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CAT
CATERPILLAR INC DEL
$196.79
$5.32 (2.78%)
Last Close: 2021-12-02
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CATstill within Q3 price range
Q3 Low
Q3 High
$208.26 
Q3 Avg
$196.79 
last close
CAT
$188.94
$221.66
07-01
09-30
12-02
$189.84 Q3 Low
$221.66 Q3 High
$196.79 last close
HedgeMind 
Core Managers
499
HedgeMind 
Hedge Funds
Institutional
 Investors
CAT – Stock Holders
All
10
812,292 SH
New Buy
1
58,482 SH
Increased
3
45,627 SH
Unchanged
1
40 SH
Decreased
5
708,143 SH
Sold Out
7
734,748 SH
High Conviction
0
0 SH
Sort by
Fund Manager
Company Name
Portfolio Weight
# of Shares
Shares Change
Change Rate
Phill Gross
ADAGE CAPITAL PARTNERS GP LLC
437,553 SH
-158,255 SH
0.17% P.W.
26.56% sold
Catherine Wood
ARK INVESTMENT MANAGEMENT LLC
217,865 SH
-26,941 SH
0.1% P.W.
11.01% sold
Louis Moore Bacon
MOORE CAPITAL MANAGEMENT LP
58,482 SH
+58,482 SH
0.17% P.W.
100% new
Gregg Moskowitz
INTERVAL PARTNERS LP
39,359 SH
-115,985 SH
0.31% P.W.
74.66% sold
Mark Freeman
SOCORRO ASSET MANAGEMENT LP
38,859 SH
+8,180 SH
2.1% P.W.
21.05% new
Robert Pohly
SAMLYN CAPITAL LLC
12,191 SH
-2,891 SH
0.03% P.W.
19.17% sold
Greg Poole
ECHO STREET CAPITAL MANAGEMENT LLC
3,811 SH
+504 SH
0.01% P.W.
13.22% new
James Chris
ENGINE NO 1 LLC
2,957 SH
+1,214 SH
0.15% P.W.
41.06% new
Lee Ainslie
MAVERICK CAPITAL LTD
1,175 SH
-18,285 SH
<0.01% P.W.
93.96% sold
Ross Ciesla
VERITAS INVESTMENT PARTNERS (UK) LTD
40 SH
0 SH
<0.01% P.W.
(unchanged)
Feng Guo
SYMMETRY INVESTMENTS LP
0 SH
-11,250 SH
<0.01% P.W.
100% sold
Joseph DiMenna
ZWEIG-DIMENNA ASSOCIATES LLC
0 SH
-76,178 SH
<0.01% P.W.
100% sold
Steve Cohen
POINT72 ASSET MANAGEMENT LP
0 SH
-94,618 SH
<0.01% P.W.
100% sold
Michael Cowley
SANDBAR ASSET MANAGEMENT LLP
0 SH
-96,302 SH
<0.01% P.W.
100% sold
Colin McNay
TELEMARK ASSET MANAGEMENT LLC
0 SH
-150,000 SH
<0.01% P.W.
100% sold
John Clark
SOUTHPOINT CAPITAL ADVISORS LP
0 SH
-150,000 SH
<0.01% P.W.
100% sold
Stanley Druckenmiller
DUQUESNE FAMILY OFFICE LLC
0 SH
-156,400 SH
<0.01% P.W.
100% sold
CAT – Option Holders
Sort by
PUT/CALL
Fund Manager
Company Name
# of Shares
PUT
Gregg Moskowitz
INTERVAL PARTNERS LP
15,000 SH
-12,500 SH
0.12% P.W.
45.45% sold
CALL
Gregg Moskowitz
INTERVAL PARTNERS LP
102,500 SH
+60,900 SH
0.8% P.W.
59.41% new
CALL
Gilchrist Berg
WS MANAGEMENT LLLP
20,000 SH
+20,000 SH
0.41% P.W.
100% new
Core Consensus Ratings
2021-09-30 to 2021-12-02
Reduce
HedgeMind Stock Rating
88
Popularity Rank
HedgeMind Sentiment
24%
71%
44
56
Q2
17
83
Q3
100
0
Q4
20Q1
50
50
Q2
71
29
Q3
87
13
Q4
61
35
21Q1
36
50
Q2
24
71
Q3
Q4
22Q1
CAT
$91.85
$244.79
122.44
153.03
183.61
214.20
Key Stats
2021-09-302021-12-02
21Q3Q/Q Change
Total # of Holders 10 -6
Holders % of Core Managers 2.00% -1.20 pp
Total Shares Held 812.29K -988.73K
Share Inflows 68.38K -117.83K
Share Outflows 1.06M +253.17K
PUT/CALL Ratio0.12 
Shares In PUT15.00K 
Shares In CALL122.50K 
Holders % of Core Managers
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
Q4
22Q1
$91.85
$244.79
130.09
168.32
206.56
1%
2%
3%
CAT
4%
Shares Held by Core Managers
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
Q4
22Q1
$91.85
$244.79
122.44
153.03
183.61
214.20
2.00M
4.00M
6.00M
8.00M
CAT
10.00M
Share & Money Flows
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
Q4
22Q1
$91.85
$244.79
122.44
153.03
183.61
214.20
-6.00M
-4.00M
-2.00M
0.00
CAT
2.00M
Share Inflows
Share Outflows
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
Q4
22Q1
$91.85
$244.79
130.09
168.32
206.56
-1.00B
-500.00M
0.00
CAT
$500.00M
Money Inflows
Money Outflows
Key Terms
HedgeMind Core Managers
HedgeMind Core Managers represents 300+ of HedgeMind Hedge Funds that we believe are most valuable for investors to follow and invest alongside. They are hedge fund managers who select investments based on fundamental analysis, construct conviction-weighted portfolio, and maintain a long-term investment strategy.
HedgeMind Hedge Funds
HedgeMind Hedge Funds consists of 440+ hedge funds that HedgeMind meticulously analyzed and selected from 4,400+ institutional investors. They represent some of the most successful hedge funds in the world.
HedgeMind Sentiment
HedgeMind Sentiment measures the percentage of HedgeMind Hedge Funds whose managers expressed bullish (buying), bearish (selling), and neutral views on the stock through factors including trading activities, position weight, and relative size of changes. It is calculated on quarterly basis.
HedgeMind Stock Rating
HedgeMind Stock Rating combines all HedgeMind'ss key metrics and indicators including HedgeMind Sentiment, changes in shares held by hedge funds and number of holders, and trends of these analytic metrics to rate stock as Accumulate, Neutral, and Reduce. Investors can use HedgeMind Stock Rating as your starting point to search for stocks to buy or sell and further perform your own due diligence.
High-Conviction Holders
High-Conviction Holders are hedge funds that hold a stock as a top 10 holding in their portfolios.
Institutional Investors
Institutional Investors include all hedge funds, mutual funds, pension funds, endowment funds, and other institutions that must report US exchanged equity holdings on Form 13F with SEC.
Money Inflows
Money Inflows represents the total amount of new money that a hedge fund invested to buy stocks in the latest filing period.
Money Outflows
Money Outflows represents the total amount of money that a hedge fund cashed out by selling stocks in the latest filing period.
Put/Call Ratio
(Put Options Held by Hedge Funds) / (Call Options Held by Hedge Funds). It can be used to gauge overall sentiment of hedge funds regarding a particular stock expressed through their option holdings.
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