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Caterpillar
CAT

Overview Fund Activity

2,062 hedge funds and large institutions have $65.3B invested in Caterpillar in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 822 increasing their positions, 791 reducing their positions, and 188 closing their positions.

Holders
2,062
Holders Change
-102
Holders Change %
-4.71%
% of All Funds
34.87%
Holding in Top 10
24
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-40%
% of All Funds
0.41%
New
114
Increased
822
Reduced
791
Closed
188
Calls
$1.55B
Puts
$2.03B
Net Calls
-$476M
Net Calls Change
-$53.9M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.85B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.1B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$956M
4
UBS Group
4
UBS Group
Switzerland
$257M
5
AS
5
Altshuler Shaham
Israel
$320M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$295M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$382M
3
State Street
3
State Street
Massachusetts
$7.11B
4
BlackRock
4
BlackRock
New York
$6.56B
5
BMSSC
5
B. Metzler seel. Sohn & Co
Germany
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
2101
Jackson Wealth Management
Florida
– – -3,374 Closed
QTM
2102
qPULA Trading Management
New York
– – -3,299 Closed
TA
2103
Tiedemann Advisors
New York
– – -3,109 Closed
BFPW
2104
BOK Financial Private Wealth
Colorado
– – -2,897 Closed
CI
2105
CPR Investments
Michigan
– – -2,636 Closed
FI
2106
Fractal Investments
Connecticut
– – -2,581 Closed
AA
2107
ALPS Advisors
Colorado
– – -2,254 Closed
CCM
2108
Compton Capital Management
Rhode Island
– – -2,200 Closed
KFA
2109
Krane Funds Advisors
New York
– – -2,149 Closed
LIM
2110
Longfellow Investment Management
Massachusetts
– – -2,119 Closed
SF
2111
Symphony Financial
Texas
– – -2,093 Closed
CFA
2112
Camarda Financial Advisors
Florida
– – -1,950 Closed
CCM
2113
Corsair Capital Management
New York
– – -1,928 Closed
FPOC
2114
Financial Planners of Cleveland
Ohio
– – -1,917 Closed
TFA
2115
Trinity Financial Advisors
Ohio
– – -1,700 Closed
JSW
2116
Journey Strategic Wealth
New Jersey
– – -1,648 Closed
BWA
2117
Blodgett Wealth Advisors
California
– – -1,640 Closed
BCM
2118
Beddow Capital Management
Wyoming
– – -1,580 Closed
JAM
2119
Jupiter Asset Management
United Kingdom
– – -1,548 Closed
BDF
2120
Balasa Dinverno & Foltz
– – -1,537 Closed
HWA
2121
Heartwood Wealth Advisors
Virginia
– – -1,510 Closed
UAM
2122
UAS Asset Management
New York
– – -1,500 Closed
EA
2123
Echo45 Advisors
California
– – -1,387 Closed
CFA
2124
CWS Financial Advisors
Michigan
– – -1,360 Closed
JCM
2125
J2 Capital Management
Michigan
– – -1,321 Closed
83 84
85
86 87