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Caterpillar
CAT

Overview Fund Activity

2,272 hedge funds and large institutions have $87.8B invested in Caterpillar in 2022 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 751 increasing their positions, 788 reducing their positions, and 79 closing their positions.

Holders
2,272
Holders Change
+292
Holders Change %
+14.75%
% of All Funds
36.66%
Holding in Top 10
60
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+160.87%
% of All Funds
0.97%
New
407
Increased
751
Reduced
788
Closed
79
Calls
$2.62B
Puts
$4.33B
Net Calls
-$1.71B
Net Calls Change
-$1.31B

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$519M
2
Barclays
2
Barclays
United Kingdom
$535M
3
Citigroup
3
Citigroup
New York
$438M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.34B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.58B

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$207M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$627M
4
Goldman Sachs
4
Goldman Sachs
New York
$648M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$519M 2,167,964 +2,066,571 +2,038%
Swiss National Bank
27
Swiss National Bank
Switzerland
$514M 2,145,600 -165,841 -7%
Wells Fargo
28
Wells Fargo
California
$448M 1,868,329 -77,552 -4%
Citigroup
29
Citigroup
New York
$438M 1,827,280 +1,136,511 +165%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$437M 1,825,367 -37,724 -2%
Capital Research Global Investors
31
Capital Research Global Investors
California
$434M 1,811,529 +273 +0%
Diamond Hill Capital Management
32
Diamond Hill Capital Management
Ohio
$423M 1,766,108 -128,530 -7%
Capital International Investors
33
Capital International Investors
California
$404M 1,686,019 +481 +0%
Ameriprise
34
Ameriprise
Minnesota
$363M 1,516,028 -27,388 -2%
UBS Group
35
UBS Group
Switzerland
$350M 1,459,588 +485,986 +50%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$324M 1,353,507 +900,974 +199%
Lazard Asset Management
37
Lazard Asset Management
New York
$295M 1,232,618 +103,420 +9%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$287M 1,198,571 +31,313 +3%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$284M 1,185,466 -16,418 -1%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$271M 1,130,414 +39,261 +4%
Deutsche Bank
41
Deutsche Bank
Germany
$265M 1,106,757 -235,214 -18%
Boston Partners
42
Boston Partners
Massachusetts
$261M 1,087,774 -25,598 -2%
ProShare Advisors
43
ProShare Advisors
Maryland
$259M 1,082,434 -14,126 -1%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$245M 1,021,424 -627,837 -38%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$239M 997,895 +229,497 +30%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$235M 979,697 +725,714 +286%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$221M 923,151 +2,258 +0.2%
CS
48
Credit Suisse
Switzerland
$220M 917,742 -59,972 -6%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$219M 913,290 +28,808 +3%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$216M 899,707 +2,021 +0.2%
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