CAT icon

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 %
EM
1926
Excalibur Management
Massachusetts
$222K – – –
CC
1927
Callan Capital
California
$222K +$222K +995 New
CGPCS
1928
Capital Group Private Client Services
California
$222K +$222K +995 New
PFWA
1929
Paces Ferry Wealth Advisors
Georgia
$222K +$222K +996 New
BOS
1930
Bank of Stockton
California
$221K -$12.9K -58 -6%
FBT
1931
First Bankers Trust
Kentucky
$221K – – –
RPGK
1932
Retirement Planning Group (Kansas)
Kansas
$221K – – –
GP
1933
Geneva Partners
Wisconsin
$221K – – –
LFA
1934
Legacy Financial Advisors
Kentucky
$219K +$2.45K +11 +1%
FP
1935
Financial Perspectives
Minnesota
$218K – – –
C
1936
Covestor
United Kingdom
$218K +$128K +576 +143%
SSCA
1937
South Shore Capital Advisors
Massachusetts
$218K +$218K +980 New
CA
1938
Commerzbank Aktiengesellschaft
Germany
$217K +$217K +975 New
PWW
1939
Pettyjohn Wood & White
Virginia
$215K +$215K +965 New
PG
1940
Patten Group
Tennessee
$215K +$215K +967 New
SPWM
1941
Schrum Private Wealth Management
Florida
$213K +$1.05K +5 +0.5%
DTC
1942
Davidson Trust Company
Washington
$212K -$271K -1,220 -56%
AFM
1943
Abbot Financial Management
Massachusetts
$212K +$212K +950 New
SFP
1944
Sterling Financial Planning
New Jersey
$212K +$212K +950 New
RDWM
1945
Red Door Wealth Management
Tennessee
$212K +$212K +952 New
HC
1946
Hamilton Capital
Ohio
$211K -$366K -1,638 -63%
BHTS
1947
Bar Harbor Trust Services
Maine
$211K -$17.2K -77 -8%
AA
1948
Aire Advisors
California
$211K +$211K +947 New
HCM
1949
Hall Capital Management
Rhode Island
$210K -$11.1K -50 -5%
WW
1950
Westshore Wealth
California
$210K +$210K +942 New
76 77
78
79 80