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Caterpillar
CAT

Overview Fund Activity

2,062 hedge funds and large institutions have $65.3B invested in Caterpillar in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 822 increasing their positions, 791 reducing their positions, and 187 closing their positions.

Holders
2,062
Holders Change
-101
Holders Change %
-4.67%
% of All Funds
34.87%
Holding in Top 10
24
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-40%
% of All Funds
0.41%
New
114
Increased
822
Reduced
791
Closed
187
Calls
$1.55B
Puts
$2.03B
Net Calls
-$476M
Net Calls Change
-$53.9M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.85B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.1B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$956M
4
UBS Group
4
UBS Group
Switzerland
$257M
5
AS
5
Altshuler Shaham
Israel
$320M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$295M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$382M
3
State Street
3
State Street
Massachusetts
$7.11B
4
BlackRock
4
BlackRock
New York
$6.56B
5
BMSSC
5
B. Metzler seel. Sohn & Co
Germany
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
101
Victory Capital Management
Texas
$57.1M 319,285 -29,441 -8%
HNB
102
Huntington National Bank
Ohio
$56.1M 313,867 +11,294 +4%
MSV
103
MN Services Vermogensbeheer
Netherlands
$56.1M 313,728 -76,800 -20%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$56M 313,480 -5,441 -2%
Osaic Holdings
105
Osaic Holdings
Arizona
$54.4M 304,450 -3,490 -1%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$54.2M 303,290 -22,841 -7%
Asset Management One
107
Asset Management One
Japan
$52.9M 296,207 -1,040 -0.3%
Nordea Investment Management
108
Nordea Investment Management
Sweden
$52.8M 298,043 -10,609 -3%
Swedbank
109
Swedbank
Sweden
$51.7M 289,431 -1,693 -0.6%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$51.4M 287,617 -84,656 -23%
MG
111
Markel Group
Virginia
$51.4M 287,500 – –
Millennium Management
112
Millennium Management
New York
$51.4M 287,462 +221,017 +333%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$50.3M 281,236 -45,129 -14%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$49.4M 265,698 -4,561 -2%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$47.9M 268,094 -31,025 -10%
PAMS
116
Pictet Asset Management (Switzerland)
Switzerland
$46.6M 260,547 -8,148 -3%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$46.5M 260,252 +15,579 +6%
FWIA
118
Fort Washington Investment Advisors
Ohio
$46.4M 259,569 -24,310 -9%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$45.2M 252,688 -8,027 -3%
FFM
120
Fullerton Fund Management
Singapore
$44.3M 247,989 -48,944 -16%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$43.1M 240,994 +28,426 +13%
TAM
122
Tocqueville Asset Management
New York
$42.4M 237,085 +1,080 +0.5%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$42.2M 236,020 -2,346 -1%
BA
124
Bridgewater Associates
Connecticut
$42.1M 235,722 +60,535 +35%
Vontobel Holding
125
Vontobel Holding
Switzerland
$41.6M 226,684 -5,957 -3%
3 4
5
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