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Caterpillar
CAT

Overview Fund Activity

2,145 hedge funds and large institutions have $74.5B invested in Caterpillar in 2021 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 844 increasing their positions, 624 reducing their positions, and 97 closing their positions.

Holders
2,145
Holders Change
+216
Holders Change %
+11.2%
% of All Funds
33.13%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
341
Increased
844
Reduced
624
Closed
97
Calls
$1.6B
Puts
$2.22B
Net Calls
-$616M
Net Calls Change
+$505M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.74B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$726M
3
Ameriprise
3
Ameriprise
Minnesota
$487M
4
Invesco
4
Invesco
Georgia
$1.01B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$253M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$348M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$532M
3
BlackRock
3
BlackRock
New York
$7.55B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$57.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$863M
Name Market Value Shares Shares
Change 		Shares
Change %
Aviva
101
Aviva
United Kingdom
$69.5M 336,260 -54,449 -14%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$68.9M 333,457 -14,974 -4%
JPMPWA
103
J.P. Morgan Private Wealth Advisors
California
$68.9M 333,064 -37,861 -10%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$68.6M 331,576 -11,509 -3%
ATN
105
AMF Tjänstepension
Sweden
$66.6M 321,768 -123,172 -28%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$66.6M 321,950 +29,507 +10%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$66.1M 319,777 -3,147 -1%
Asset Management One
108
Asset Management One
Japan
$63.9M 308,314 +1,258 +0.4%
Robeco Institutional Asset Management
109
Robeco Institutional Asset Management
Netherlands
$62.8M 303,927 -58,652 -16%
Osaic Holdings
110
Osaic Holdings
Arizona
$62.7M 302,998 +14,354 +5%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$62.5M 302,476 -34,029 -10%
RJFSA
112
Raymond James Financial Services Advisors
Florida
$62.1M 300,428 +14,526 +5%
SC
113
Shellback Capital
Massachusetts
$62M 300,000 +300,000 New
Nordea Investment Management
114
Nordea Investment Management
Sweden
$62M 300,691 +44,639 +17%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$61.8M 298,777 +125,351 +72%
Swedbank
116
Swedbank
Sweden
$59.9M 290,665 -8,629 -3%
HNB
117
Huntington National Bank
Ohio
$59.6M 288,373 +776 +0.3%
MG
118
Markel Group
Virginia
$59.4M 287,500 – –
AQR Capital Management
119
AQR Capital Management
Connecticut
$58.1M 281,786 -99,088 -26%
FWIA
120
Fort Washington Investment Advisors
Ohio
$57.8M 279,546 +156 +0.1%
Renaissance Technologies
121
Renaissance Technologies
New York
$57.5M 278,174 -1,104,126 -80%
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$56.7M 273,391 -376,353 -58%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$56.1M 271,365 +25,920 +11%
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$56.1M 270,346 +93,811 +53%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$56M 271,007 +18,717 +7%
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