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Caterpillar
CAT

Overview Fund Activity

2,680 hedge funds and large institutions have $114B invested in Caterpillar in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 1,036 increasing their positions, 990 reducing their positions, and 147 closing their positions.

Holders
2,680
Holders Change
-6
Holders Change %
-0.22%
% of All Funds
38.99%
Holding in Top 10
58
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-37.63%
% of All Funds
0.84%
New
182
Increased
1,036
Reduced
990
Closed
147
Calls
$3.31B
Puts
$3.75B
Net Calls
-$442M
Net Calls Change
+$27.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$12.1B
2
UBS AM
2
UBS AM
Illinois
$1.19B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$270M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$181M
5
Invesco
5
Invesco
Georgia
$1.06B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$6.43B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.5B
3
Barclays
3
Barclays
United Kingdom
$489M
4
State Street
4
State Street
Massachusetts
$12.2B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.78B
Name Market Value Shares Shares
Change 		Shares
Change %
Bank Julius Baer & Co
51
Bank Julius Baer & Co
Switzerland
$233M 640,641 +28,743 +5%
Stifel Financial
52
Stifel Financial
Missouri
$224M 670,994 +28,120 +4%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$222M 666,264 +297,893 +81%
ProShare Advisors
54
ProShare Advisors
Maryland
$221M 662,524 -85,173 -11%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$218M 655,246 -33,119 -5%
Victory Capital Management
56
Victory Capital Management
Texas
$209M 626,481 +44,699 +8%
RJA
57
Raymond James & Associates
Florida
$201M 602,992 -1,699 -0.3%
US Bancorp
58
US Bancorp
Minnesota
$200M 601,165 -18,464 -3%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$196M 589,809 -42,708 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
60
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$194M 581,923 +344,673 +145%
Capital International Investors
61
Capital International Investors
California
$187M 561,662 +73,002 +15%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$182M 547,369 -49,934 -8%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$181M 542,345 +495,548 +1,059%
AllianceBernstein
64
AllianceBernstein
Tennessee
$178M 533,192 -26,074 -5%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$171M 512,691 +10,583 +2%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$168M 505,251 -50,021 -9%
American Century Companies
67
American Century Companies
Missouri
$168M 504,918 +27,108 +6%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$164M 493,712 -962 -0.2%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$164M 493,478 -31,346 -6%
PCM
70
Penserra Capital Management
California
$164M 490,925 +158,725 +48%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$161M 484,119 -109,489 -18%
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$161M 483,306 -229,383 -32%
HighTower Advisors
73
HighTower Advisors
Illinois
$159M 476,097 +7,583 +2%
Bank of Nova Scotia
74
Bank of Nova Scotia
Ontario, Canada
$159M 476,130 -48,190 -9%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$158M 475,003 +74,507 +19%
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