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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 %
Swiss National Bank
26
Swiss National Bank
Switzerland
$379M 2,311,441 -13,200 -0.6%
OTPPB
27
Ontario Teachers' Pension Plan Board
Ontario, Canada
$351M 2,138,516 +49,232 +2%
Wells Fargo
28
Wells Fargo
California
$319M 1,945,881 -132,907 -6%
Diamond Hill Capital Management
29
Diamond Hill Capital Management
Ohio
$311M 1,894,638 -10,185 -0.5%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$306M 1,863,091 +2,379 +0.1%
Capital Research Global Investors
31
Capital Research Global Investors
California
$297M 1,811,256 -1,010,935 -36%
Capital International Investors
32
Capital International Investors
California
$277M 1,685,538 -22 -0%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$271M 1,649,261 -3,522 -0.2%
Ameriprise
34
Ameriprise
Minnesota
$253M 1,543,416 -423,891 -22%
Deutsche Bank
35
Deutsche Bank
Germany
$220M 1,341,971 +133,455 +11%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$197M 1,201,884 +174,361 +17%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$192M 1,167,258 -257,506 -18%
Boston Partners
38
Boston Partners
Massachusetts
$186M 1,113,372 +20,094 +2%
Lazard Asset Management
39
Lazard Asset Management
New York
$185M 1,129,198 -16,051 -1%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$181M 1,091,153 -253,370 -19%
ProShare Advisors
41
ProShare Advisors
Maryland
$180M 1,096,560 +105,271 +11%
Principal Financial Group
42
Principal Financial Group
Iowa
$162M 986,681 -30,310 -3%
CS
43
Credit Suisse
Switzerland
$160M 977,714 +14,791 +2%
Barclays
44
Barclays
United Kingdom
$160M 977,373 +531,192 +119%
UBS Group
45
UBS Group
Switzerland
$160M 973,602 -462,201 -32%
EVM
46
Eaton Vance Management
Massachusetts
$158M 961,224 -120,390 -11%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$151M 920,893 -54,174 -6%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$147M 897,686 -14,933 -2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$145M 884,482 +16,779 +2%
National Pension Service
50
National Pension Service
South Korea
$129M 778,751 +9,110 +1%
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