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Caterpillar
CAT

Overview Fund Activity

2,558 hedge funds and large institutions have $107B invested in Caterpillar in 2023 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 919 increasing their positions, 950 reducing their positions, and 107 closing their positions.

Holders
2,558
Holders Change
+170
Holders Change %
+7.12%
% of All Funds
37.51%
Holding in Top 10
73
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.35%
% of All Funds
1.07%
New
311
Increased
919
Reduced
950
Closed
107
Calls
$3.22B
Puts
$3.57B
Net Calls
-$353M
Net Calls Change
+$355M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.26B
2
CWP
2
Capital Wealth Planning
Florida
$350M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$178M
4
Charles Schwab
4
Charles Schwab
California
$948M
5
UBS Group
5
UBS Group
Switzerland
$521M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$72.3M
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$297K
3
DZ Bank
3
DZ Bank
Germany
$18.2M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$333M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$220M 743,632 +33,072 +5%
Mitsubishi UFJ Asset Management
52
Mitsubishi UFJ Asset Management
Japan
$218M 767,208 +29,073 +4%
Principal Financial Group
53
Principal Financial Group
Iowa
$215M 727,853 +65,635 +10%
Citigroup
54
Citigroup
New York
$210M 710,231 -26,325 -4%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$209M 706,755 -80,098 -10%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$201M 680,074 +15,766 +2%
Stifel Financial
57
Stifel Financial
Missouri
$196M 662,759 +19,506 +3%
RJA
58
Raymond James & Associates
Florida
$190M 641,610 -8,738 -1%
US Bancorp
59
US Bancorp
Minnesota
$190M 641,494 -8,023 -1%
Renaissance Technologies
60
Renaissance Technologies
New York
$188M 634,200 -272,258 -30%
AllianceBernstein
61
AllianceBernstein
Tennessee
$178M 602,339 -16,673 -3%
Bank Julius Baer & Co
62
Bank Julius Baer & Co
Switzerland
$178M 600,734 +591,790 +6,617%
DekaBank Deutsche Girozentrale
63
DekaBank Deutsche Girozentrale
Germany
$175M 592,712 +62,848 +12%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$163M 549,698 -7,559 -1%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$162M 549,291 +6,887 +1%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$160M 540,667 -17,206 -3%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$157M 529,884 +59,815 +13%
HighTower Advisors
68
HighTower Advisors
Illinois
$149M 504,780 +8,840 +2%
Victory Capital Management
69
Victory Capital Management
Texas
$149M 502,267 +292,710 +140%
ZIM
70
Zacks Investment Management
Illinois
$148M 500,890 -21,568 -4%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$144M 485,869 +13,325 +3%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$136M 464,813 +67,615 +17%
Boston Partners
73
Boston Partners
Massachusetts
$135M 456,245 -37,359 -8%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$129M 437,702 -6,369 -1%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$128M 433,752 -55,082 -11%
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