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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 %
LWA
2151
Lenox Wealth Advisors
New York
$5K -$2K -10 -29%
TFM
2152
TFC Financial Management
Massachusetts
$5K – – –
AWM
2153
Activest Wealth Management
Florida
$4K – – –
SFCL
2154
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
RIM
2155
Rockbridge Investment Management
New York
$2.86K – – –
BIM
2156
Baldwin Investment Management
Pennsylvania
$2.02K -$45 -200 -2%
SQA
2157
Simon Quick Advisors
New Jersey
$2K -$155K -696 -99%
IRAG
2158
Investment Research & Advisory Group
Georgia
$2K – – –
GCS
2159
Gordian Capital (Singapore)
Singapore
$1K -$799K -799 -100%
PG
2160
Proffitt & Goodson
Tennessee
$1K -$167 -1 -14%
TFA
2161
Transamerica Financial Advisors
Florida
$1K – – –
UFF
2162
USA Financial Formulas
Michigan
$1K – – –
CIAS
2163
CFS Investment Advisory Services
New Jersey
$1K +$1K +227,945 New
Renaissance Technologies
2164
Renaissance Technologies
New York
– -$57.5M -278,174 Closed
NSLI
2165
Nan Shan Life Insurance
Taiwan
– -$43.3M -209,500 Closed
PCM
2166
Penserra Capital Management
California
– -$37.4M -180,736 Closed
PI
2167
PEAK6 Investments
Illinois
– -$36.5M -176,738 Closed
PI
2168
PineBridge Investments
New York
– -$33.9M -163,766 Closed
Balyasny Asset Management
2169
Balyasny Asset Management
Illinois
– -$21.5M -103,779 Closed
FAM
2170
Fred Alger Management
New York
– -$18.8M -91,038 Closed
ECM
2171
ExodusPoint Capital Management
New York
– -$18.8M -91,017 Closed
BCM
2172
Bridgeway Capital Management
Texas
– -$15M -72,650 Closed
Point72 Asset Management
2173
Point72 Asset Management
Connecticut
– -$12.8M -62,100 Closed
ZDA
2174
Zweig-DiMenna Associates
New York
– -$12.2M -59,000 Closed
ACM
2175
Arosa Capital Management
Florida
– -$9.74M -47,090 Closed
85 86
87
88 89