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Caterpillar
CAT

Overview Fund Activity

2,062 hedge funds and large institutions have $65.3B invested in Caterpillar in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 822 increasing their positions, 791 reducing their positions, and 187 closing their positions.

Holders
2,062
Holders Change
-101
Holders Change %
-4.67%
% of All Funds
34.87%
Holding in Top 10
24
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-40%
% of All Funds
0.41%
New
114
Increased
822
Reduced
791
Closed
187
Calls
$1.55B
Puts
$2.03B
Net Calls
-$476M
Net Calls Change
-$53.9M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.85B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.1B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$956M
4
UBS Group
4
UBS Group
Switzerland
$257M
5
AS
5
Altshuler Shaham
Israel
$320M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$295M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$382M
3
State Street
3
State Street
Massachusetts
$7.11B
4
BlackRock
4
BlackRock
New York
$6.56B
5
BMSSC
5
B. Metzler seel. Sohn & Co
Germany
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$147M 807,481 +20,951 +3%
AllianceBernstein
52
AllianceBernstein
Tennessee
$146M 814,801 +11,316 +1%
Citigroup
53
Citigroup
New York
$139M 776,533 -71,563 -8%
National Pension Service
54
National Pension Service
South Korea
$138M 769,641 +57,138 +8%
RJA
55
Raymond James & Associates
Florida
$122M 684,131 +19,085 +3%
US Bancorp
56
US Bancorp
Minnesota
$121M 676,130 +34,093 +5%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$119M 660,895 +49,088 +8%
Mackenzie Financial
58
Mackenzie Financial
Ontario, Canada
$118M 662,718 -17,937 -3%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$117M 651,276 -214,618 -25%
Stifel Financial
60
Stifel Financial
Missouri
$117M 652,383 -19,116 -3%
LPL Financial
61
LPL Financial
California
$114M 636,630 +2,353 +0.4%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$113M 634,625 -3,760 -0.6%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$112M 626,050 -39,594 -6%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$111M 623,579 +37,428 +6%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$104M 583,640 +9,994 +2%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$101M 564,905 +14,440 +3%
Macquarie Group
67
Macquarie Group
Australia
$101M 564,105 -29,368 -5%
CAM
68
Congress Asset Management
Massachusetts
$99.1M 554,238 +11,963 +2%
ORIO
69
Old Republic International (ORI)
Illinois
$98.1M 548,500 – –
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$97.7M 546,404 -401,329 -42%
Bessemer Group
71
Bessemer Group
New Jersey
$84M 470,158 +17,557 +4%
APG Asset Management
72
APG Asset Management
Netherlands
$82M 479,642 -133,667 -22%
First Trust Advisors
73
First Trust Advisors
Illinois
$81.4M 455,535 +92,176 +25%
VNIM
74
Vaughan Nelson Investment Management
Texas
$80.4M 449,879 -9,859 -2%
ZIM
75
Zacks Investment Management
Illinois
$80.2M 448,625 +26,242 +6%
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