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Caterpillar
CAT

Overview Fund Activity

1,980 hedge funds and large institutions have $59B invested in Caterpillar in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 787 increasing their positions, 722 reducing their positions, and 143 closing their positions.

Holders
1,980
Holders Change
-82
Holders Change %
-3.98%
% of All Funds
34.24%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
94
Increased
787
Reduced
722
Closed
143
Calls
$1.48B
Puts
$1.88B
Net Calls
-$400M
Net Calls Change
+$75.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.77B
2
AS
2
Altshuler Shaham
Israel
$435M
3
Amundi
3
Amundi
France
$666M
4
Barclays
4
Barclays
United Kingdom
$160M
5
State Street
5
State Street
Massachusetts
$6.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$712M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$100M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$297M
4
Morgan Stanley
4
Morgan Stanley
New York
$925M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$119M 727,556 -111,664 -13%
LPL Financial
52
LPL Financial
California
$115M 700,836 +64,206 +10%
Citigroup
53
Citigroup
New York
$113M 690,769 -85,764 -11%
Prudential Financial
54
Prudential Financial
New Jersey
$112M 678,112 -129,369 -16%
AllianceBernstein
55
AllianceBernstein
Tennessee
$110M 670,478 -144,323 -18%
US Bancorp
56
US Bancorp
Minnesota
$110M 669,633 -6,497 -1%
RJA
57
Raymond James & Associates
Florida
$108M 655,575 -28,556 -4%
Stifel Financial
58
Stifel Financial
Missouri
$105M 640,967 -11,416 -2%
Mitsubishi UFJ Asset Management
59
Mitsubishi UFJ Asset Management
Japan
$105M 637,087 +53,447 +9%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$103M 626,314 -8,311 -1%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$102M 617,478 -43,417 -7%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$101M 618,328 -7,722 -1%
Wellington Management Group
63
Wellington Management Group
Massachusetts
$100M 611,101 -1,527,038 -71%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$95.5M 581,900 +207,300 +55%
ORIO
65
Old Republic International (ORI)
Illinois
$90M 548,500 – –
CAM
66
Congress Asset Management
Massachusetts
$88.2M 537,467 -16,771 -3%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$82.6M 503,623 -42,781 -8%
First Trust Advisors
68
First Trust Advisors
Illinois
$80.2M 488,704 +33,169 +7%
Bessemer Group
69
Bessemer Group
New Jersey
$78M 475,535 +5,377 +1%
Two Sigma Investments
70
Two Sigma Investments
New York
$77.5M 472,516 +43,072 +10%
ZIM
71
Zacks Investment Management
Illinois
$74.8M 455,605 +6,980 +2%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$74.5M 452,533 -198,743 -31%
APG Asset Management
73
APG Asset Management
Netherlands
$73.1M 436,560 -43,082 -9%
Mackenzie Financial
74
Mackenzie Financial
Ontario, Canada
$73M 444,872 -217,846 -33%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$70.9M 432,243 -132,662 -23%
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