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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 %
Twin Tree Management
2176
Twin Tree Management
Texas
– -$8.72M -42,195 Closed
ZCM
2177
Zenyatta Capital Management
Delaware
– -$7.24M -35,000 Closed
IC
2178
Inverness Counsel
New York
– -$6.97M -33,713 Closed
ZIG
2179
Zurich Insurance Group
Switzerland
– -$6.82M -32,968 Closed
Qube Research & Technologies (QRT)
2180
Qube Research & Technologies (QRT)
United Kingdom
– -$5.88M -28,422 Closed
TM
2181
THRC Management
Texas
– -$4.14M -20,000 Closed
AWM
2182
Aries Wealth Management
Maine
– -$3.78M -18,294 Closed
AIM
2183
Aigen Investment Management
New York
– -$3.27M -16,284 Closed
GAMA
2184
Graticule Asia Macro Advisors
New York
– -$3.2M -15,500 Closed
FSA
2185
Financial Sense Advisors
California
– -$3.2M -15,484 Closed
WLPWM
2186
Walled Lake Planning & Wealth Management
Illinois
– -$3.17M -15,319 Closed
HT
2187
HAP Trading
New York
– -$2.72M -13,143 Closed
TI
2188
Trexquant Investment
Connecticut
– -$2.38M -11,523 Closed
Marshall Wace
2189
Marshall Wace
United Kingdom
– -$2.38M -11,497 Closed
CIC
2190
Cornercap Investment Counsel
Georgia
– -$2.37M -11,443 Closed
AC
2191
Albar Capital
United Kingdom
– -$2.35M -11,353 Closed
LFDLE
2192
La Financiere de L'Echiquier
France
– -$2.07M -10,000 Closed
AII
2193
AGF Investments Inc
Ontario, Canada
– -$1.75M -8,456 Closed
PDN
2194
Pensionfund DSM Netherlands
Netherlands
– -$1.65M -8,000 Closed
CAC
2195
Cowen and Company
New York
– -$1.5M -7,241 Closed
YIH
2196
Y-Intercept (HK)
Hong Kong
– -$1.34M -6,492 Closed
FI
2197
Fosun International
China
– -$1.21M -5,810 Closed
JG
2198
Jefferies Group
New York
– -$1.14M -5,500 Closed
PAMP
2199
Polar Asset Management Partners
Ontario, Canada
– -$1.11M -5,375 Closed
SCM
2200
Stevens Capital Management
Pennsylvania
– -$999K -4,832 Closed
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