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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 %
GAM
2226
Gemmer Asset Management
California
– – -692 Closed
SMFG
2227
Sumitomo Mitsui Financial Group
Japan
– – -584 Closed
CSIA
2228
Carl Stuart Investment Advisor
Texas
– – -500 Closed
T
2229
TCWP
Ohio
– – -475 Closed
First Eagle Investment Management
2230
First Eagle Investment Management
New York
– – -426 Closed
DC
2231
DeDora Capital
California
– – -406 Closed
SFG
2232
Sage Financial Group
Pennsylvania
– – -400 Closed
PMA
2233
Prudent Man Advisors
Illinois
– – -390 Closed
MFA
2234
McClarren Financial Advisors
Pennsylvania
– – -369 Closed
SLWA
2235
San Luis Wealth Advisors
California
– – -330 Closed
LAS
2236
Lloyd Advisory Services
Georgia
– – -307 Closed
CI
2237
Carroll Investors
South Carolina
– – -220 Closed
IAS
2238
IMA Advisory Services
Colorado
– – -200 Closed
CAGAS
2239
Capital Advisory Group Advisory Services
Minnesota
– – -200 Closed
TLCM
2240
Twin Lakes Capital Management
California
– – -100 Closed
CI
2241
Cordant Inc
Oregon
– – -67 Closed
PCOC
2242
Power Corp of Canada
Canada
– – -61 Closed
TIM
2243
Tevis Investment Management
Texas
– – -43 Closed
TAM
2244
Tucker Asset Management
Colorado
– – -29 Closed
PAG
2245
Paladin Advisory Group
Iowa
– – -28 Closed
SQA
2246
Simon Quick Advisors
New Jersey
– – -9 Closed
GCS
2247
Gordian Capital (Singapore)
Singapore
– – -1 Closed
MAM
2248
McCarthy Asset Management
California
– – -1 Closed
CCM
2249
CAAS Capital Management
New York
– – – –
PCM
2250
Prelude Capital Management
New York
– – – –
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