Caterpillar
CAT
1,990 hedge funds and large institutions have $59.7B invested in Caterpillar in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 791 increasing their positions, 726 reducing their positions, and 145 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 791 | Existing positions reduced: 726
0.53% less ownership
Funds ownership: 68.74% → 68.21% (-0.53%)
4% less funds holding
Funds holding: 2,074 → 1,990 (-84)
4% less funds holding in top 10
Funds holding in top 10: 24 → 23 (-1)
9% less capital invested
Capital invested by funds: $65.6B → $59.7B (-$5.84B)
23% less call options, than puts
Call options by funds: $1.48B | Put options by funds: $1.92B
35% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 145
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$354M |
| 2 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$153M |
| 3 |
Amundi
Paris,
France
|
+$110M |
| 4 |
Barclays
London,
United Kingdom
|
+$97M |
| 5 |
State Street
Boston,
Massachusetts
|
+$53.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$348M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$279M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$185M |
| 4 |
Morgan Stanley
New York
|
-$93.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$84.4M |
CAT Hedge Fund Activity: Q3 2022 in Review
1,990 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q3 2022, worth a combined $59.7B — down 8.9% from $65.6B a quarter earlier.
Sellers outnumbered buyers: 145 funds closed out of CAT and 94 opened new positions — a net loss of 51 holders — while 726 trimmed existing stakes and 791 added.
The largest buyer was Capital World Investors, adding an estimated $354M. The largest seller was Fidelity Investments, cutting an estimated $348M.
- 1,990 institutional investors held Caterpillar (CAT) as of Q3 2022, down from 2,074 in Q2 2022.
- Funds reported $59.7B of Caterpillar stock for Q3 2022, down 8.9% quarter-over-quarter.
- 94 funds opened new Caterpillar positions in Q3 2022 and 145 closed out, a net change of -51 holders.
- The largest Caterpillar buyer in Q3 2022 was Capital World Investors, an estimated $354M added.
- The largest Caterpillar seller in Q3 2022 was Fidelity Investments, an estimated $348M sold.
Based on aggregated 13F filings for Q3 2022.