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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 %
SAMC
2201
Spectrum Asset Management (California)
California
– -$994K -4,810 Closed
MPM
2202
MBB Public Markets
Illinois
– -$968K -4,682 Closed
OWIM
2203
Old West Investment Management
California
– -$921K -4,458 Closed
HWIS
2204
Hancock Whitney Investment Services
Louisiana
– -$894K -4,316 Closed
BC
2205
Bridgefront Capital
Texas
– -$881K -4,263 Closed
SFA
2206
Souders Financial Advisors
Ohio
– -$791K -3,826 Closed
GG
2207
Golden Green
South Carolina
– -$790K -3,819 Closed
OQS
2208
Occudo Quantitative Strategies
Florida
– -$773K -3,739 Closed
EN1L
2209
Engine No 1 LLC
California
– -$766K -3,703 Closed
CCB
2210
Cutter & Co Brokerage
Missouri
– -$760K -3,676 Closed
COF
2211
Capital One Financial
Virginia
– -$752K -3,638 Closed
MFP
2212
Meridian Financial Partners
Virginia
– -$746K -3,367 Closed
RCM
2213
Requisite Capital Management
Texas
– -$662K -3,202 Closed
NG
2214
NWK Group
California
– -$660K -3,191 Closed
AF
2215
Affiance Financial
Minnesota
– -$643K -3,110 Closed
IFG
2216
Investors Financial Group
Minnesota
– -$642K -3,107 Closed
HIS
2217
Harvest Investment Services
Illinois
– -$591K -2,862 Closed
SFSG
2218
Sound Financial Strategies Group
Mississippi
– -$579K -2,801 Closed
ASFA
2219
All Season Financial Advisors
Colorado
– -$549K -2,654 Closed
LSV Asset Management
2220
LSV Asset Management
Illinois
– -$538K -2,600 Closed
B
2221
Barings
North Carolina
– -$520K -2,517 Closed
VCAM
2222
Van Cleef Asset Management
Ohio
– -$490K -2,370 Closed
VF
2223
Virtu Financial
New York
– -$481K -2,327 Closed
A
2224
Astrantus
Cyprus
– -$476K -2,300 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2225
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$470K -2,271 Closed
87 88
89
90 91