CAT icon

Caterpillar
CAT

Overview Fund Activity

1,980 hedge funds and large institutions have $59B invested in Caterpillar in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 787 increasing their positions, 722 reducing their positions, and 143 closing their positions.

Holders
1,980
Holders Change
-82
Holders Change %
-3.98%
% of All Funds
34.24%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
94
Increased
787
Reduced
722
Closed
143
Calls
$1.48B
Puts
$1.88B
Net Calls
-$400M
Net Calls Change
+$75.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.77B
2
AS
2
Altshuler Shaham
Israel
$435M
3
Amundi
3
Amundi
France
$666M
4
Barclays
4
Barclays
United Kingdom
$160M
5
State Street
5
State Street
Massachusetts
$6.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$712M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$100M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$297M
4
Morgan Stanley
4
Morgan Stanley
New York
$925M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Korea Investment Corp
76
Korea Investment Corp
South Korea
$70.8M 431,674 +52,240 +14%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$70.6M 430,380 -193,199 -31%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.2M 428,021 +18,260 +4%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$70.2M 427,664 +2,301 +0.5%
HighTower Advisors
80
HighTower Advisors
Illinois
$69.5M 424,088 +13,930 +3%
DekaBank Deutsche Girozentrale
81
DekaBank Deutsche Girozentrale
Germany
$67.4M 401,362 -1,415 -0.4%
SO
82
STRS Ohio
Ohio
$66.7M 406,323 -1,448 -0.4%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$64M 389,937 +18,327 +5%
RCAMU
84
Rothschild & Co Asset Management US
Connecticut
$63.9M 389,457 -30,202 -7%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$60.7M 369,672 -1,475 -0.4%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$60.4M 368,043 +6,746 +2%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$57.6M 350,875 +63,258 +22%
Canada Life
88
Canada Life
Manitoba, Canada
$56.6M 345,183 +989 +0.3%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$56.5M 344,477 +3,999 +1%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$56.1M 341,616 -9,803 -3%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$55.4M 337,517 -77,265 -19%
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$54.5M 332,215 +7,465 +2%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$54.5M 331,955 +2,941 +0.9%
Ensign Peak Advisors
94
Ensign Peak Advisors
Utah
$53.5M 326,150 +58,056 +22%
Voloridge Investment Management
95
Voloridge Investment Management
Florida
$52.4M 319,357 +168,793 +112%
Allspring Global Investments
96
Allspring Global Investments
North Carolina
$52.3M 318,975 -21,834 -6%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.2M 317,923 -1,550 -0.5%
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$51.6M 314,428 +948 +0.3%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$51.6M 314,252 -101,711 -24%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$51.6M 314,235 +259,022 +469%
2 3
4
5 6