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Caterpillar
CAT

Overview Fund Activity

2,145 hedge funds and large institutions have $74.5B invested in Caterpillar in 2021 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 844 increasing their positions, 624 reducing their positions, and 97 closing their positions.

Holders
2,145
Holders Change
+216
Holders Change %
+11.2%
% of All Funds
33.13%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
341
Increased
844
Reduced
624
Closed
97
Calls
$1.6B
Puts
$2.22B
Net Calls
-$616M
Net Calls Change
+$505M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.74B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$726M
3
Ameriprise
3
Ameriprise
Minnesota
$487M
4
Invesco
4
Invesco
Georgia
$1.01B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$253M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$348M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$532M
3
BlackRock
3
BlackRock
New York
$7.55B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$57.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$863M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$203M 984,009 +26,643 +3%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$203M 983,825 +76,955 +8%
CS
53
Credit Suisse
Switzerland
$193M 934,105 -55,897 -6%
EVM
54
Eaton Vance Management
Massachusetts
$180M 871,547 -62,716 -7%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$174M 843,897 +14,505 +2%
CWP
56
Capital Wealth Planning
Florida
$167M 805,899 +69,811 +9%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$163M 789,328 +42,188 +6%
Prudential Financial
58
Prudential Financial
New Jersey
$162M 794,461 +201,279 +34%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$158M 762,198 +55,604 +8%
National Pension Service
60
National Pension Service
South Korea
$150M 723,174 -9,649 -1%
AllianceBernstein
61
AllianceBernstein
Tennessee
$143M 691,666 -51,733 -7%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$141M 681,835 +18,903 +3%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$141M 680,112 -6,471 -0.9%
BMSSC
64
B. Metzler seel. Sohn & Co
Germany
$137M 665,176 +39,772 +6%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$132M 638,385 -9,985 -2%
LPL Financial
66
LPL Financial
California
$131M 631,226 +47,174 +8%
RJA
67
Raymond James & Associates
Florida
$127M 614,063 +47,324 +8%
APG Asset Management
68
APG Asset Management
Netherlands
$126M 693,713 +11,189 +2%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$124M 600,049 +152,755 +34%
Stifel Financial
70
Stifel Financial
Missouri
$119M 577,821 +59,713 +12%
US Bancorp
71
US Bancorp
Minnesota
$118M 572,049 +75,499 +15%
Millennium Management
72
Millennium Management
New York
$118M 571,045 +194,348 +52%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$118M 568,518 +8,052 +1%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$117M 568,294 -79,863 -12%
ORIO
75
Old Republic International (ORI)
Illinois
$117M 567,000 – –
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