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Caterpillar
CAT

Overview Fund Activity

2,272 hedge funds and large institutions have $87.8B invested in Caterpillar in 2022 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 751 increasing their positions, 788 reducing their positions, and 79 closing their positions.

Holders
2,272
Holders Change
+292
Holders Change %
+14.75%
% of All Funds
36.66%
Holding in Top 10
60
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+160.87%
% of All Funds
0.97%
New
407
Increased
751
Reduced
788
Closed
79
Calls
$2.62B
Puts
$4.33B
Net Calls
-$1.71B
Net Calls Change
-$1.31B

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$519M
2
Barclays
2
Barclays
United Kingdom
$535M
3
Citigroup
3
Citigroup
New York
$438M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.34B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.58B

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$207M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$627M
4
Goldman Sachs
4
Goldman Sachs
New York
$648M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
AS
51
Altshuler Shaham
Israel
$207M 864,153 -1,760,519 -67%
Renaissance Technologies
52
Renaissance Technologies
New York
$195M 814,500 +814,500 New
HSBC Holdings
53
HSBC Holdings
United Kingdom
$194M 812,746 +195,268 +32%
Prudential Financial
54
Prudential Financial
New Jersey
$193M 804,134 +126,022 +19%
National Pension Service
55
National Pension Service
South Korea
$189M 790,897 +12,146 +2%
RJA
56
Raymond James & Associates
Florida
$187M 778,904 +123,329 +19%
US Bancorp
57
US Bancorp
Minnesota
$170M 708,534 +38,901 +6%
AllianceBernstein
58
AllianceBernstein
Tennessee
$160M 667,974 -2,504 -0.4%
Mitsubishi UFJ Asset Management
59
Mitsubishi UFJ Asset Management
Japan
$160M 669,585 +32,498 +5%
LPL Financial
60
LPL Financial
California
$159M 665,245 -35,591 -5%
Stifel Financial
61
Stifel Financial
Missouri
$157M 653,435 +12,468 +2%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$152M 636,381 +412,022 +184%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$150M 627,465 +1,151 +0.2%
Principal Financial Group
64
Principal Financial Group
Iowa
$147M 615,145 -371,536 -38%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$145M 603,618 -14,710 -2%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$142M 592,775 +319,572 +117%
Schroder Investment Management Group
67
Schroder Investment Management Group
United Kingdom
$139M 582,113 +151,733 +35%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$136M 569,268 -158,288 -22%
Man Group
69
Man Group
United Kingdom
$136M 566,400 +309,582 +121%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$130M 541,960 +38,337 +8%
Wellington Management Group
71
Wellington Management Group
Massachusetts
$130M 540,883 -70,218 -11%
APG Asset Management
72
APG Asset Management
Netherlands
$129M 538,831 +102,271 +23%
CAM
73
Congress Asset Management
Massachusetts
$128M 534,500 -2,967 -0.6%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$122M 507,668 +75,425 +17%
HighTower Advisors
75
HighTower Advisors
Illinois
$120M 502,012 +77,924 +18%
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