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Caterpillar
CAT

Overview Fund Activity

2,062 hedge funds and large institutions have $65.3B invested in Caterpillar in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 822 increasing their positions, 791 reducing their positions, and 187 closing their positions.

Holders
2,062
Holders Change
-101
Holders Change %
-4.67%
% of All Funds
34.87%
Holding in Top 10
24
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-40%
% of All Funds
0.41%
New
114
Increased
822
Reduced
791
Closed
187
Calls
$1.55B
Puts
$2.03B
Net Calls
-$476M
Net Calls Change
-$53.9M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.85B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.1B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$956M
4
UBS Group
4
UBS Group
Switzerland
$257M
5
AS
5
Altshuler Shaham
Israel
$320M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$295M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$382M
3
State Street
3
State Street
Massachusetts
$7.11B
4
BlackRock
4
BlackRock
New York
$6.56B
5
BMSSC
5
B. Metzler seel. Sohn & Co
Germany
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$416M 2,324,641 -18,300 -0.8%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$382M 2,138,139 -1,305,941 -38%
OTPPB
28
Ontario Teachers' Pension Plan Board
Ontario, Canada
$373M 2,089,284 +145,409 +7%
Wells Fargo
29
Wells Fargo
California
$372M 2,078,788 -175,336 -8%
Ameriprise
30
Ameriprise
Minnesota
$351M 1,967,307 -324,428 -14%
Diamond Hill Capital Management
31
Diamond Hill Capital Management
Ohio
$341M 1,904,823 -19,644 -1%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$333M 1,860,712 +51,546 +3%
AS
33
Altshuler Shaham
Israel
$320M 1,788,332 +446,072 +33%
Capital International Investors
34
Capital International Investors
California
$301M 1,685,560 +289 +0%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$295M 1,652,783 -1,553,386 -48%
UBS Group
36
UBS Group
Switzerland
$257M 1,435,803 +521,385 +57%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$255M 1,424,764 +94,804 +7%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$240M 1,344,523 -233,340 -15%
Deutsche Bank
39
Deutsche Bank
Germany
$216M 1,208,516 -248,916 -17%
Lazard Asset Management
40
Lazard Asset Management
New York
$205M 1,145,249 +40,186 +4%
Boston Partners
41
Boston Partners
Massachusetts
$196M 1,093,278 +8,325 +0.8%
EVM
42
Eaton Vance Management
Massachusetts
$193M 1,081,614 -9,175 -0.8%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$184M 1,027,523 -65,315 -6%
Principal Financial Group
44
Principal Financial Group
Iowa
$182M 1,016,991 -17,003 -2%
ProShare Advisors
45
ProShare Advisors
Maryland
$177M 991,289 -51,080 -5%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$174M 975,067 -17,514 -2%
CS
47
Credit Suisse
Switzerland
$172M 962,923 -111,457 -10%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$163M 912,619 -9,543 -1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$155M 867,703 +21,256 +3%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$150M 839,220 -7,520 -0.9%
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