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Caterpillar

2,802 hedge funds and large institutions have $131B invested in Caterpillar in 2024 Q3 according to their latest regulatory filings, with 243 funds opening new positions, 1,042 increasing their positions, 1,037 reducing their positions, and 91 closing their positions.

Holders
2,802
Holders Change
+122
Holders Change %
+4.55%
% of All Funds
40.54%
Holding in Top 10
80
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+37.93%
% of All Funds
1.16%
New
243
Increased
1,042
Reduced
1,037
Closed
91
Calls
$3.1B
Puts
$3.57B
Net Calls
-$466M
Net Calls Change
-$23.9M
Name Market Value Shares Shares
Change
Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$276M 706,308 -10,931 -2%
ProShare Advisors
52
ProShare Advisors
Maryland
$269M 688,094 +25,570 +4%
Stifel Financial
53
Stifel Financial
Missouri
$260M 665,638 -5,356 -0.8%
Victory Capital Management
54
Victory Capital Management
Texas
$254M 650,481 +24,000 +4%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$245M 627,347 -38,917 -6%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$245M 625,538 -488,501 -44%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$240M 613,029 +23,220 +4%
RJA
58
Raymond James & Associates
Florida
$238M 608,753 +5,761 +1%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$238M 607,246 -48,000 -7%
Bank of Nova Scotia
60
Bank of Nova Scotia
Ontario, Canada
$229M 584,378 +108,248 +23%
Capital International Investors
61
Capital International Investors
California
$220M 562,424 +762 +0.1%
US Bancorp
62
US Bancorp
Minnesota
$219M 559,041 -42,124 -7%
AllianceBernstein
63
AllianceBernstein
Tennessee
$212M 543,003 +9,811 +2%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$204M 521,985 -25,384 -5%
Korea Investment Corp
65
Korea Investment Corp
South Korea
$204M 520,480 +154,422 +42%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$203M 518,214 +5,523 +1%
American Century Companies
67
American Century Companies
Missouri
$202M 517,000 +12,082 +2%
HighTower Advisors
68
HighTower Advisors
Illinois
$197M 503,020 +26,923 +6%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$188M 481,400 -12,312 -2%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$185M 474,041 -19,437 -4%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$184M 469,326 -14,793 -3%
BGIM
72
Brandywine Global Investment Management
Pennsylvania
$181M 458,263 +70,100 +18%
ZIM
73
Zacks Investment Management
Illinois
$176M 449,078 +9,269 +2%
Franklin Resources
74
Franklin Resources
California
$175M 443,315 +55,448 +14%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$170M 435,573 -5,333 -1%