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Caterpillar
CAT

Overview Fund Activity

2,686 hedge funds and large institutions have $127B invested in Caterpillar in 2024 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 942 increasing their positions, 1,079 reducing their positions, and 89 closing their positions.

Holders
2,686
Holders Change
+129
Holders Change %
+5.04%
% of All Funds
38.94%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.35%
New
257
Increased
942
Reduced
1,079
Closed
89
Calls
$5B
Puts
$5.46B
Net Calls
-$469M
Net Calls Change
-$116M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$846M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.18B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.74B
4
Norges Bank
4
Norges Bank
Norway
$2.18B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$149M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.64B
2
Jane Street
2
Jane Street
New York
$39.1M
3
Capital World Investors
3
Capital World Investors
California
$10.3B
4
Amundi
4
Amundi
France
$874M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$636M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$146M 400,496 +56,079 +16%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$146M 397,511 -36,241 -8%
Prudential Financial
78
Prudential Financial
New Jersey
$137M 373,009 -35,527 -9%
DekaBank Deutsche Girozentrale
79
DekaBank Deutsche Girozentrale
Germany
$137M 372,828 -219,884 -37%
Aberdeen Group
80
Aberdeen Group
United Kingdom
$136M 371,821 +3,430 +0.9%
Franklin Resources
81
Franklin Resources
California
$136M 370,744 -21,021 -5%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$136M 593,608 +44,317 +8%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$135M 368,371 +15,559 +4%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$131M 356,953 -7,042 -2%
PCM
85
Penserra Capital Management
California
$122M 332,200 -69,595 -17%
Toronto Dominion Bank
86
Toronto Dominion Bank
Ontario, Canada
$120M 327,277 -4,126 -1%
SG Americas Securities
87
SG Americas Securities
New York
$118M 321,800 -29,264 -8%
Asset Management One
88
Asset Management One
Japan
$117M 320,515 -5,876 -2%
GLA
89
Great Lakes Advisors
Illinois
$117M 320,471 -24,714 -7%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$113M 309,113 -16,877 -5%
MG
91
Markel Group
Virginia
$113M 307,600 +4,500 +1%
First Trust Advisors
92
First Trust Advisors
Illinois
$109M 297,327 -94,787 -24%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$107M 293,188 – –
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$107M 291,938 -32,743 -10%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$106M 290,105 -142,931 -33%
Chevy Chase Trust
96
Chevy Chase Trust
Maryland
$106M 288,674 -3,079 -1%
PAM
97
Panagora Asset Management
Massachusetts
$105M 285,700 -137,347 -32%
Osaic Holdings
98
Osaic Holdings
Arizona
$104M 284,071 -53,925 -16%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$103M 280,518 +6,684 +2%
Retirement Systems of Alabama
100
Retirement Systems of Alabama
Alabama
$103M 280,116 -67 -0%
2 3
4
5 6