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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 %
NFSG
1976
Newbridge Financial Services Group
Florida
$198K +$18.5K +83 +10%
AIP
1977
Ahrens Investment Partners
Louisiana
$194K – – –
ECM
1978
Elgethun Capital Management
South Dakota
$192K +$889 +4 +0.5%
IBOK
1979
Independence Bank of Kentucky
Kentucky
$186K – – –
FPS
1980
Fieldpoint Private Securities
Connecticut
$185K +$7.81K +35 +4%
PB
1981
Pinnacle Bancorp
Nebraska
$182K +$1.11K +5 +0.6%
EW
1982
Evoke Wealth
California
$180K +$2.23K +10 +1%
LFG
1983
Larson Financial Group
Missouri
$175K -$670 -3 -0.4%
DI
1984
Disciplined Investments
Oklahoma
$173K +$8.24K +37 +5%
ST
1985
Sageworth Trust
Pennsylvania
$167K – – –
HC
1986
Hoese & Co
Minnesota
$167K – – –
GWMIA
1987
Global Wealth Management Investment Advisory
Florida
$165K -$6.69K -30 -4%
AWM
1988
Accel Wealth Management
Iowa
$161K +$439 +2 +0.3%
AIL
1989
AGF Investments LLC
Ontario, Canada
$161K +$12.7K +57 +9%
FNBOSM
1990
First National Bank of South Miami
Florida
$160K +$63.2K +284 +65%
UIA
1991
Ulland Investment Advisors
Minnesota
$159K – – –
TFGT
1992
TS Financial Group (TSFG)
Illinois
$158K +$223 +1 +0.1%
GAM
1993
Gemmer Asset Management
California
$154K – – –
SIS
1994
Sound Income Strategies
Florida
$153K +$1.11K +5 +0.7%
Walleye Trading
1995
Walleye Trading
New York
$149K -$7.69M -34,408 -98%
EWM
1996
Endurance Wealth Management
Rhode Island
$147K – – –
CWC
1997
Carolinas Wealth Consulting
North Carolina
$147K +$19.4K +87 +15%
PCFFS
1998
Pacific Center for Financial Services
California
$145K -$446 -2 -0.3%
AAP
1999
Arax Advisory Partners
Colorado
$141K -$7.13K -32 -5%
KFI
2000
Key Financial Inc
Pennsylvania
$139K +$66.7K +300 +92%
78 79
80
81 82