
FG
1897
Fiduciary Group
Georgia
$229K +$12.5K +61 +6%
QC
1898
Quent Capital
New York
$229K +$14.5K +65 +7%
CP
1899
Castleview Partners
Texas
$228K -$47.6M -213,985 -100%
GFP
1900
Gryphon Financial Partners
Ohio
$228K +$228K +1,023 New
74 75
76
77 78