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Caterpillar
CAT

Overview Fund Activity

1,980 hedge funds and large institutions have $59B invested in Caterpillar in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 787 increasing their positions, 722 reducing their positions, and 143 closing their positions.

Holders
1,980
Holders Change
-82
Holders Change %
-3.98%
% of All Funds
34.24%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
94
Increased
787
Reduced
722
Closed
143
Calls
$1.48B
Puts
$1.88B
Net Calls
-$400M
Net Calls Change
+$75.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.77B
2
AS
2
Altshuler Shaham
Israel
$435M
3
Amundi
3
Amundi
France
$666M
4
Barclays
4
Barclays
United Kingdom
$160M
5
State Street
5
State Street
Massachusetts
$6.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$712M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$100M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$297M
4
Morgan Stanley
4
Morgan Stanley
New York
$925M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$15.1M 92,044 +3,531 +4%
SYBT
227
Stock Yards Bank & Trust
Kentucky
$15.1M 91,938 +699 +0.8%
FBA
228
Front Barnett Associates
Illinois
$15.1M 91,880 -573 -0.6%
EDRH
229
Edmond de Rothschild Holding
Switzerland
$15.1M 91,805 -5,780 -6%
Assenagon Asset Management
230
Assenagon Asset Management
Luxembourg
$15M 91,690 +85,691 +1,428%
ONB
231
Old National Bancorp
Indiana
$15M 91,452 +1,945 +2%
BB
232
Busey Bank
Illinois
$15M 91,336 -4,027 -4%
NYLIM
233
New York Life Investment Management
New York
$14.6M 89,020 -1,228 -1%
ACP
234
Ashfield Capital Partners
California
$14.4M 87,769 -477 -0.5%
MAM
235
Madison Asset Management
Wisconsin
$14.4M 87,581 +29,623 +51%
ACM
236
Advisors Capital Management
New Jersey
$14.3M 60,668 +6,281 +12%
UIM
237
USS Investment Management
United Kingdom
$14.3M 87,313 -40,019 -31%
GIBU
238
Gulf International Bank (UK)
United Kingdom
$14.3M 87,073 -527 -0.6%
KAS
239
Kestra Advisory Services
Texas
$14.2M 86,299 -8,618 -9%
Thrivent Financial for Lutherans
240
Thrivent Financial for Lutherans
Minnesota
$14.1M 85,388 +294 +0.3%
Jennison Associates
241
Jennison Associates
New York
$14M 85,471 +34,980 +69%
N
242
Natixis
France
$13.8M 84,125 +33,666 +67%
USAA
243
United Services Automobile Association
Texas
$13.8M 84,054 -38,863 -32%
CIC
244
Cutler Investment Counsel
Oregon
$13.7M 83,384 -487 -0.6%
VRS
245
Virginia Retirement Systems
Virginia
$13.7M 83,200 +83,200 New
BBVA
246
Banco Bilbao Vizcaya Argentaria
Spain
$13.4M 81,567 -104,654 -56%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$13M 79,152 +11,259 +17%
TRCT
248
Tower Research Capital (TRC)
New York
$13M 78,976 -18,447 -19%
WCMN
249
Westchester Capital Management (Nebraska)
Nebraska
$12.8M 78,160 +259 +0.3%
MOACM
250
Mutual of America Capital Management
New York
$12.7M 77,488 +395 +0.5%
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