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Caterpillar
CAT

Overview Fund Activity

2,388 hedge funds and large institutions have $97.2B invested in Caterpillar in 2023 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 902 increasing their positions, 898 reducing their positions, and 80 closing their positions.

Holders
2,388
Holders Change
+79
Holders Change %
+3.42%
% of All Funds
38.08%
Holding in Top 10
74
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+68.18%
% of All Funds
1.18%
New
189
Increased
902
Reduced
898
Closed
80
Calls
$2.6B
Puts
$3.31B
Net Calls
-$708M
Net Calls Change
-$286M

Top Buyers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$305M
2
Bank of America
2
Bank of America
North Carolina
$1.41B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.65B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$486M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$119M

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$2.52M
2
State Street
2
State Street
Massachusetts
$10.3B
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$89M
4
DZ Bank
4
DZ Bank
Germany
$312M
5
BlackRock
5
BlackRock
New York
$9.06B
Name Market Value Shares Shares
Change 		Shares
Change %
Primecap Management
26
Primecap Management
California
$505M 1,850,970 -18,360 -1%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$486M 1,779,503 +727,962 +69%
Wells Fargo
28
Wells Fargo
California
$474M 1,736,539 -64,603 -4%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$457M 1,675,693 +127,235 +8%
Swiss National Bank
30
Swiss National Bank
Switzerland
$453M 1,657,600 -207,200 -11%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$434M 1,588,360 -30,682 -2%
Capital International Investors
32
Capital International Investors
California
$416M 1,525,592 +2,552 +0.2%
Diamond Hill Capital Management
33
Diamond Hill Capital Management
Ohio
$408M 1,494,005 -217,090 -13%
Lazard Asset Management
34
Lazard Asset Management
New York
$382M 1,399,888 +71,344 +5%
Barclays
35
Barclays
United Kingdom
$379M 1,388,731 +298,534 +27%
UBS Group
36
UBS Group
Switzerland
$353M 1,294,054 -374,800 -22%
DZ Bank
37
DZ Bank
Germany
$312M 1,142,857 -1,054,668 -48%
Deutsche Bank
38
Deutsche Bank
Germany
$306M 1,122,522 -140,659 -11%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$306M 1,077,724 +311,094 +41%
Winslow Capital Management
40
Winslow Capital Management
Minnesota
$305M 1,117,830 +1,070,570 +2,265%
CS
41
Credit Suisse
Switzerland
$301M 1,104,180 +104,997 +11%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$281M 1,027,888 -26,914 -3%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$275M 1,006,662 +22,667 +2%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$265M 971,648 +358,180 +58%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$254M 930,028 -229 -0%
Renaissance Technologies
46
Renaissance Technologies
New York
$247M 906,458 -433,552 -32%
ProShare Advisors
47
ProShare Advisors
Maryland
$247M 903,505 -97,599 -10%
National Pension Service
48
National Pension Service
South Korea
$238M 883,290 +19,176 +2%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$235M 855,794 +81,304 +10%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$224M 819,069 -37,159 -4%
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