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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 %
KFGK
1951
Keystone Financial Group (Kentucky)
Kentucky
$210K +$210K +943 New
WCM
1952
Wedge Capital Management
North Carolina
$210K +$210K +944 New
TFA
1953
Teamwork Financial Advisors
Texas
$209K -$1.89M -8,492 -90%
LW
1954
Linscomb Wealth
Texas
$208K -$81.2K -366 -28%
OAM
1955
Occidental Asset Management
California
$208K +$208K +934 New
SHGA
1956
Sand Hill Global Advisors
California
$207K +$207K +927 New
CDIA
1957
Capital Directions Investment Advisors
Georgia
$207K +$207K +928 New
JF
1958
JSF Financial
California
$207K +$207K +928 New
JC
1959
JB Capital
Connecticut
$207K +$207K +929 New
BA
1960
Ballew Advisors
Mississippi
$207K +$207K +947 New
SMF
1961
Sterling Manor Financial
New York
$206K -$33.3K -149 -14%
CNC
1962
Citizens & Northern Corp
Pennsylvania
$206K +$206K +925 New
JEST
1963
JTC Employer Solutions Trustee
Jersey
$204K – – –
RGC
1964
Roberts, Glore & Co
Illinois
$204K +$204K +914 New
CHP
1965
Cable Hill Partners
Oregon
$203K +$203K +909 New
AWM
1966
Avior Wealth Management
Nebraska
$202K -$20.4K -92 -9%
CWG
1967
Crown Wealth Group
North Carolina
$202K +$202K +907 New
PI
1968
Pettee Investors
Connecticut
$202K +$202K +908 New
OPWM
1969
Oxinas Partners Wealth Management
Indiana
$201K -$168K -753 -45%
OGC
1970
Oak Grove Capital
New Hampshire
$201K -$112K -500 -36%
SRC
1971
Shufro Rose & Co
New York
$201K -$22.3K -100 -10%
CCM
1972
Cullen Capital Management
New York
$201K +$201K +900 New
EAM
1973
Empirical Asset Management
Massachusetts
$201K +$201K +903 New
PWM
1974
Prentice Wealth Management
New York
$201K +$201K +904 New
MF
1975
Manchester Financial
California
$200K +$200K +897 New
77 78
79
80 81