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Caterpillar
CAT

Overview Fund Activity

1,980 hedge funds and large institutions have $59B invested in Caterpillar in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 787 increasing their positions, 722 reducing their positions, and 143 closing their positions.

Holders
1,980
Holders Change
-82
Holders Change %
-3.98%
% of All Funds
34.24%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
94
Increased
787
Reduced
722
Closed
143
Calls
$1.48B
Puts
$1.88B
Net Calls
-$400M
Net Calls Change
+$75.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.77B
2
AS
2
Altshuler Shaham
Israel
$435M
3
Amundi
3
Amundi
France
$666M
4
Barclays
4
Barclays
United Kingdom
$160M
5
State Street
5
State Street
Massachusetts
$6.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$712M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$100M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$297M
4
Morgan Stanley
4
Morgan Stanley
New York
$925M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCWM
2026
Willow Creek Wealth Management
California
– – -3,142 Closed
DU
2027
Delphia (USA)
Ontario, Canada
– – -2,555 Closed
WAS
2028
WESPAC Advisors SoCal
California
– – -2,496 Closed
MM
2029
MQS Management
New York
– – -2,442 Closed
CCA
2030
Childress Capital Advisors
Texas
– – -2,247 Closed
GPFA
2031
Game Plan Financial Advisors
Ohio
– – -2,045 Closed
WMA
2032
West Michigan Advisors
Michigan
– – -2,042 Closed
BIP
2033
Blueprint Investment Partners
North Carolina
– – -1,970 Closed
BC
2034
Barnett & Company
Tennessee
– – -1,925 Closed
BCM
2035
Bayesian Capital Management
New York
– – -1,897 Closed
CC
2036
Corton Capital
Ontario, Canada
– – -1,860 Closed
WPW
2037
Warther Private Wealth
Ohio
– – -1,829 Closed
OTL
2038
Oak Thistle LLC
New York
– – -1,795 Closed
FAN
2039
Financial Advisors Network
California
– – -1,706 Closed
ACM
2040
Ategra Capital Management
Virginia
– – -1,672 Closed
KF
2041
Krilogy Financial
Missouri
– – -1,631 Closed
EAM
2042
Empirical Asset Management
Massachusetts
– – -1,591 Closed
BBNA
2043
Bremer Bank National Association
Minnesota
– – -1,567 Closed
DWM
2044
Destination Wealth Management
California
– – -1,542 Closed
WAM
2045
WNY Asset Management
New York
– – -1,540 Closed
CC
2046
Cadinha & Co
Hawaii
– – -1,510 Closed
IFO
2047
Independent Family Office
New York
– – -1,492 Closed
BWM
2048
BCS Wealth Management
Tennessee
– – -1,476 Closed
VWM
2049
Vigilare Wealth Management
Arizona
– – -1,475 Closed
WB
2050
West Bancorporation
Iowa
– – -1,470 Closed
80 81
82
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