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Caterpillar
CAT

Overview Fund Activity

2,680 hedge funds and large institutions have $114B invested in Caterpillar in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 1,036 increasing their positions, 990 reducing their positions, and 147 closing their positions.

Holders
2,680
Holders Change
-6
Holders Change %
-0.22%
% of All Funds
38.99%
Holding in Top 10
58
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-37.63%
% of All Funds
0.84%
New
182
Increased
1,036
Reduced
990
Closed
147
Calls
$3.31B
Puts
$3.75B
Net Calls
-$442M
Net Calls Change
+$27.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$12.1B
2
UBS AM
2
UBS AM
Illinois
$1.19B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$270M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$181M
5
Invesco
5
Invesco
Georgia
$1.06B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$6.43B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.5B
3
Barclays
3
Barclays
United Kingdom
$489M
4
State Street
4
State Street
Massachusetts
$12.2B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.78B
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$630M 1,891,686 +44,656 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$588M 1,764,755 +28,776 +2%
Capital Research Global Investors
28
Capital Research Global Investors
California
$577M 1,730,972 -289,128 -14%
Primecap Management
29
Primecap Management
California
$541M 1,622,727 -108,245 -6%
Deutsche Bank
30
Deutsche Bank
Germany
$503M 1,510,848 +104,294 +7%
Swiss National Bank
31
Swiss National Bank
Switzerland
$493M 1,478,600 -46,000 -3%
Barclays
32
Barclays
United Kingdom
$489M 1,467,949 -841,160 -36%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$477M 1,430,980 -114,278 -7%
CWP
34
Capital Wealth Planning
Florida
$460M 1,381,453 +83,571 +6%
Diamond Hill Capital Management
35
Diamond Hill Capital Management
Ohio
$439M 1,318,999 +12,979 +1%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$433M 1,302,055 +52,335 +4%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$370M 1,114,039 +46,079 +4%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$344M 1,032,135 -38,725 -4%
Lazard Asset Management
39
Lazard Asset Management
New York
$344M 1,031,494 -36,525 -3%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$312M 876,394 -8,145 -0.9%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$312M 937,341 +5,118 +0.5%
Mitsubishi UFJ Asset Management
42
Mitsubishi UFJ Asset Management
Japan
$311M 934,703 +71,586 +8%
National Pension Service
43
National Pension Service
South Korea
$301M 904,027 +2,223 +0.2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$287M 861,461 -55,545 -6%
LPL Financial
45
LPL Financial
California
$278M 836,044 +59,824 +8%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$270M 810,181 +576,431 +247%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$268M 804,039 -18,285 -2%
Citigroup
48
Citigroup
New York
$249M 747,231 -6,640 -0.9%
Principal Financial Group
49
Principal Financial Group
Iowa
$241M 724,283 -28,368 -4%
Corient Private Wealth
50
Corient Private Wealth
Florida
$239M 717,239 -10,215 -1%
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