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Caterpillar
CAT

Overview Fund Activity

1,929 hedge funds and large institutions have $70.9B invested in Caterpillar in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 816 increasing their positions, 692 reducing their positions, and 151 closing their positions.

Holders
1,929
Holders Change
-85
Holders Change %
-4.22%
% of All Funds
33.88%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.37%
New
97
Increased
816
Reduced
692
Closed
151
Calls
$1.87B
Puts
$2.99B
Net Calls
-$1.12B
Net Calls Change
-$696M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$384M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$309M
3
Goldman Sachs
3
Goldman Sachs
New York
$577M
4
Northern Trust
4
Northern Trust
Illinois
$1.45B
5
BlackRock
5
BlackRock
New York
$7.24B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$854M
2
Macquarie Group
2
Macquarie Group
Australia
$37.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$964M
4
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$3.41B
5
Capital International Investors
5
Capital International Investors
California
$1.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
101
AQR Capital Management
Connecticut
$73.1M +$12.3M +63,822 +20%
Millennium Management
102
Millennium Management
New York
$72.3M -$24.4M -127,301 -25%
HighTower Advisors
103
HighTower Advisors
Illinois
$72.2M +$1.26M +6,552 +2%
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$71.2M -$1.49M -7,771 -2%
Robeco Institutional Asset Management
105
Robeco Institutional Asset Management
Netherlands
$69.6M +$3.04M +15,830 +5%
First Trust Advisors
106
First Trust Advisors
Illinois
$68.4M +$11.2M +58,420 +20%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$66.9M -$622K -3,238 -0.9%
Natixis Advisors
108
Natixis Advisors
Massachusetts
$66.1M +$9.04M +47,086 +16%
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$65.9M -$2.5M -13,006 -4%
LCM
110
Laurion Capital Management
New York
$65.1M +$60.3M +314,062 +1,254%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$64.6M -$3.65M -19,013 -5%
AAM
112
Ardevora Asset Management
United Kingdom
$64.2M +$3.71M +19,300 +6%
Nomura Asset Management
113
Nomura Asset Management
Japan
$63.3M +$4.7M +24,474 +8%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$62M -$190K -988 -0.3%
Asset Management One
115
Asset Management One
Japan
$58.9M -$2.55M -13,301 -4%
Canada Life
116
Canada Life
Manitoba, Canada
$58.7M -$10.9M -56,295 -16%
Swedbank
117
Swedbank
Sweden
$57.5M -$2.62M -13,658 -4%
Voloridge Investment Management
118
Voloridge Investment Management
Florida
$56.2M +$54.7M +284,845 +3,689%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$56.1M +$2M +10,425 +4%
Osaic Holdings
120
Osaic Holdings
Arizona
$55.5M +$3.68M +19,161 +7%
HNB
121
Huntington National Bank
Ohio
$55.2M +$2.22M +11,574 +4%
MG
122
Markel Group
Virginia
$55.2M – – –
RJFSA
123
Raymond James Financial Services Advisors
Florida
$54.9M -$4.47M -23,303 -8%
Citadel Advisors
124
Citadel Advisors
Florida
$54.3M -$32.6M -169,931 -38%
FMI
125
Factory Mutual Insurance
Massachusetts
$53.7M -$13.2M -68,800 -20%
3 4
5
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