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Caterpillar
CAT

Overview Fund Activity

2,558 hedge funds and large institutions have $107B invested in Caterpillar in 2023 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 919 increasing their positions, 950 reducing their positions, and 107 closing their positions.

Holders
2,558
Holders Change
+170
Holders Change %
+7.12%
% of All Funds
37.51%
Holding in Top 10
73
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.35%
% of All Funds
1.07%
New
311
Increased
919
Reduced
950
Closed
107
Calls
$3.22B
Puts
$3.57B
Net Calls
-$353M
Net Calls Change
+$355M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.26B
2
CWP
2
Capital Wealth Planning
Florida
$350M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$178M
4
Charles Schwab
4
Charles Schwab
California
$948M
5
UBS Group
5
UBS Group
Switzerland
$521M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$72.3M
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$297K
3
DZ Bank
3
DZ Bank
Germany
$18.2M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$333M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Research Global Investors
26
Capital Research Global Investors
California
$562M 1,900,774 +537 +0%
Wells Fargo
27
Wells Fargo
California
$543M 1,836,664 +100,125 +6%
Primecap Management
28
Primecap Management
California
$534M 1,804,480 -46,490 -3%
UBS Group
29
UBS Group
Switzerland
$521M 1,761,391 +467,337 +36%
Swiss National Bank
30
Swiss National Bank
Switzerland
$472M 1,595,200 -62,400 -4%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$459M 1,552,782 -35,578 -2%
Diamond Hill Capital Management
32
Diamond Hill Capital Management
Ohio
$454M 1,536,626 +42,621 +3%
Deutsche Bank
33
Deutsche Bank
Germany
$428M 1,446,701 +324,179 +29%
Barclays
34
Barclays
United Kingdom
$420M 1,421,528 +32,797 +2%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$410M 1,386,882 +358,994 +35%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$357M 1,208,816 +202,154 +20%
CWP
37
Capital Wealth Planning
Florida
$350M 1,182,453 +1,178,168 +27,495%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$334M 1,120,830 +43,106 +4%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$333M 1,124,920 -654,583 -37%
CS
40
Credit Suisse
Switzerland
$331M 1,118,068 +13,888 +1%
Lazard Asset Management
41
Lazard Asset Management
New York
$328M 1,109,581 -290,307 -21%
Jane Street
42
Jane Street
New York
$320M 1,082,581 +442,320 +69%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$299M 1,016,464 +160,670 +19%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$274M 925,155 -4,873 -0.5%
National Pension Service
45
National Pension Service
South Korea
$267M 903,806 +20,516 +2%
ProShare Advisors
46
ProShare Advisors
Maryland
$247M 835,719 -67,786 -8%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$242M 819,362 +293 +0%
LPL Financial
48
LPL Financial
California
$232M 785,746 +25,380 +3%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$230M 776,975 +450,989 +138%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$224M 756,235 -215,413 -22%
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