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Caterpillar
CAT

Overview Fund Activity

2,265 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

Holders
2,265
Holders Change
-7
Holders Change %
-0.31%
% of All Funds
36.26%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
164
Increased
863
Reduced
861
Closed
119
Calls
$2.16B
Puts
$2.63B
Net Calls
-$471M
Net Calls Change
+$1.24B

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$390M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.3B
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$172M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$155M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$341M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$7.32M
2
Citadel Advisors
2
Citadel Advisors
Florida
$48.9M
3
Barclays
3
Barclays
United Kingdom
$216M
4
BlackRock
4
BlackRock
New York
$8.07B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$401M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$416M 1,816,189 -52,140 -3%
Capital Research Global Investors
27
Capital Research Global Investors
California
$415M 1,812,090 +561 +0%
Citigroup
28
Citigroup
New York
$415M 1,811,994 -15,286 -0.8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$401M 1,753,286 -865,547 -33%
DZ Bank
30
DZ Bank
Germany
$390M 1,702,295 +1,450,580 +576%
Diamond Hill Capital Management
31
Diamond Hill Capital Management
Ohio
$381M 1,663,628 -102,480 -6%
Ameriprise
32
Ameriprise
Minnesota
$364M 1,589,593 +73,565 +5%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$351M 1,535,302 +181,795 +13%
Renaissance Technologies
34
Renaissance Technologies
New York
$341M 1,488,800 +674,300 +83%
UBS Group
35
UBS Group
Switzerland
$334M 1,458,113 -1,475 -0.1%
Lazard Asset Management
36
Lazard Asset Management
New York
$299M 1,304,939 +72,321 +6%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$293M 1,282,483 +83,912 +7%
Capital International Investors
38
Capital International Investors
California
$293M 1,278,563 -407,456 -24%
Deutsche Bank
39
Deutsche Bank
Germany
$258M 1,125,279 +18,522 +2%
Boston Partners
40
Boston Partners
Massachusetts
$244M 1,069,185 -18,589 -2%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$235M 1,025,378 -160,088 -14%
CS
42
Credit Suisse
Switzerland
$226M 988,532 +70,790 +8%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$224M 978,963 -151,451 -13%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$223M 972,531 -48,893 -5%
Barclays
45
Barclays
United Kingdom
$216M 944,022 -1,288,150 -58%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$215M 938,693 +25,403 +3%
AS
47
Altshuler Shaham
Israel
$212M 924,476 +60,323 +7%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$209M 915,705 +102,959 +13%
ProShare Advisors
49
ProShare Advisors
Maryland
$206M 899,625 -182,809 -17%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$202M 882,128 -17,579 -2%
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