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Caterpillar
CAT

Overview Fund Activity

2,309 hedge funds and large institutions have $87.9B invested in Caterpillar in 2023 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 925 increasing their positions, 855 reducing their positions, and 111 closing their positions.

Holders
2,309
Holders Change
+43
Holders Change %
+1.9%
% of All Funds
36.42%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.69%
New
174
Increased
925
Reduced
855
Closed
111
Calls
$2.38B
Puts
$2.8B
Net Calls
-$422M
Net Calls Change
+$48.4M

Top Buyers

1
AS
1
Altshuler Shaham
Israel
$506M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$348M
3
Ameriprise
3
Ameriprise
Minnesota
$529M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$567M
5
DZ Bank
5
DZ Bank
Germany
$541M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$29.3M
2
BlackRock
2
BlackRock
New York
$8.34B
3
Citigroup
3
Citigroup
New York
$228M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$60.6M
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AS
26
Altshuler Shaham
Israel
$506M 2,056,227 +1,131,751 +122%
Primecap Management
27
Primecap Management
California
$460M 1,869,330 -664,818 -26%
Swiss National Bank
28
Swiss National Bank
Switzerland
$459M 1,864,800 -200,500 -10%
Capital Research Global Investors
29
Capital Research Global Investors
California
$446M 1,812,407 +317 +0%
Wells Fargo
30
Wells Fargo
California
$443M 1,801,142 -15,047 -0.8%
Diamond Hill Capital Management
31
Diamond Hill Capital Management
Ohio
$421M 1,711,095 +47,467 +3%
UBS Group
32
UBS Group
Switzerland
$411M 1,668,854 +210,741 +14%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$398M 1,619,042 -199,956 -11%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$381M 1,548,458 +265,975 +21%
Capital International Investors
35
Capital International Investors
California
$375M 1,523,040 +244,477 +19%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$348M 1,415,091 +1,131,142 +398%
Renaissance Technologies
37
Renaissance Technologies
New York
$330M 1,340,010 -148,790 -10%
Lazard Asset Management
38
Lazard Asset Management
New York
$327M 1,328,544 +23,605 +2%
Deutsche Bank
39
Deutsche Bank
Germany
$311M 1,263,181 +137,902 +12%
Barclays
40
Barclays
United Kingdom
$268M 1,090,197 +146,175 +15%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$260M 1,054,802 +139,097 +15%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$259M 1,051,541 +79,010 +8%
ProShare Advisors
43
ProShare Advisors
Maryland
$246M 1,001,104 +101,479 +11%
CS
44
Credit Suisse
Switzerland
$246M 999,183 +10,651 +1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$242M 983,995 -41,383 -4%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$229M 930,257 -8,436 -0.9%
Citigroup
47
Citigroup
New York
$228M 927,723 -884,271 -49%
National Pension Service
48
National Pension Service
South Korea
$211M 864,114 +25,471 +3%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$211M 856,228 -25,900 -3%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$206M 837,627 -28,574 -3%
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