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Caterpillar
CAT

Overview Fund Activity

1,980 hedge funds and large institutions have $59B invested in Caterpillar in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 787 increasing their positions, 722 reducing their positions, and 143 closing their positions.

Holders
1,980
Holders Change
-82
Holders Change %
-3.98%
% of All Funds
34.24%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
94
Increased
787
Reduced
722
Closed
143
Calls
$1.48B
Puts
$1.88B
Net Calls
-$400M
Net Calls Change
+$75.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.77B
2
AS
2
Altshuler Shaham
Israel
$435M
3
Amundi
3
Amundi
France
$666M
4
Barclays
4
Barclays
United Kingdom
$160M
5
State Street
5
State Street
Massachusetts
$6.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$712M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$100M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$297M
4
Morgan Stanley
4
Morgan Stanley
New York
$925M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
101
Huntington National Bank
Ohio
$51.4M 313,258 -609 -0.2%
Osaic Holdings
102
Osaic Holdings
Arizona
$51M 310,373 +5,923 +2%
Nordea Investment Management
103
Nordea Investment Management
Sweden
$50.8M 304,352 +6,309 +2%
MSV
104
MN Services Vermogensbeheer
Netherlands
$48.8M 297,428 -16,300 -5%
Asset Management One
105
Asset Management One
Japan
$48.6M 296,286 +79 +0%
Aberdeen Group
106
Aberdeen Group
United Kingdom
$47.7M 290,547 +103,707 +56%
Swedbank
107
Swedbank
Sweden
$47.6M 290,153 +722 +0.2%
MG
108
Markel Group
Virginia
$47.2M 287,500 – –
Toronto Dominion Bank
109
Toronto Dominion Bank
Ontario, Canada
$47.1M 287,466 +6,230 +2%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$46.3M 282,029 +49,429 +21%
Victory Capital Management
111
Victory Capital Management
Texas
$45.9M 279,905 -39,380 -12%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$44.8M 273,203 -30,087 -10%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$44.5M 271,178 +10,926 +4%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$44M 268,257 +2,559 +1%
Macquarie Group
115
Macquarie Group
Australia
$43.7M 266,178 -297,927 -53%
FWIA
116
Fort Washington Investment Advisors
Ohio
$43.5M 265,140 +5,571 +2%
PAMS
117
Pictet Asset Management (Switzerland)
Switzerland
$42.6M 259,665 -882 -0.3%
Man Group
118
Man Group
United Kingdom
$42.1M 256,818 +256,818 New
AQR Capital Management
119
AQR Capital Management
Connecticut
$42M 256,151 +40,799 +19%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$41.7M 253,983 +1,295 +0.5%
M&T Bank
121
M&T Bank
New York
$39M 237,636 +10,723 +5%
Jane Street
122
Jane Street
New York
$38.9M 237,337 +75,523 +47%
Janus Henderson Group
123
Janus Henderson Group
United Kingdom
$38.6M 235,378 +113,915 +94%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$38.5M 234,730 -1,290 -0.5%
Nomura Asset Management
125
Nomura Asset Management
Japan
$38.3M 233,283 -100,077 -30%
3 4
5
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