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Caterpillar
CAT

Overview Fund Activity

2,686 hedge funds and large institutions have $127B invested in Caterpillar in 2024 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 942 increasing their positions, 1,079 reducing their positions, and 89 closing their positions.

Holders
2,686
Holders Change
+129
Holders Change %
+5.04%
% of All Funds
38.94%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.35%
New
257
Increased
942
Reduced
1,079
Closed
89
Calls
$5B
Puts
$5.46B
Net Calls
-$469M
Net Calls Change
-$116M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$846M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.18B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.74B
4
Norges Bank
4
Norges Bank
Norway
$2.18B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$149M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.64B
2
Jane Street
2
Jane Street
New York
$39.1M
3
Capital World Investors
3
Capital World Investors
California
$10.3B
4
Amundi
4
Amundi
France
$874M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$636M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$700M 1,910,694 -52,910 -3%
UBS Group
27
UBS Group
Switzerland
$677M 1,847,030 +85,639 +5%
Wells Fargo
28
Wells Fargo
California
$670M 1,827,530 -9,134 -0.5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$636M 1,735,979 -499,078 -22%
Primecap Management
30
Primecap Management
California
$634M 1,730,972 -73,508 -4%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$566M 1,545,258 -7,524 -0.5%
Swiss National Bank
32
Swiss National Bank
Switzerland
$559M 1,524,600 -70,600 -4%
Deutsche Bank
33
Deutsche Bank
Germany
$515M 1,406,554 -40,147 -3%
Diamond Hill Capital Management
34
Diamond Hill Capital Management
Ohio
$479M 1,306,020 -230,606 -15%
CWP
35
Capital Wealth Planning
Florida
$476M 1,297,882 +115,429 +10%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$458M 1,249,720 -137,162 -10%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$392M 1,070,860 -54,060 -5%
Lazard Asset Management
38
Lazard Asset Management
New York
$391M 1,068,019 -41,562 -4%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$390M 1,067,960 +51,496 +5%
CS
40
Credit Suisse
Switzerland
$370M 1,010,934 -107,134 -10%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$342M 932,223 -276,593 -23%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$336M 917,006 -8,149 -0.9%
National Pension Service
43
National Pension Service
South Korea
$330M 901,804 -2,002 -0.2%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$323M 884,539 -236,291 -21%
Mitsubishi UFJ Asset Management
45
Mitsubishi UFJ Asset Management
Japan
$316M 863,117 +95,909 +13%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$301M 822,324 +2,962 +0.4%
LPL Financial
47
LPL Financial
California
$284M 776,220 -9,526 -1%
Citigroup
48
Citigroup
New York
$276M 753,871 +43,640 +6%
Principal Financial Group
49
Principal Financial Group
Iowa
$276M 752,651 +24,798 +3%
ProShare Advisors
50
ProShare Advisors
Maryland
$274M 747,697 -88,022 -11%
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