Caterpillar
CAT
2,175 hedge funds and large institutions have $81.8B invested in Caterpillar in 2022 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 955 increasing their positions, 714 reducing their positions, and 135 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 25 → 40 (+15)
34% more repeat investments, than reductions
Existing positions increased: 955 | Existing positions reduced: 714
33% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 135
10% more capital invested
Capital invested by funds: $74.6B → $81.8B (+$7.2B)
1.86% more ownership
Funds ownership: 66.96% → 68.83% (+1.9%)
1% more funds holding
Funds holding: 2,158 → 2,175 (+17)
18% less call options, than puts
Call options by funds: $1.88B | Put options by funds: $2.3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.44B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$433M |
| 3 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$408M |
| 4 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$282M |
| 5 |
BlackRock
New York
|
+$208M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$489M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$300M |
| 3 |
Two Sigma Advisers
New York
|
-$297M |
| 4 |
D.E. Shaw & Co
New York
|
-$192M |
| 5 |
Two Sigma Investments
New York
|
-$174M |
CAT Hedge Fund Activity: Q1 2022 in Review
2,175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q1 2022, worth a combined $81.8B — up 9.6% from $74.6B a quarter earlier.
Buyers outnumbered sellers: 179 funds opened new CAT positions and 135 closed out — a net gain of 44 holders — while 955 added to existing stakes and 714 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.44B. The largest seller was Gates Foundation Trust, cutting an estimated $489M.
- 2,175 institutional investors held Caterpillar (CAT) as of Q1 2022, up from 2,158 in Q4 2021.
- Funds reported $81.8B of Caterpillar stock for Q1 2022, up 9.6% quarter-over-quarter.
- 179 funds opened new Caterpillar positions in Q1 2022 and 135 closed out, a net change of +44 holders.
- The largest Caterpillar buyer in Q1 2022 was Capital World Investors, an estimated $1.44B added.
- The largest Caterpillar seller in Q1 2022 was Gates Foundation Trust, an estimated $489M sold.
Based on aggregated 13F filings for Q1 2022.