x
menu
New
Tweeter
Successful Investing takes time, discipline and patience.
– Warren Buffett
CAT
CATERPILLAR INC DEL
$190.72
$4.69 (2.52%)
Last Close: 2022-08-10
Add to My Stocks
CATstill within Q1 price range
Q1 Low
Q1 High
$209.73 
Q1 Avg
$190.72 
last close
CAT
$169.94
$235.08
01-01
03-31
08-10
$182.83 Q1 Low
$229.87 Q1 High
$190.72 last close
HedgeMind 
Core Managers
495
HedgeMind 
Hedge Funds
Institutional
 Investors
CAT – Stock Holders
All
12
981,380 SH
New Buy
6
263,606 SH
Increased
0
0 SH
Unchanged
0
0 SH
Decreased
6
717,774 SH
Sold Out
5
159,843 SH
High Conviction
2
182,286 SH
Sort by
Fund Manager
Company Name
Portfolio Weight
# of Shares
Shares Change
Change Rate
Phill Gross
ADAGE CAPITAL PARTNERS GP LLC
404,904 SH
-127,800 SH
0.17% P.W.
23.99% sold
Jon Hilsabeck
SHELLBACK CAPITAL LP
163,005 SH
-136,995 SH
4.81% P.W.
45.67% sold
John Woolway
VANTAGE INVESTMENT PARTNERS LLC
136,500 SH
+136,500 SH
1.52% P.W.
100% new
Catherine Wood
ARK INVESTMENT MANAGEMENT LLC
111,481 SH
-32,720 SH
0.1% P.W.
22.69% sold
Louis Moore Bacon
MOORE CAPITAL MANAGEMENT LP
70,178 SH
+70,178 SH
0.4% P.W.
100% new
Robert Bishop
IMPALA ASSET MANAGEMENT LLC
45,000 SH
+45,000 SH
0.87% P.W.
100% new
Michael Cowley
SANDBAR ASSET MANAGEMENT LLP
19,281 SH
-9,403 SH
2.58% P.W.
32.78% sold
Gregg Moskowitz
INTERVAL PARTNERS LP
14,488 SH
-37,786 SH
0.16% P.W.
72.28% sold
Andrew Byinton
APPIAN WAY ASSET MANAGEMENT LP
8,800 SH
+8,800 SH
0.89% P.W.
100% new
Greg Poole
ECHO STREET CAPITAL MANAGEMENT LLC
4,615 SH
-6 SH
0.01% P.W.
0.13% sold
Jay Petschek
CORSAIR CAPITAL MANAGEMENT LP
1,928 SH
+1,928 SH
0.11% P.W.
100% new
Philip Hempleman
ARDSLEY ADVISORY PARTNERS
1,200 SH
+1,200 SH
0.04% P.W.
100% new
Ross Ciesla
VERITAS INVESTMENT PARTNERS (UK) LTD
0 SH
-40 SH
<0.01% P.W.
100% sold
James Chris
ENGINE NO 1 LLC
0 SH
-3,703 SH
<0.01% P.W.
100% sold
Lawrence Foley
ZENYATTA CAPITAL MANAGEMENT LP
0 SH
-35,000 SH
<0.01% P.W.
100% sold
Joseph DiMenna
ZWEIG-DIMENNA ASSOCIATES LLC
0 SH
-59,000 SH
<0.01% P.W.
100% sold
Steve Cohen
POINT72 ASSET MANAGEMENT LP
0 SH
-62,100 SH
<0.01% P.W.
100% sold
CAT – Option Holders
Sort by
PUT/CALL
Fund Manager
Company Name
# of Shares
PUT
Gilchrist Berg
WS MANAGEMENT LLLP
30,000 SH
-20,000 SH
0.33% P.W.
40.00% sold
PUT
Gregg Moskowitz
INTERVAL PARTNERS LP
29,600 SH
+7,100 SH
0.32% P.W.
23.99% new
CALL
Gregg Moskowitz
INTERVAL PARTNERS LP
15,300 SH
-4,700 SH
0.17% P.W.
23.50% sold
CALL
Gilchrist Berg
WS MANAGEMENT LLLP
0 SH
-30,000 SH
<0.01% P.W.
100% sold
Core Consensus Ratings
2022-03-31 to 2022-08-10
Neutral
HedgeMind Stock Rating
92
Popularity Rank
HedgeMind Sentiment
35%
65%
100
0
Q4
20Q1
45
55
Q2
67
33
Q3
87
13
Q4
64
36
21Q1
38
48
Q2
24
71
Q3
60
33
Q4
35
65
22Q1
Q2
Q3
CAT
$91.85
$244.79
122.44
153.03
183.61
214.20
Key Stats
2022-03-312022-08-10
22Q1Q/Q Change
Total # of Holders 12 +1
Holders % of Core Managers 2.42% +0.22 pp
Total Shares Held 981.38K -240.95K
Share Inflows 263.61K -330.80K
Share Outflows 504.55K +320.18K
PUT/CALL Ratio3.90 
Shares In PUT59.60K 
Shares In CALL15.30K 
Holders % of Core Managers
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
Q4
22Q1
Q2
Q3
$91.85
$244.79
130.09
168.32
206.56
1%
2%
3%
CAT
4%
Shares Held by Core Managers
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
Q4
22Q1
Q2
Q3
$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
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
Q4
22Q1
Q2
Q3
$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
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
Q4
22Q1
Q2
Q3
$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.
Copyright © 2022 HedgeMind.com, LLC. All rights reserved