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Caterpillar
CAT

Overview Fund Activity

2,802 hedge funds and large institutions have $131B invested in Caterpillar in 2024 Q3 according to their latest regulatory filings, with 243 funds opening new positions, 1,042 increasing their positions, 1,037 reducing their positions, and 91 closing their positions.

Holders
2,802
Holders Change
+122
Holders Change %
+4.55%
% of All Funds
40.54%
Holding in Top 10
80
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+37.93%
% of All Funds
1.16%
New
243
Increased
1,042
Reduced
1,037
Closed
91
Calls
$3.1B
Puts
$3.57B
Net Calls
-$466M
Net Calls Change
-$23.9M

Top Buyers

1
Citigroup
1
Citigroup
New York
$1.03B
2
Bank of America
2
Bank of America
North Carolina
$2.33B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.1B
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$419M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$531M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$6.84B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$25.2M
3
BlackRock
3
BlackRock
New York
$13.8B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.14B
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$727M 1,859,081 -32,605 -2%
Amundi
27
Amundi
France
$717M 1,847,196 -326,788 -15%
Wells Fargo
28
Wells Fargo
California
$716M 1,831,422 -79,383 -4%
Capital Research Global Investors
29
Capital Research Global Investors
California
$676M 1,727,193 -3,779 -0.2%
Deutsche Bank
30
Deutsche Bank
Germany
$671M 1,715,852 +205,004 +14%
Primecap Management
31
Primecap Management
California
$581M 1,485,456 -137,271 -8%
CWP
32
Capital Wealth Planning
Florida
$580M 1,483,519 +102,066 +7%
Swiss National Bank
33
Swiss National Bank
Switzerland
$568M 1,451,600 -27,000 -2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$557M 1,423,978 -7,002 -0.5%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$531M 1,358,727 +548,546 +68%
Diamond Hill Capital Management
36
Diamond Hill Capital Management
Ohio
$528M 1,349,608 +30,609 +2%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$419M 1,072,369 +567,118 +112%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$401M 1,026,098 -6,037 -0.6%
National Pension Service
39
National Pension Service
South Korea
$400M 1,022,097 +118,070 +13%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$399M 1,020,310 -281,745 -22%
Mitsubishi UFJ Asset Management
41
Mitsubishi UFJ Asset Management
Japan
$391M 998,683 +63,980 +7%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$363M 927,931 -9,410 -1%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$352M 900,971 +24,577 +3%
LPL Financial
44
LPL Financial
California
$344M 879,638 +43,594 +5%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$339M 865,561 +4,100 +0.5%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$308M 788,056 -15,983 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
47
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$306M 782,133 +200,210 +34%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$298M 761,690 +484,100 +174%
Principal Financial Group
49
Principal Financial Group
Iowa
$285M 729,654 +5,371 +0.7%
Bank Julius Baer & Co
50
Bank Julius Baer & Co
Switzerland
$278M 621,982 -18,659 -3%
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