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Caterpillar
CAT

Overview Fund Activity

2,686 hedge funds and large institutions have $127B invested in Caterpillar in 2024 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 942 increasing their positions, 1,079 reducing their positions, and 89 closing their positions.

Holders
2,686
Holders Change
+129
Holders Change %
+5.04%
% of All Funds
38.94%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.35%
New
257
Increased
942
Reduced
1,079
Closed
89
Calls
$5B
Puts
$5.46B
Net Calls
-$469M
Net Calls Change
-$116M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$846M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.18B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.74B
4
Norges Bank
4
Norges Bank
Norway
$2.18B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$149M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.64B
2
Jane Street
2
Jane Street
New York
$39.1M
3
Capital World Investors
3
Capital World Investors
California
$10.3B
4
Amundi
4
Amundi
France
$874M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$636M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$267M 727,454 -16,178 -2%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$261M 712,689 -43,546 -6%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$252M 688,365 -18,390 -3%
Stifel Financial
54
Stifel Financial
Missouri
$236M 642,874 -19,885 -3%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$232M 632,517 +286,986 +83%
US Bancorp
56
US Bancorp
Minnesota
$227M 619,629 -21,865 -3%
Bank Julius Baer & Co
57
Bank Julius Baer & Co
Switzerland
$224M 611,898 +11,164 +2%
RJA
58
Raymond James & Associates
Florida
$222M 604,691 -36,919 -6%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$219M 597,303 -82,771 -12%
Victory Capital Management
60
Victory Capital Management
Texas
$213M 581,782 +79,515 +16%
AllianceBernstein
61
AllianceBernstein
Tennessee
$205M 559,266 -43,073 -7%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$203M 555,272 +5,574 +1%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$194M 529,467 -247,508 -32%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$192M 524,824 -15,843 -3%
Bank of Nova Scotia
65
Bank of Nova Scotia
Ontario, Canada
$192M 524,320 +284,221 +118%
ZIM
66
Zacks Investment Management
Illinois
$191M 521,038 +20,148 +4%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$184M 502,108 +16,239 +3%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$181M 494,674 +95,554 +24%
Capital International Investors
69
Capital International Investors
California
$179M 488,660 +244,253 +100%
American Century Companies
70
American Century Companies
Missouri
$175M 477,810 +62,305 +15%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$173M 472,156 -57,728 -11%
HighTower Advisors
72
HighTower Advisors
Illinois
$172M 468,514 -36,266 -7%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$162M 442,913 +5,211 +1%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$149M 407,677 +307,479 +307%
APG Asset Management
75
APG Asset Management
Netherlands
$147M 433,828 +25,873 +6%
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