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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 %
PL
2226
Pluribus Labs
California
– -$466K -2,254 Closed
VAFP
2227
Vahanian & Associates Financial Planning
New York
– -$465K -2,250 Closed
RWM
2228
Rockwood Wealth Management
Pennsylvania
– -$444K -2,147 Closed
MA
2229
Mosaic Advisors
Texas
– -$391K -1,890 Closed
ISWM
2230
Independent Solutions Wealth Management
New York
– -$385K -1,864 Closed
WPA
2231
Winning Points Advisors
Florida
– -$249K -1,830 Closed
NIM
2232
NuWave Investment Management
New Jersey
– -$355K -1,717 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2233
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$324K -1,567 Closed
MF
2234
Magnetar Financial
Illinois
– -$322K -1,557 Closed
XT
2235
XTX Topco
Cayman Islands
– -$320K -1,550 Closed
GCM
2236
Graham Capital Management
Connecticut
– -$315K -1,527 Closed
IAIM
2237
Industrial Alliance Investment Management
Quebec, Canada
– -$315K -1,524 Closed
BWM
2238
BCS Wealth Management
Tennessee
– -$288K -1,395 Closed
CRWM
2239
Castle Rock Wealth Management
California
– -$291K -1,356 Closed
EA
2240
Eudaimonia Advisors
Tennessee
– -$277K -1,341 Closed
CA
2241
Calton & Associates
Florida
– -$272K -1,318 Closed
NAMP
2242
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$269K -1,300 Closed
PCM
2243
Prelude Capital Management
New York
– -$268K -1,297 Closed
GTCM
2244
Gyon Technologies Capital Management
New Jersey
– -$264K -1,276 Closed
SAS
2245
Stelac Advisory Services
New York
– -$255K -1,234 Closed
DA
2246
DCM Advisors
New York
– -$254K -1,225 Closed
CWM
2247
Chemistry Wealth Management
New York
– -$252K -1,220 Closed
OR
2248
Olympiad Research
Connecticut
– -$240K -1,160 Closed
BCM
2249
BlueCrest Capital Management
Jersey
– -$239K -1,154 Closed
CG
2250
CFO4Life Group
Texas
– -$238K -1,153 Closed
88 89
90
91 92