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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 %
LAS
2051
Lloyd Advisory Services
Georgia
$68K +$19.3K +87 +40%
SLWA
2052
San Luis Wealth Advisors
California
$68K +$68K +330 New
WAM
2053
Worth Asset Management
Texas
$68K +$68K +334 New
JWM
2054
Janiczek Wealth Management
Colorado
$67K -$8.93K -40 -12%
EC
2055
Estate Counselors
Wisconsin
$67K – – –
SGAM
2056
Smith Group Asset Management
Texas
$67K – – –
ECM
2057
Estabrook Capital Management
New York
$66.8K – – –
WIM
2058
Westside Investment Management
California
$66K – – –
HFS
2059
HBC Financial Services
Washington
$66K +$8.62K +41 +15%
APC
2060
Aspire Private Capital
North Carolina
$65K – – –
EARNEST Partners
2061
EARNEST Partners
Georgia
$64K – – –
AW
2062
Alaethes Wealth
Nevada
$59K – – –
CC
2063
Corsicana & Co
Texas
$59K – – –
TCM
2064
Tradewinds Capital Management
Washington
$59K +$665 +3 +1%
PFA
2065
Professional Financial Advisors
Nebraska
$57K – – –
EI
2066
Ellevest Inc
New York
$56K -$2.44K -11 -4%
BAM
2067
Baldrige Asset Management
Pennsylvania
$56K – – –
CFFP
2068
Center for Financial Planning
Michigan
$56K – – –
MW
2069
Milestone Wealth
New York
$56K – – –
PCA
2070
Providence Capital Advisors
North Carolina
$55K – – –
AW
2071
Avion Wealth
Texas
$55K – – –
TC
2072
Tacita Capital
Ontario, Canada
$55K – – –
POIA
2073
Pin Oak Investment Advisors
Texas
$52K – – –
GKIM
2074
GW&K Investment Management
Massachusetts
$52K +$52K +235 New
HCM
2075
Horrell Capital Management
Arkansas
$50K – – –
81 82
83
84 85