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Caterpillar
CAT

Overview Fund Activity

2,265 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

Holders
2,265
Holders Change
-7
Holders Change %
-0.31%
% of All Funds
36.26%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
164
Increased
863
Reduced
861
Closed
119
Calls
$2.16B
Puts
$2.63B
Net Calls
-$471M
Net Calls Change
+$1.24B

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$390M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.3B
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$172M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$155M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$341M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$7.32M
2
Citadel Advisors
2
Citadel Advisors
Florida
$48.9M
3
Barclays
3
Barclays
United Kingdom
$216M
4
BlackRock
4
BlackRock
New York
$8.07B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$401M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
76
Bessemer Group
New Jersey
$112M 489,610 +5,327 +1%
Axa
77
Axa
France
$111M 530,804 +250,599 +89%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$110M 482,540 -86,728 -15%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$110M 478,736 +478,736 New
Nordea Investment Management
80
Nordea Investment Management
Sweden
$109M 480,331 +111,035 +30%
DekaBank Deutsche Girozentrale
81
DekaBank Deutsche Girozentrale
Germany
$108M 485,372 +100,234 +26%
First Trust Advisors
82
First Trust Advisors
Illinois
$108M 469,902 +45,451 +11%
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$107M 465,684 -170,697 -27%
HighTower Advisors
84
HighTower Advisors
Illinois
$106M 462,820 -39,192 -8%
Wellington Management Group
85
Wellington Management Group
Massachusetts
$99.1M 433,183 -107,700 -20%
APG Asset Management
86
APG Asset Management
Netherlands
$98.4M 467,035 -71,796 -13%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$97.7M 426,780 -3,407 -0.8%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.4M 425,501 -6,066 -1%
AQR Capital Management
89
AQR Capital Management
Connecticut
$96.9M 427,393 +150,580 +54%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$94.8M 414,051 +48,813 +13%
Mackenzie Financial
91
Mackenzie Financial
Ontario, Canada
$94.3M 412,196 -71,398 -15%
SO
92
STRS Ohio
Ohio
$86.3M 377,025 +618 +0.2%
BGIM
93
Brandywine Global Investment Management
Pennsylvania
$83.7M 365,617 -107,733 -23%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$83.3M 364,213 +4,669 +1%
GLA
95
Great Lakes Advisors
Illinois
$82.3M 359,698 +283,849 +374%
ORIO
96
Old Republic International (ORI)
Illinois
$79.9M 349,000 – –
Aberdeen Group
97
Aberdeen Group
United Kingdom
$79.8M 348,514 +35,488 +11%
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$79.7M 348,146 -12,901 -4%
Mitsubishi UFJ Trust & Banking
99
Mitsubishi UFJ Trust & Banking
Japan
$78.2M 341,738 +160 +0%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$76.6M 334,788 +10,663 +3%
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4
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