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Caterpillar
CAT

Overview Fund Activity

2,062 hedge funds and large institutions have $65.3B invested in Caterpillar in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 822 increasing their positions, 791 reducing their positions, and 187 closing their positions.

Holders
2,062
Holders Change
-101
Holders Change %
-4.67%
% of All Funds
34.87%
Holding in Top 10
24
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-40%
% of All Funds
0.41%
New
114
Increased
822
Reduced
791
Closed
187
Calls
$1.55B
Puts
$2.03B
Net Calls
-$476M
Net Calls Change
-$53.9M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.85B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.1B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$956M
4
UBS Group
4
UBS Group
Switzerland
$257M
5
AS
5
Altshuler Shaham
Israel
$320M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$295M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$382M
3
State Street
3
State Street
Massachusetts
$7.11B
4
BlackRock
4
BlackRock
New York
$6.56B
5
BMSSC
5
B. Metzler seel. Sohn & Co
Germany
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$79.8M 446,181 -373,822 -46%
Two Sigma Investments
77
Two Sigma Investments
New York
$76.8M 429,444 +139,927 +48%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$76M 425,363 -5,955 -1%
RCAMU
79
Rothschild & Co Asset Management US
Connecticut
$75M 419,659 -57,328 -12%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$74.4M 415,963 +415,963 New
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$74.1M 414,782 +14,419 +4%
DekaBank Deutsche Girozentrale
82
DekaBank Deutsche Girozentrale
Germany
$73.5M 402,777 -44,280 -10%
HighTower Advisors
83
HighTower Advisors
Illinois
$73.4M 410,158 +7,692 +2%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.2M 409,761 -573,725 -58%
SO
85
STRS Ohio
Ohio
$72.9M 407,771 +3,104 +0.8%
Korea Investment Corp
86
Korea Investment Corp
South Korea
$67.8M 379,434 +38,698 +11%
Two Sigma Advisers
87
Two Sigma Advisers
New York
$67M 374,600 +53,300 +17%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$66.4M 371,610 -213,377 -36%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$66.3M 371,147 -12,292 -3%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$66.3M 421,659 +310,623 +280%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$64.6M 361,297 +5,736 +2%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$62.8M 351,419 +20,263 +6%
Canada Life
93
Canada Life
Manitoba, Canada
$61.6M 344,194 -62,080 -15%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$61.2M 342,417 -62,487 -15%
Allspring Global Investments
95
Allspring Global Investments
North Carolina
$60.9M 340,809 -57,482 -14%
RJFSA
96
Raymond James Financial Services Advisors
Florida
$60.9M 340,478 -45,677 -12%
Nomura Asset Management
97
Nomura Asset Management
Japan
$59.6M 333,360 -3,154 -0.9%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$58.8M 329,014 -3,146 -0.9%
Mitsubishi UFJ Trust & Banking
99
Mitsubishi UFJ Trust & Banking
Japan
$58.1M 324,750 +34,221 +12%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$57.1M 319,473 -3,340 -1%
2 3
4
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