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Caterpillar

2,164 hedge funds and large institutions have $81.7B invested in Caterpillar in 2022 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 952 increasing their positions, 709 reducing their positions, and 134 closing their positions.

Holders
2,164
Holders Change
+19
Holders Change %
+0.89%
% of All Funds
34.25%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.63%
New
179
Increased
952
Reduced
709
Closed
134
Calls
$1.88B
Puts
$2.3B
Net Calls
-$422M
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
51
UBS Group
Switzerland
$204M -$99.5M -446,636 -33%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$197M -$28.7M -128,615 -13%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$193M -$81.1M -363,903 -30%
Citigroup
54
Citigroup
New York
$189M -$66.7M -299,214 -26%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$189M +$18.8M +84,542 +11%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$189M +$568K +2,550 +0.3%
Barclays
57
Barclays
United Kingdom
$183M -$161M -723,967 -47%
AllianceBernstein
58
AllianceBernstein
Tennessee
$179M +$24.9M +111,819 +16%
Prudential Financial
59
Prudential Financial
New Jersey
$175M -$1.77M -7,931 -1%
National Pension Service
60
National Pension Service
South Korea
$159M -$2.38M -10,671 -1%
BMSSC
61
B. Metzler seel. Sohn & Co
Germany
$158M +$9.98M +44,880 +7%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$152M -$263K -1,180 -0.2%
Stifel Financial
63
Stifel Financial
Missouri
$150M +$20.9M +93,678 +16%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$148M -$3.22M -14,468 -2%
RJA
65
Raymond James & Associates
Florida
$148M +$11.4M +50,983 +8%
US Bancorp
66
US Bancorp
Minnesota
$143M +$15.6M +69,988 +12%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$142M
LPL Financial
68
LPL Financial
California
$141M +$680K +3,051 +0.5%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$137M +$9.73M +43,513 +8%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$131M +$115M +514,683 +720%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$130M +$3.67M +16,469 +3%
Mitsubishi UFJ Asset Management
72
Mitsubishi UFJ Asset Management
Japan
$128M +$13.6M +61,234 +12%
APG Asset Management
73
APG Asset Management
Netherlands
$123M -$16.1M -80,404 -12%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$123M +$35M +156,989 +40%
ORIO
75
Old Republic International (ORI)
Illinois
$122M -$4.12M -18,500 -3%