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Caterpillar
CAT

Overview Fund Activity

2,272 hedge funds and large institutions have $87.8B invested in Caterpillar in 2022 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 751 increasing their positions, 788 reducing their positions, and 79 closing their positions.

Holders
2,272
Holders Change
+292
Holders Change %
+14.75%
% of All Funds
36.66%
Holding in Top 10
60
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+160.87%
% of All Funds
0.97%
New
407
Increased
751
Reduced
788
Closed
79
Calls
$2.62B
Puts
$4.33B
Net Calls
-$1.71B
Net Calls Change
-$1.31B

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$519M
2
Barclays
2
Barclays
United Kingdom
$535M
3
Citigroup
3
Citigroup
New York
$438M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.34B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.58B

Top Sellers

1
AS
1
Altshuler Shaham
Israel
$207M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$627M
4
Goldman Sachs
4
Goldman Sachs
New York
$648M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIM
76
Zacks Investment Management
Illinois
$118M 493,790 +38,185 +8%
Bessemer Group
77
Bessemer Group
New Jersey
$116M 484,283 +8,748 +2%
Mackenzie Financial
78
Mackenzie Financial
Ontario, Canada
$116M 483,594 +38,722 +9%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$116M 482,974 +200,945 +71%
Korea Investment Corp
80
Korea Investment Corp
South Korea
$115M 479,135 +47,461 +11%
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$113M 473,350 +159,115 +51%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103M 431,567 +3,546 +0.8%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$103M 430,336 +2,672 +0.6%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$103M 430,187 +62,144 +17%
First Trust Advisors
85
First Trust Advisors
Illinois
$102M 424,451 -64,253 -13%
Two Sigma Advisers
86
Two Sigma Advisers
New York
$96M 400,900 -181,000 -31%
RCAMU
87
Rothschild & Co Asset Management US
Connecticut
$95.1M 397,154 +7,697 +2%
Corient Private Wealth
88
Corient Private Wealth
Florida
$93.7M 391,044 +391,044 New
DekaBank Deutsche Girozentrale
89
DekaBank Deutsche Girozentrale
Germany
$91.7M 385,138 -16,224 -4%
SO
90
STRS Ohio
Ohio
$90.2M 376,407 -29,916 -7%
Nordea Investment Management
91
Nordea Investment Management
Sweden
$88.2M 369,296 +64,944 +21%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$87.5M 365,238 +23,622 +7%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$86.5M 361,047 -8,625 -2%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$86.1M 359,544 -30,393 -8%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$85.4M 356,383 +5,508 +2%
ORIO
96
Old Republic International (ORI)
Illinois
$83.6M 349,000 -199,500 -36%
Mitsubishi UFJ Trust & Banking
97
Mitsubishi UFJ Trust & Banking
Japan
$81.8M 341,578 +9,363 +3%
GQG Partners
98
GQG Partners
Florida
$81.3M 339,252 +339,252 New
Los Angeles Capital Management
99
Los Angeles Capital Management
California
$79.5M 331,750 +312,961 +1,666%
Ensign Peak Advisors
100
Ensign Peak Advisors
Utah
$78.7M 328,410 +2,260 +0.7%
2 3
4
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