Caterpillar
CAT
2,075 hedge funds and large institutions have $65.6B invested in Caterpillar in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 827 increasing their positions, 796 reducing their positions, and 186 closing their positions.
4% more capital inflows, than outflows
Capital inflows: $3.7B | Capital outflows: $3.54B
4% more repeat investments, than reductions
Existing positions increased: 827 | Existing positions reduced: 796
0.04% more ownership
Funds ownership: 68.7% → 68.74% (+0.04%)
5% less funds holding
Funds holding: 2,175 → 2,075 (-100)
25% less call options, than puts
Call options by funds: $1.48B | Put options by funds: $1.97B
39% less first-time investments, than exits
New positions opened: 114 | Existing positions closed: 186
40% less funds holding in top 10
Funds holding in top 10: 40 → 24 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.47B |
| 2 |
Morgan Stanley
New York
|
+$351M |
| 3 |
Bank of New York Mellon
New York
|
+$151M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$110M |
| 5 |
Altshuler Shaham
Tel Aviv,
Israel
|
+$94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$327M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$275M |
| 3 |
State Street
Boston,
Massachusetts
|
-$217M |
| 4 |
BlackRock
New York
|
-$169M |
| 5 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
-$135M |
CAT Hedge Fund Activity: Q2 2022 in Review
2,075 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q2 2022, worth a combined $65.6B — down 20% from $82B a quarter earlier.
Sellers outnumbered buyers: 186 funds closed out of CAT and 114 opened new positions — a net loss of 72 holders — while 796 trimmed existing stakes and 827 added.
The largest buyer was Capital World Investors, adding an estimated $1.47B. The largest seller was T. Rowe Price Associates, cutting an estimated $327M.
- 2,075 institutional investors held Caterpillar (CAT) as of Q2 2022, down from 2,175 in Q1 2022.
- Funds reported $65.6B of Caterpillar stock for Q2 2022, down 20% quarter-over-quarter.
- 114 funds opened new Caterpillar positions in Q2 2022 and 186 closed out, a net change of -72 holders.
- The largest Caterpillar buyer in Q2 2022 was Capital World Investors, an estimated $1.47B added.
- The largest Caterpillar seller in Q2 2022 was T. Rowe Price Associates, an estimated $327M sold.
Based on aggregated 13F filings for Q2 2022.