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Caterpillar
CAT

Overview Fund Activity

2,164 hedge funds and large institutions have $81.7B invested in Caterpillar in 2022 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 952 increasing their positions, 709 reducing their positions, and 134 closing their positions.

Holders
2,164
Holders Change
+19
Holders Change %
+0.89%
% of All Funds
34.25%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.63%
New
179
Increased
952
Reduced
709
Closed
134
Calls
$1.88B
Puts
$2.3B
Net Calls
-$422M
Net Calls Change
+$194M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.39B
3
OTPPB
3
Ontario Teachers' Pension Plan Board
Ontario, Canada
$433M
4
AS
4
Altshuler Shaham
Israel
$299M
5
BlackRock
5
BlackRock
New York
$8.35B

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$1.64B
2
Invesco
2
Invesco
Georgia
$765M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$71.6M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$69.2M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
26
Amundi
France
$585M +$58.5M +270,781 +11%
Swiss National Bank
27
Swiss National Bank
Switzerland
$522M +$58.4M +262,000 +13%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$515M +$5.52M +24,792 +1%
Ameriprise
29
Ameriprise
Minnesota
$508M -$18.3M -82,699 -3%
Wells Fargo
30
Wells Fargo
California
$502M -$49.3M -221,175 -9%
OTPPB
31
Ontario Teachers' Pension Plan Board
Ontario, Canada
$433M +$433M +1,943,875 New
Diamond Hill Capital Management
32
Diamond Hill Capital Management
Ohio
$429M +$135M +604,819 +46%
PPA
33
Parametric Portfolio Associates
Washington
$413M +$19.4M +87,248 +5%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$403M -$5.02M -22,537 -1%
Capital International Investors
35
Capital International Investors
California
$376M +$112K +502 +0%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$352M -$48.8M -219,099 -12%
Deutsche Bank
37
Deutsche Bank
Germany
$325M -$69.5M -311,773 -18%
AS
38
Altshuler Shaham
Israel
$299M +$299M +1,342,260 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$296M +$77.1M +346,135 +35%
Lazard Asset Management
40
Lazard Asset Management
New York
$246M +$8.87M +39,791 +4%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$244M -$17.4M -77,957 -7%
EVM
42
Eaton Vance Management
Massachusetts
$243M +$48.9M +219,242 +25%
Boston Partners
43
Boston Partners
Massachusetts
$241M -$56.2M -252,361 -19%
CS
44
Credit Suisse
Switzerland
$239M +$31.3M +140,275 +15%
ProShare Advisors
45
ProShare Advisors
Maryland
$232M -$5.84M -26,218 -2%
Principal Financial Group
46
Principal Financial Group
Iowa
$230M -$3.68M -16,511 -2%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$221M +$1.63M +7,294 +0.7%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$219M -$3.01M -13,517 -1%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$211M +$35.3M +158,405 +20%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$205M -$13.8M -61,847 -6%
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