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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 187 closing their positions.

Holders
2,062
Holders Change
-101
Holders Change %
-4.67%
% 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
187
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 %
AA
2151
Alesco Advisors
New York
– – -1,084 Closed
ACA
2152
Anchor Capital Advisors
Massachusetts
– – -1,080 Closed
KAM
2153
KEB Asset Management
Illinois
– – -1,079 Closed
CAWM
2154
Capital Advisors Wealth Management
Washington
– – -1,079 Closed
SCFS
2155
S.C. Financial Services
Arizona
– – -1,078 Closed
CWA
2156
Consilium Wealth Advisory
Texas
– – -1,076 Closed
GIM
2157
Greylin Investment Management
Virginia
– – -1,075 Closed
RW
2158
Rede Wealth
Virginia
– – -1,074 Closed
BFO
2159
Boston Family Office
Massachusetts
– – -1,072 Closed
PIA
2160
Pinion Investment Advisors
Kansas
– – -1,068 Closed
AWM
2161
Act Wealth Management
Texas
– – -1,066 Closed
MGAM
2162
McGowan Group Asset Management
Texas
– – -1,066 Closed
MJRIC
2163
Mogy Joel R Investment Counsel
California
– – -1,060 Closed
EFM
2164
E Fund Management
China
– – -1,056 Closed
ERWM
2165
Elk River Wealth Management
Colorado
– – -1,054 Closed
RCA
2166
Reitz Capital Advisors
Michigan
– – -1,050 Closed
OCM
2167
Objective Capital Management
Ohio
– – -1,043 Closed
GFP
2168
Gryphon Financial Partners
Ohio
– – -1,023 Closed
QT
2169
Quantamental Technologies
New York
– – -1,020 Closed
IFS
2170
Ifrah Financial Services
Arkansas
– – -1,017 Closed
SCM
2171
Salem Capital Management
Massachusetts
– – -1,016 Closed
SPWM
2172
Schrum Private Wealth Management
Florida
– – -1,015 Closed
FNBOO
2173
First National Bank of Omaha
Nebraska
– – -1,012 Closed
HCM
2174
Hengehold Capital Management
Ohio
– – -1,010 Closed
STB
2175
S&T Bank
Pennsylvania
– – -1,007 Closed
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