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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 %
PP
2001
Pacifica Partners
Canada
$138K +$9.65K +50 +8%
WBC
2002
West Branch Capital
Massachusetts
$133K – – –
JPLA
2003
Joseph P. Lucia & Associates
New York
$133K +$133K +599 New
Macquarie Group
2004
Macquarie Group
Australia
$132K +$85.6K +384,268 +184%
SMFG
2005
Sumitomo Mitsui Financial Group
Japan
$130K +$78.4K +352 +152%
CWM
2006
CarsonAllaria Wealth Management
Illinois
$128K +$447 +2 +0.4%
LWANC
2007
Laurel Wealth Advisors (North Carolina)
North Carolina
$127K – – –
TCWA
2008
Ten Capital Wealth Advisors
Washington
$127K +$14.1K +63 +12%
SC
2009
Steph & Co
Wisconsin
$125K -$8.22K -37 -6%
PSB
2010
Piscataqua Savings Bank
New Hampshire
$123K – – –
ITFISA
2011
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$123K +$47.7K +214 +64%
VanEck Associates
2012
VanEck Associates
New York
$118K -$92.2K -414 -44%
DAC
2013
Dividend Assets Capital
South Carolina
$114K +$6.67K +30 +6%
EL
2014
EMFO LLC
Florida
$114K +$57.2K +256 +101%
DWMG
2015
DB Wealth Management Group
California
$113K – – –
RCG
2016
Rock Creek Group
District of Columbia
$113K +$17.8K +80 +19%
VCM
2017
Versant Capital Management
Arizona
$113K +$88.4K +395 +359%
BWP
2018
Baldwin Wealth Partners
Massachusetts
$111K – – –
BWM
2019
BerganKDV Wealth Management
Minnesota
$110K +$447 +2 +0.4%
BONH
2020
Bank of New Hampshire
New Hampshire
$107K +$107K +478 New
JMF
2021
Johnson Midwest Financial
Iowa
$106K +$444 +2 +0.4%
T
2022
TCWP
Ohio
$105K +$105K +475 New
GFPC
2023
Global Financial Private Client
Florida
$101K – – –
CAL
2024
Capital Analysts LLC
Pennsylvania
$100K -$23.1K -103 -19%
FRA
2025
Front Row Advisors
California
$100K -$222 -1 -0.2%
79 80
81
82 83