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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 %
CCG
1901
Coastwise Capital Group
California
$228K +$228K +1,024 New
IFS
1902
Ifrah Financial Services
Arkansas
$227K +$1.56K +7 +0.7%
QT
1903
Quantamental Technologies
New York
$227K +$227K +1,020 New
SCM
1904
Salem Capital Management
Massachusetts
$226K – – –
FNBOO
1905
First National Bank of Omaha
Nebraska
$226K +$226K +1,012 New
HCM
1906
Hengehold Capital Management
Ohio
$225K – – –
NAM
1907
NTV Asset Management
West Virginia
$224K – – –
STB
1908
S&T Bank
Pennsylvania
$224K – – –
AIFAIM
1909
American Institute for Advanced Investment Management
Arizona
$224K – – –
MRCM
1910
M&R Capital Management
New Jersey
$224K +$669 +3 +0.3%
RWA
1911
Redmont Wealth Advisors
Illinois
$223K – – –
PR
1912
Payden & Rygel
California
$223K – – –
CAM
1913
Cubic Asset Management
Massachusetts
$223K – – –
SG
1914
Somerset Group
Minnesota
$223K – – –
BAM
1915
Bosun Asset Management
Illinois
$223K – – –
SAM
1916
S.A. Mason
Michigan
$223K – – –
MCM
1917
Magnolia Capital Management
New York
$223K – – –
MWA
1918
Miller Wealth Advisors
Colorado
$223K – – –
CAM
1919
Concorde Asset Management
Michigan
$223K +$223 +1 +0.1%
CBFP
1920
Cedar Brook Financial Partners
Ohio
$223K +$223K +1,001 New
KCIA
1921
Kingsbury Capital Investment Advisors
Illinois
$223K +$223K +1,001 New
SAM
1922
Silphium Asset Management
United Kingdom
$223K +$223K +1,000 New
1832 Asset Management
1923
1832 Asset Management
Ontario, Canada
$222K -$37.2M -168,864 -99%
TCM
1924
Teza Capital Management
Illinois
$222K -$537K -2,409 -71%
MCM
1925
Mengis Capital Management
Oregon
$222K -$5.57K -25 -2%
75 76
77
78 79