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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 %
BP
2051
BBR Partners
New York
– – -1,464 Closed
DS
2052
DRW Securities
Illinois
– – -1,460 Closed
FA
2053
FDx Advisors
Illinois
– – -1,432 Closed
EFG
2054
Everhart Financial Group
Ohio
– – -1,428 Closed
OPTFSNA
2055
Old Point Trust & Financial Services N A
Virginia
– – -1,420 Closed
BHB
2056
Bank Hapoalim BM
Israel
– – -1,412 Closed
CANY
2057
Caxton Associates (New York)
New York
– – -1,410 Closed
TDC
2058
Thompson Davis & Co
Virginia
– – -1,300 Closed
HCM
2059
Hollencrest Capital Management
California
– – -1,294 Closed
SIGI
2060
Susquehanna International Group (Ireland)
Ireland
– – -1,288 Closed
CCM
2061
Canal Capital Management
Virginia
– – -1,275 Closed
RZH
2062
Relyea Zuckerberg Hanson
Connecticut
– – -1,271 Closed
BA
2063
Bristlecone Advisors
Washington
– – -1,239 Closed
AF
2064
Alerus Financial
North Dakota
– – -1,229 Closed
CCC
2065
Chelsea Counsel Company
California
– – -1,217 Closed
PWM
2066
Paulson Wealth Management
Illinois
– – -1,215 Closed
OWM
2067
OneAscent Wealth Management
Alabama
– – -1,215 Closed
GP
2068
Greenline Partners
New York
– – -1,205 Closed
MWA
2069
Meridian Wealth Advisors
Texas
– – -1,202 Closed
PWMG
2070
Pinnacle Wealth Management Group
Michigan
– – -1,200 Closed
FC
2071
FCA Corp
Texas
– – -1,200 Closed
TA
2072
TruWealth Advisors
Louisiana
– – -1,198 Closed
AFAS
2073
Acorn Financial Advisory Services
Virginia
– – -1,193 Closed
CWA
2074
CJM Wealth Advisers
Virginia
– – -1,191 Closed
EWM
2075
Executive Wealth Management
Michigan
– – -1,184 Closed
81 82
83
84 85